Equitable Life RRSPs ( français)
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.
- Interactive Investor Profiler
- Personalized Advisor Ad (click on the link for instructions on how to customize)
- RRSP: Advisor Prospecting Letter
- RRSPs: It's Time (#1352)
- RRSP vs. TFSA: Helping You Choose (#1353)
- RRSP Loans - Less Tax, Better Retirement (#1354)
- Benefits of RRSPs (#1355)
- RRSP vs. Mortgage (#1356)
- Work Hard, Play Hard, Save Hard (#21SR)
- Are You Saving Enough for Retirement? (#1357)
- RRSP / Pivotal Select Poster (18" x 24") (#20SR)
- Online article series: Share RRSP article
Applications, forms and point of sale materials:
- Pivotal Select Application (Registered/Non-Registered) (#1384)
- Pivotal Select Fund Facts (#1366)
- Pivotal Select Contract and Information Folder (#1403)
- Guaranteed Interest Account Application (Registered/Non-Registered) (#799)
- Guaranteed Interest Account Contract (#798)
- Investor Profile Questionnaire (#1165)
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
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 email@example.com.