Competitive edge newsletter - August 2025
Submitted by Krishan on August 29, 2025 - 2:59pm
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| EZtransact: Your digital edge for client requests |
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| Advisors, are you using EZtransact® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free. |
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| | Do clients imagine owning a dream home? |
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| We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest. |
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| Equitable Savings & Retirement Division rebrands as Individual Wealth |
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| The Equitable® Savings & Retirement division has a new name: Individual Wealth. This change reflects how the division has grown. |
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| | Sharpen your skills with Equitable’s Path to Invest summer learning modules |
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| Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits? Equitable® now offers new online summer modules to help you grow your financial knowledge. |
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| | | 5 great reasons to work with Equitable |
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| There are plenty of reasons to work with Equitable®. We’ve rounded up the top 5 in our popular marketing piece 5 great reasons to make Equitable your first choice. |
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FOR ADVISOR USE ONLY ® denotes a trademark of The Equitable Life Insurance Company of Canada Copyright © 2025 The Equitable Life Insurance Company of Canada. All rights reserved.
As a contracted advisor with Equitable, we are keeping you up to date on promotions, product enhancements and other important information about our company.
Our mailing address is: Equitable One Westmount Road North
Waterloo, ON N2J 4C7
Canada Add us to your address book
www.equitable.ca
1.800.722.6615
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