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Individual Insurance
New publication: CLHIA consumer guide for critical illness
In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.
Some of the topics include:
● What critical illness insurance covers in Canada
● If critical illness insurance is the right choice for a client
● What critical illness insurance policies may or may not include
● Plan types and offerings
● And more!
Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.
Share this with clients in addition to the great resources below!
Critical illness insurance with Equitable video: View on Vimeo.
Critical illness prospective letter template – simply fill it out and send off to your clients!
Want to earn CE credits? Check out our Critical Illness Path to Success program.
Need more information?
Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Savings & Retirement
And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…
A big thank you for making Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.
Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
We’ve now completed the draws and are thrilled to announce the following winners:
Client: Winnie C., Ontario
Advisor: Rebecca M., Ontario
Client: Eunice D., Alberta
Advisor: Diamond O., Alberta
Client: Loyda A., Alberta
Advisor: Michael V., Alberta
Congratulations to our winners!
From all of us at Equitable, thank you for your trust and partnership.
Date posted: April 24, 2024
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
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Individual Insurance
Savings & Retirement
Group Benefits
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At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.