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[pdf] myFlex Options Overview
[pdf] Transforming the group benefits experience
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
Equimax Estate Builder® reprice
[pdf] Equitable GIF Non-Registered Application
[pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship
Enhancements to ID Verification and Business Forms
We have made enhancements to some of our forms and created an additional form to help make it easier for you to do business with Equitable Life®.

The first enhancement is an update to the ID Verification section to allow for Third Party ID Verification when a client doesn’t want to provide ID documents to an Advisor. They are now given additional options to either use the Alternative Identification requirements, or consent to Equitable Life verifying their identity through a third party service provider. We’ve also clarified in the Advisor declaration that they can’t sign for their own policies as they aren’t able to validate their own ID.

The above changes have been made to the following forms:
The second enhancement is an update to Business forms. We’ve created a new form, 2004 Signing Authorities Certificate, to help Businesses provide the Signing Authority information needed more easily! Forms 594 and 682ENT have been updated to point to the new Form 2004 and also have new “Ownership structure” requirements added in section 2.

View the below forms for details on these changes:
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
The value of Equitable Life’s EZcomplete online application for Pivotal Select
Necessity is the mother of invention. And COVID-19 has taken Equitable Life’s® EZcomplete® online application to the next level. Prior to the pandemic, EZcomplete was touted as being convenient and easy to use. Well, it is. But now…it is so much more.

Whether secure in an office or safe at home, EZcomplete’s non face-to-face capabilities include an alternative to physical verification. EZcomplete simply requires verification of ID using a third-party service provider. The third-party service provider completes the verification behind the scenes using information that was already required to complete an application. By removing the physical ID requirements, the ID verification process has been automated and simplified.

EZcomplete’s electronic signature functionality is also easy and secure. To enable a remote signature, your client just provides an e-mail address. Your client will receive a link and security code that you provide. The client enters the code, reviews the application and e-signs the documents.

Step by step directions ensure you have the right details without any confusing or unnecessary questions. Highlighted fields alert you to any missing information, eliminating any extra work or effort. The immediate processing also helps make it an attractive resource.

Whether selling segregated funds face to face or from the comfort of home, Equitable Life’s EZcomplete online application and Pivotal Select™ segregated fund line up provide the solution for even the most rattled and weary investor. Learn more, visit EquiNet or contact your Regional Investment Sales Manager.
Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.

What’s new with this update?
New dashboard for client search
- The existing client search screen has been replaced with a new user-friendly dashboard.
- Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
- Users can refine the results and search by client name or contract number.
Transaction management
- Transactions submitted through EZtransact within the last 12 months are available, including their status.
- Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
- Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
  - Signing packages can be resent to clients who have not completed their e-signature.
  - Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
Signing process changes
- Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
- Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales

Date published: October 3, 2024
Making it easier to do business with us At Equitable^® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.

New and Improved UL Fund Performance page

Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies.

We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

Highlights include:
● Save your favourite funds for easy access.
● Fund search and tools to filter by product, asset class and sustainability.
● Share feature allows you to easily share fund information with clients.
● Ability to compare fund performance.

Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access.

New “Update Payment” feature for banking changes has launched!

Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet^®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more.

Speak to your individual life wholesaler to learn more about these great enhancements!

^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada