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  1. [pdf] Now it’s even easier to grow your savings online!
  2. [pdf] Online banking makes saving simple.
  3. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.

    Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.

    We’ll also explore its features:
    • Plan design options for various needs and budgets
    • Embedded health and wellness services
    • Built-in HR support services
    • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
    • Dedicated advisor concierge service

    A question-and-answer (Q&A) period will follow the presentation.

    Register here to attend our session.




    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  4. Life insurance check-ins matter

    Life can change

    As an advisor, you know clients' lives—and their insurance needs—can change over time. Checking in with clients doesn’t have to be complicated. Even a quick insurance mention during regular financial discussions, like upcoming RRSP reviews, could reveal gaps and make sure their coverage still matches their situation.

    Did you know?
    • Over 50% of Canadian life insurance clients haven’t reviewed their coverage in the last two years.1
    • Clients who have annual reviews with their advisor report greater satisfaction with both their policy and the service they receive.2

    If you haven’t spoken with some of your clients lately, scheduling a quick life insurance review can help them feel more supported. It can also help strengthen your client relationships and help you grow your business.


    1 LIMRA Canadian Life Insurance Consumer Study, 2024.
    2 LIMRA Insurance Engagement Report, 2025.
     
  5. Canoe Financial
  6. [pdf] FeelingBetterNow
  7. An update on Travel Assist coverage

    The last several months have been very difficult for plan members. We recognize how important it is for them to get back to a sense of normalcy, including making summer travel plans.

    As countries start to reopen their borders, plan members with Travel Assist emergency medical benefits may have questions about whether they will be covered while travelling.

    For plan members who want to travel outside of Canada, here’s what they need to know.

    Out-of-country travel

    Plan members travelling to countries that are popular vacation destinations and have reopened their borders will be covered for eligible expenses, including those related to COVID-19.

    Please note: While a country may be open for travel, plan members should contact Allianz before departing to confirm that they are covered for travel to their specific destination.

    Plan members travelling to countries for which the Government of Canada has issued a Level 4 travel advisory (“Avoid all travel”) will not be covered.

    Please note that every country has different travel restrictions. Travelers could be denied entry to another country, even though their travel may be considered essential. Or they may be forced to self-isolate when they arrive at their destination. Canadians travelling to another country should consult that country’s travel restrictions and guidelines before departure and re-entry into Canada.

    Communicating with plan members

    Below is a link to a plan member version of this communication. Please encourage your clients to share this with their plan members who have Travel Assist coverage on their benefits plan. It’s important for them to know their coverage details before they make their travel plans. We have also posted this update on the plan member website at EquitableHealth.ca.

    An update on Travel Assist coverage PDF

    If you have questions, please contact your Group Account Executive or myFlex Sales Manager.

  8. [pdf] Withdrawal Request
  9. [pdf] Personalized Ads - What does your retirement bucket list include?
  10. [pdf] Protecting your plan