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  1. [pdf] Path to Success - Overcoming Objections: I Can Use My Own Money
  2. Path to Success Module 5
  3. About
  4. [pdf] The Approach to Suitable Sales - Reference
  5. EZcomplete Training and Resources
  6. [pdf] Business Information Form
  7. Dialogue Virtual Healthcare now available to add to Equitable Life benefits plans

    We’re pleased to announce we are partnering with Dialogue, Canada’s leading virtual health provider, to offer unlimited and on-demand virtual access to primary healthcare practitioners.
     
    Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services. It is available to add to all Equitable Life benefits plans for an additional cost as of July 1, 2023.

    Features of Dialogue Virtual Healthcare
    Available 24/7, 365 days a year, Dialogue Virtual Healthcare provides access to unlimited non-urgent medical care for a wide range of health concerns. Plan members get fast access to the largest, most experienced and bilingual medical team in Canada for non-urgent medical issues. They also benefit from in-app prescription renewals and refills, personalized follow-ups after every consultation, and concierge-level navigation support for all referrals to in-person specialists when needed.

    Dialogue’s industry-leading platform provides an all-in-one patient journey to address health issues, reducing long wait times and time away for doctor appointments. Plan members and their families can access Dialogue Virtual Healthcare through the secure web portal or mobile app. The Dialogue medical team includes doctors, nurse practitioners and nurses. Plan members can use the service even if they’re already receiving care from a family doctor.


    Benefits of Virtual Healthcare

    For your clients
    By providing access to Virtual Healthcare, plan sponsors can help to:

    • Drive employee engagement;

    • Reduce absenteeism related to in-person medical appointments;

    • Manage chronic health issues;

    • Attract and retain top talent; and

    • Build a healthier workforce.

    For their plan members
    By providing easier access to primary healthcare practitioners, Virtual Healthcare can offer extra health and wellness support for plan members. It also supports members that may experience barriers to accessing in-person healthcare, such as:

    • Living in a remote location;

    • Work or family obligations during standard medical clinic hours;

    • Mobility challenges related to a disability; and

    • Transportation challenges.

    Learn more about bringing Dialogue Virtual Healthcare to your clients
    Click the link to learn more about Dialogue Virtual Healthcare : Welcome to Dialogue!

    Questions?
    To learn more about how your clients can add Virtual Healthcare to their benefits plan, please contact your Group Account Executive or myFlex Sales Manager.
  8. [pdf] Your guide to Coverage2go
  9. [pdf] B2B Loan Application Tips
  10. Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
    Equitable® wants to help clients achieve their financial goals in 2024.
     
    Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
     
    How it works:
    The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
    If they win, you win! The draw will be held March 20, 2024.  
     
    Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
     
    Speak to your Regional Investment Sales Manager to learn more.

    Posted: December 14, 2023

    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
    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.