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Individual Insurance
![New! Digital Beneficiary Change Request option for clients (Individual insurance)](/advisor/getattachment/75349ad2-5c94-4c2e-81bf-d6404e1bf3df/GettyImages-1660208394-400x400.jpg)
New! Digital Beneficiary Change Request option for clients (Individual insurance)
Great news! Equitable® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access.
Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
Which plans are eligible?
Eligible
• Individually owned plans with revocable beneficiary designations.
• Plans with policy owners not living in Quebec.
Not eligible
• Plans with irrevocable or preferred beneficiaries.
• Plans with policy owners living in Quebec.
Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
Learn more: Please contact your local Equitable wholesaler.
1 minute read
Savings & Retirement
![What’s new in EZtransact](/advisor/getattachment/8d8eafcb-39fc-4923-801e-f4c0e61adc06/EZtransact400x400.png)
What’s new in EZtransact
We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.
Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Director, Investment Sales.
Date posted: July 11, 2024
1 minute read
Individual Insurance
Savings & Retirement
Group Benefits
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