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Savings & Retirement - Marketing Materials

Interested in ordering marketing materials? Complete our Savings & Retirement supply order form. (français)

2017 Annual Report  

2017 Annual Report (français)

2018 Annual Report   

2018 Annual Report (français)

Available in PDF format only

2018 Investment Q3 Playbook  

2018 Investment Q3 Playbook (français)

Active Balanced Investment Playbook 2019  

Active Balanced Investment Playbook 2019 (français)

Financial stability 100  

Financial stability (français) (Chinese)

This two page document shares some of the reasons "you know you're in good hands when you choose Equitable Life." - Strength in being mutual - Strong capital position (MCCSR ratio) - Solid financial results - High quality investment portfolio - Consistent growth

Introducing Equitable Life 103  

Introducing Equitable Life (français) (Chinese)

Segregated Funds Semi-Annual Report June 2019 1058  

Segregated Funds Semi-Annual Report June 2019 (français)

Segregated Funds Annual Report December 2018 1058A  

Segregated Funds Annual Report December 2018 (français)

Equitable Life - Working for Your Success 1108  

Equitable Life - Working for Your Success (français)

Reasons why advisors should make Equitable Life their first choice for Savings and Retirement business.

Savings & Retirement Product Comparison Guide 1404  

Savings & Retirement Product Comparison Guide (français)

This overview provides high-level product information complete with sample client profiles for all of Equitable Life's Savings and Retirement products.

The Equitable Life Investment Advantage 1618  

The Equitable Life Investment Advantage (français) (Chinese)

A client focused piece that outlines the unique advantages that are offered when investing with an insurance company.

Equitable Life's Competitive Advantage 1638  

Equitable Life's Competitive Advantage (français)

Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!

Top

Segregated Fund Codes 375  

Segregated Fund Codes (français)

A reference document listing all of Equitable Life's segregated fund codes (past and present).
(Available in PDF format only)

Equitable Life Active Balanced Portfolios 1037  

Equitable Life Active Balanced Portfolios (français)

(Available in PDF format only)

Segregated Funds and Estate Planning 1112  

Segregated Funds and Estate Planning (français)

Whether saving for retirement, managing your business or planning your estate - compare the estate planning advantages typically offered by Segregated Funds.

Investor Profile Questionnaire - Pivotal Select 1165  

Investor Profile Questionnaire - Pivotal Select (français)

Helps you choose the right investment mix. Whether saving for the future or enjoying retirement, Equitable Life's Investor Profile Questionnaire can assist in matching the portfolio that is unique to you. Includes fund options from the new Pivotal Select. To take advantage of the interactive features, be sure to open the questionnaire using Adobe Acrobat.

The Right Time To Buy And Sell 1305  

The Right Time To Buy And Sell (français)

With these current market conditions, review this example about buying your dream home to help put investing in proper prospective.
(Available in PDF format only)

Pivotal Select Fund Facts 1366  

Pivotal Select Fund Facts (français)

A point of sale document detailing our segregated funds.

Pivotal Select Product at a Glance 1385  

Pivotal Select Product at a Glance (français)

This handy overview gives you an overview of the Pivotal Select product, including the Investment Class, Estate Class and Protection Class guarantee options.

Pivotal Select Estate Class Client Brochure 1386  

Pivotal Select Estate Class Client Brochure (français) (Chinese)

Describes the key features and benefits of Equitable Life's Pivotal Select Estate Class.

Pivotal Select Investment Class Client Brochure 1387  

Pivotal Select Investment Class Client Brochure (français) (Chinese)

Describes the key features and benefits of Equitable Life's Pivotal Select Investment Class.

Pivotal Select Contract and Information Folder 1403  

Pivotal Select Contract and Information Folder (français)

A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item.

Savings & Retirement Product Comparison Guide 1404  

Savings & Retirement Product Comparison Guide (français)

This overview provides high-level product information complete with sample client profiles for all of Equitable Life's Savings and Retirement products.

MER and Guarantee Fees (Pivotal Select) 1512  

MER and Guarantee Fees (Pivotal Select) (français)

A one page chart with all of the Pivotal Select funds and their respective Management Expense Ratios (MERs) and Guarantee Fees.
(Available in PDF format only)

Gradual Inheritance Strategy 1514  

Gradual Inheritance Strategy (français)

This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option.

Pivotal Select Protection Class (Advisor piece) 1547  

Pivotal Select Protection Class (Advisor piece) (français)

An advisor summary of the Protection Class guarantee option within the Pivotal Select Product.

Pivotal Select Protection Class (Client brochure) 1548  

Pivotal Select Protection Class (Client brochure) (français) (Chinese)

Pivotal Select Guarantee Fees 1551  

Pivotal Select Guarantee Fees (français)

Protection Class / Pivotal Select Poster 1557  

Protection Class / Pivotal Select Poster

This two sided 18 x 24 inch poster can be ordered from Equitable Life's supply department.

Grow Your Guarantee With Resets 1611  

Grow Your Guarantee With Resets (français)

This marketing piece helps to explain and illustrate the value of a 100% death benefit guarantee and resets to your client.

The Equitable Life Investment Advantage 1618  

The Equitable Life Investment Advantage (français) (Chinese)

A client focused piece that outlines the unique advantages that are offered when investing with an insurance company.

Equitable Life's Competitive Advantage 1638  

Equitable Life's Competitive Advantage (français)

Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!

Accelerate Your Savings - Automatic Payment Increase Option 1657  

Accelerate Your Savings - Automatic Payment Increase Option (français)

When your clients increase their savings each year - even by a small amount - it can have a substantial impact on their retirement savings. The Automatic Payment Increase Option allows clients to automatically increase their contributions by a dollar amount or a percentage on an annual basis.

Insights into Non-Registered Taxation 1675  

Insights into Non-Registered Taxation (français)

An in-depth look at how non-registered segregated funds are taxed. This client focused piece explains why a client may receive a tax slip reporting investment income, even when their market value has decreased.

Pivotal Select Investment Class (Advisor piece) 1718  

Pivotal Select Investment Class (Advisor piece) (français)

An advisor summary of the Investment Class guarantee option within the Pivotal Select Product.

Pivotal Select Estate Class (Advisor piece) 1719  

Pivotal Select Estate Class (Advisor piece) (français)

An advisor summary of the Estate Class guarantee option within the Pivotal Select Product.

Pivotal Select Preferred Pricing 1756  

Pivotal Select Preferred Pricing (français)

At Equitable Life®, we know the importance of reaching your investment goals. By offering lower management fees on our Pivotal Select™ products, we can help you achieve your goals sooner. That’s why we created our Pivotal Select Preferred Pricing Program.

Understanding Equitable Life’s Pivotal Select Preferred Pricing Program 1759  

Understanding Equitable Life’s Pivotal Select Preferred Pricing Program (français)

Understanding Equitable Life's Pivotal Select Preferred Pricing Program. How does Equitable Life calculate the management fee reduction (MFR) rate?

Understanding your Investor Profile 1797  

Understanding your Investor Profile (français)

Investing in fixed income and equity securities is not without risk. Financial markets can rise and fall and investment decisions revolve around the risk/return trade off you are willing to assume.

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GIA Client Brochure 1049  

GIA Client Brochure (français)

This revised brochure provides your clients with an overview of the features and benefits of Equitable Life's selection of Guaranteed Interest Accounts.

Has Current Market Volatility Given You Cold Feet About Investing? 1075  

Has Current Market Volatility Given You Cold Feet About Investing? (français)

Advisors can include their contact information on this piece and distribute to their clients; outlining some product features and our competitive rates.
(Available in PDF format only)

Guaranteed Interest Account - Product at a Glance 1116  

Guaranteed Interest Account - Product at a Glance (français)

Saving a few dollars every month is impressive but what if that money could earn a little extra? Consider a Guaranteed Interest Account (GIA). GIAs can protect you against market volatility by securing your principal. The benefit is they also offer a guaranteed rate of return.

Guaranteed Investments- Are All Created Equal? 1137  

Guaranteed Investments- Are All Created Equal? (français)

A client piece outlining the many benefits that Equitable Life's GIAs offer compared to buying a GIC with a bank.

