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Get to know our large case experts |
| We are thrilled to share the second episode of Ask our Experts featuring Kevin Till, AVP of Individual Life Pricing. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience. |
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| Online sales illustrations |
| Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable. Try running an illustration today! |
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Elevate your business with industry best practices and needs-based selling |
| In December 2024, FSRA released its latest Market Conduct Supervision Report. It highlights the need for advisors to follow certain rules and industry best practices. Read the full article: |
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| Equitable Savings & Retirement Division rebrands as Individual Wealth |
| The Equitable® Savings & Retirement division has a new name: Individual Wealth. This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus. |
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Sharpen your skills with Equitable’s Path to Invest summer learning modules |
| 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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| Exciting update: External transfer now available on EZtransact! |
| We are thrilled to announce a new feature that will make your work easier and more efficient. The External Transfer function was introduced to Equitable’s EZtransact® on May 14. |
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Market Commentary July 2025 |
| Markets were very volatile in April to start Q2 but calmed as the quarter progressed. Volatility was driven mostly by headlines about tariffs, but other fiscal policy developments also had an impact. |
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| Do clients imagine owning a dream home? |
| 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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