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1. [pdf] A better group benefits experience
2. [pdf] The Approach to Suitable Sales - Reference
3. [pdf] Equitable Guaranteed Investment Funds – Investment Class
4. [pdf] G2 - Application for Change
5. [pdf] G3 - Application for Change
6. Digital tools for your clients and their plan members

   In this issue:

   • Digital tools for your clients and their plan members*
   • QDIPC updates terms and conditions for 2024*
   *Indicates content that will be shared with your clients.
    

   Digital tools for your clients and their plan members*

   Do your clients know how to use all the available digital tools in their Equitable® benefits plans? With useful features for both plan administrators and their members, it’s even easier for your clients to access their plans online. 

   Tools for plan administrators

   • Our online plan member enrolment tool lets groups and administrators add new plan members online without completing paper forms
   • The EquitableHealth.ca plan administrator portal makes it easy for plan administrators to manage their plan anytime and anywhere. Helpful features include:
     • A premium calculator to calculate monthly costs for plan members
     • A simple process for updating plan member information
   • Digital welcome kits provide personalized information directly to plan members through email
   • Easy, automated payment options help plan administrators avoid missed payments by offering pre-authorized debit or electronic funds transfer

   Tools for plan members

   • Our plan member portal at EquitableHealth.ca provides secure, 24/7 access to claims history and coverage details. It also lets members submit claims, and includes health and wellness resources
   • Electronic notifications and claims payments give plan members claim updates via email and deposit payments directly into their bank account
   • The Equitable EZClaim® mobile app lets plan members submit claims quickly and securely on-the-go from their mobile device
   • Digital benefits cards give plan members the convenience to access their benefits cards easily from a mobile device

   Help with digital benefits tools

   We’ve created a brochure and video guide to help plan members use digital tools for a smoother, more convenient benefits experience. 
   
   Plan members can contact us at 1.800.265.4556 and select the option for Web Support if they need further assistance.
    

   QDIPC updates terms and conditions for 2024*

   Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.
   
   Based on its latest review, QDIPC is revising its pooling levels and fees for 2024 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. These updates take effect January 1, 2024. You can view the updates here.
   
   We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
   
   If you have any questions, please contact your Group Account Executive or myFlex Account Executive.
   
    
7. GIA Coming to the Equitable FHSA Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   And now, we’ve got some more great news. We’re working to expand the Equitable® FHSA to include our Guaranteed Interest Account (GIA). But clients don’t need to wait to start earning tax-free income in a FHSA.
    
   If clients want to open a FHSA now but may be interested in an Equitable GIA,  simply choose the No-Load Equitable Money Market Fund Select investment option while we work on including the GIA on FHSA. The current yield to maturity is 5.41% gross.¹
    
   We will let you know when the GIA is available in FHSA in the coming months. Once it is available, advisors can speak to clients about the GIA options available in the FHSA and select what best suits their needs.
   
   Don’t forget, clients who make a contribution to their FHSA, RRSP or TFSA between January 1 and February 29, 2024, could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.²
    
   For more information, please contact your Regional Investment Sales Manager.
    
   1 As of January 16, 2024, 4.06% net after deducting the management expense ratio. Yield to Maturity: the market value weighted-average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
    
   2 Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.

   Posted January 17, 2024

8. Streamline your transactions with EZtransact

   Skip the forms and submit more transactions digitally with EZtransact^® to see how Equitable^® has continued to make it easier for you to do business with us.
   
   What’s new with these updates?

   
   One-time PAD functionality for Daily/Guaranteed Interest Account

   With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
    

   Key benefits of these enhancements include:
   •  enhanced rate guarantees to secure the best rates available for clients,
   •  daily updated interest rate guide informs you of the latest rates,
   •  interest rate guarantee valid for three business days, for direct deposits from clients.
   
   Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
   
   
   Reduce RSP to RIF conversion time

   Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
    
   Features include:
   •  RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
   •   RIF Calculator to easily calculate your conversions.
   
   Save time with our enhanced digital experience.
   
   
   Sort & Filter Enhancements
   We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:
   
   •  Filter “My Clients” By Product Type/ Registration Type
   •  Sort “My Clients” By Contract Number/ Client Name
   •  Filter “Transactions” By Transactions Status/ Transaction Type
   •  Sort “Transactions” By Date

   

   You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual.
   
   Get to know EZtransact and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: April 3, 2025

9. Choosing the right funds
10. Last chance to be entered to win – Snowball Your Savings contest ends March 2
    There’s still time to turn client contributions into a win for both of you. Until March 2, 2026, when clients set up or contribute to their Equitable^® Registered Retirement Savings Plan or Tax-Free Savings Account, they’ll be automatically entered into Equitable’s Snowball Your Savings contest. And here’s the exciting part: two winners will be randomly drawn—and their advisors will share in the celebration!
     
    Key Dates
    Contribution Period: January 1 – March 2, 2026
    Draw Date: March 23, 2026
     
    How to Enter
    
    Advisors can easily submit client contributions through Equitable’s EZcomplete^® or process transactions using EZtransact^®. Every eligible entry is a chance to win!
    
    
    
    
    
    Why Equitable?
    We can help Canadians grow their savings with confidence. With a diverse range of investment funds and three distinct guarantee classes, Equitable offers flexible, goal-based solutions designed to support your clients’ financial journey.
    
    Make the Most of It
    Connect with your Director, Investment Sales to explore strategies for driving contributions, boosting engagement and supporting Canadians this season.
     
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.   
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.