Simple Interest Payout Option 1306  

Simple Interest Payout Option (français)

Clients now have the option to elect for interest to be paid out on a monthly or annual basis.
(Available in PDF format only)

Gradual Inheritance Strategy 1514  

Gradual Inheritance Strategy (français)

This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option.

The Equitable Life Investment Advantage 1618  

The Equitable Life Investment Advantage (français) (Chinese)

A client focused piece that outlines the unique advantages that are offered when investing with an insurance company.

Equitable Life's Competitive Advantage 1638  

Equitable Life's Competitive Advantage (français)

Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!

GDA Auto-Laddering 1655  

GDA Auto-Laddering (français)

Equitable Life’s GDA auto-laddering option allows you to start earning interest right away, and removes the guesswork of determining the “right time” to invest.

Top

 

Payout Annuity Interest Rate Guarantees (Advisor piece) (français)

When you request a rate guarantee, you are guaranteeing the interest rate, not the dollar amount of the annuity payment.
(Available in PDF Format only.)

Whole life and term certain annuity package - Checklist 610  

Whole life and term certain annuity package - Checklist (français)

EQUIMAX WHOLE LIFE & TERM CERTAIN ANNUITY package -- Find out how your clients can use a term certain annuity to prearrange the funding for their Equimax life insurance policy.

(Available in PDF Format only.)

Payout Annuities Client Brochure 1244  

Payout Annuities Client Brochure (français)

This brochure provides you with an overview of the features of Equitable Life's selection of Payout Annuities.

Payout Annuities Product at a Glance 1369  

Payout Annuities Product at a Glance (français)

An outline of all the key features of Equitable Life's Payout Annuities.

Payout Annuities - Income You Can Count On 1371  

Payout Annuities - Income You Can Count On (français)

An Advisor flyer that can be used as a mailer to clients.

(Available in PDF Format only.)

Payout Annuity Rate Guarantees 1507  

Payout Annuity Rate Guarantees (français)

This piece explains what factors other than the interest rate impact the income payment, and why the income payment itself is not guaranteed.

(Available in PDF Format only.)

Gradual Inheritance Strategy 1514  

Gradual Inheritance Strategy (français)

This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option.

Equitable Life's Competitive Advantage 1638  

Equitable Life's Competitive Advantage (français)

Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!

Top

Leveraged Investing 1111  

Leveraged Investing (français)

Borrowing money to make money can be good for your financial wealth.
(Available in PDF format only)

Segregated Funds and Estate Planning 1112  

Segregated Funds and Estate Planning (français)

Whether saving for retirement, managing your business or planning your estate - compare the estate planning advantages typically offered by Segregated Funds.

Dollar Cost Averaging 1303  

Dollar Cost Averaging (français)

Presenting an explanation of dollar cost averaging and the calculations behind its usefulness in easy-to-read table format.
(Available in PDF format only)

The Right Time To Buy And Sell 1305  

The Right Time To Buy And Sell (français)

With these current market conditions, review this example about buying your dream home to help put investing in proper prospective.
(Available in PDF format only)

Gradual Inheritance Strategy 1514  

Gradual Inheritance Strategy (français)

This marketing piece describes how your client can use the Gradual Inheritance Strategy to gradually transfer inheritance to their beneficiary by using the annuity settlement option.

Make your money work for you! 1583  

Make your money work for you! (français)

Let’s face it, saving money is hard. Finding money to save is even harder. So let’s figure out how to get what money we do have working for us!

Online Banking & Client Access (client piece) 1612  

Online Banking & Client Access (client piece) (français)

This dual sided piece tells clients about the convenience of online options, including: Side 1: Online banking and making deposits online Side 2: Equitable Client Access, a website where clients can view their policy information and access a number of useful tools.

Online Banking (advisor piece) 1613  

Online Banking (advisor piece) (français)

Online banking makes saving simple for your clients, and you'll love the convenience!

The Equitable Life Investment Advantage 1618  

The Equitable Life Investment Advantage (français) (Chinese)

A client focused piece that outlines the unique advantages that are offered when investing with an insurance company.

Tax-free money does exist, if you know where to look 1630  

Tax-free money does exist, if you know where to look (français)

The simple truth is that money accumulates over time. It does not get handed to you, despite what you may see on TV. For many of us, it is not about windfalls or lottery tickets, it’s about being committed to investing over the long-term.

Equitable Life's Competitive Advantage 1638  

Equitable Life's Competitive Advantage (français)

Advisors are making Equitable Life their first choice for Savings and Retirement products. Here's why!

GDA Auto-Laddering 1655  

GDA Auto-Laddering (français)

Equitable Life’s GDA auto-laddering option allows you to start earning interest right away, and removes the guesswork of determining the “right time” to invest.

Accelerate Your Savings - Automatic Payment Increase Option 1657  

Accelerate Your Savings - Automatic Payment Increase Option (français)

When your clients increase their savings each year - even by a small amount - it can have a substantial impact on their retirement savings. The Automatic Payment Increase Option allows clients to automatically increase their contributions by a dollar amount or a percentage on an annual basis.

Converting Your Savings to Retirement Income 1690  

Converting Your Savings to Retirement Income (français)

Top

Advisor prospecting letter  

Advisor prospecting letter (français)

A letter template that advisors can use to contact clients who may be interested in RRSPs.
(Available in PDF format only)

Online Article Series  

Online Article Series (français)

Are you looking for ways to connect with your clients through social media? We have provided some interesting online articles for you to share as way to stay in touch with your clients, while emphasizing the benefits of contributing to an RRSP at Equitable Life.

RRSP Poster 20SR  

RRSP Poster

This 18 x 24 inch poster can be ordered from Equitable Life's supply department.

Work Hard, Play Hard, Save Hard 21SR  

Work Hard, Play Hard, Save Hard (français)

A good financial plan strikes a balance between enjoying your money now and saving for a comfortable retirement.

RRSPs: It's Time 1352  

RRSPs: It's Time (français)

Choosing the right account type 1353  

Choosing the right account type (français)

There is no simple answer to the question, where should I save my money? A Retirement Savings Plan or a Tax-Free Savings Account? While the two account types are different, each offers some important factors to consider.

RSP Loans- Less Tax, Better Retirement 1354  

RSP Loans- Less Tax, Better Retirement (français)

The benefits and costs of an RSP loan.

Benefits of RRSPs 1355  

Benefits of RRSPs (français)

Features and advantages of RRSPs including taxation, home buyers' plan, income splitting, and more.

RRSP vs. Mortgage 1356  

RRSP vs. Mortgage (français)

Comparing the two options of contributing to an RRSP or making payments on a mortgage.

Are You Saving Enough For Retirement? 1357  

Are You Saving Enough For Retirement? (français)

Highlighting the benefits of starting retirement savings early.

Personalized Ad - Work Hard, Play Hard, Save Hard 1460  

Personalized Ad - Work Hard, Play Hard, Save Hard (français)

The "Work Hard, Play Hard, Save Hard" flyer that can be personalized with an advisor's name and contact information.
(Available in PDF format only)

Make your money work for you! 1583  

Make your money work for you! (français)

Let’s face it, saving money is hard. Finding money to save is even harder. So let’s figure out how to get what money we do have working for us!

Top

Tax-Free Savings Account 1276  

Tax-Free Savings Account (français)

With a Tax-Free Savings Account (TFSA) the options are virtually endless. The Canadian government has opened the opportunity to save more and faster regardless of what your needs may be.

Choosing the right account type 1353  

Choosing the right account type (français)

There is no simple answer to the question, where should I save my money? A Retirement Savings Plan or a Tax-Free Savings Account? While the two account types are different, each offers some important factors to consider.

Make your money work for you! 1583  

Make your money work for you! (français)

Let’s face it, saving money is hard. Finding money to save is even harder. So let’s figure out how to get what money we do have working for us!

Tax-free money does exist, if you know where to look 1630  

Tax-free money does exist, if you know where to look (français)

The simple truth is that money accumulates over time. It does not get handed to you, despite what you may see on TV. For many of us, it is not about windfalls or lottery tickets, it’s about being committed to investing over the long-term.

Top