Competitive edge newsletter - August 2025

Individual Wealth

EZtransact: Your digital edge for client requests

Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.

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.

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.

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.

5 great reasons to work with Equitable

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.