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Equitable Life RRSPs ( fran├žais)

This year's RRSP deadline is February 29th, 2016.

This is the last day that an RRSP deposit can reduce your clients' 2015 taxable income.

New this year!

Equitable Life has partnered with BMO to make the lending process simpler than ever for you and your clients. For more information, review our " BMO Segregated Fund Loans" piece.

Tools and materials to help you start the conversation

Often clients have good intentions about saving for retirement, but even the best of intentions need an action plan to make them successful. As a trusted advisor you can help your clients see the value in making a Registered Retirement Savings Plan (RRSP) a financial priority. We've provided you with tools and marketing materials that will help you start the conversation with your clients, and show them why an Equitable Life┬« RRSP can help them to achieve their financial goals in retirement.

  Advisor tools:

  Marketing materials:

    Applications, forms and point of sale materials:

 

You can access Equitable Life's RRSP marketing materials by logging onto EquiNet, our advisor website. To order Equitable Life's RRSP marketing materials, complete and submit the  Savings & Retirement Supply Order Form (#1391). 
 
Questions?  

Our Advisor Services team would be pleased to assist you. You can reach them by phone at 1.800.668.4095, or email them at savingsretirement@equitable.ca.