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1. [pdf] WL Annuity 20 Pay
2. [pdf] Daily/Guaranteed Interest Account Application - FHSA
3. New internal transfer enhancement available on Equitable’s EZcomplete

   Advisors will now notice a new internal transfer enhancement in EZcomplete®, Equitable’s online application platform — and it’s designed to make life a whole lot easier. With this update, moving a client’s funds from an existing Equitable® segregated fund contract into a new Equitable Guaranteed Investment Funds™ contract is now faster, smoother and far more intuitive. 

   Here’s what you can expect: 

   • A clear, consolidated view of clients’ current contracts. 

   • Key details — like product type, current market value, sales charge and Guaranteed Interest Account terms — displayed right up front. 

   • Options to complete full or partial transfers. 

   • Helpful alerts that guide you through each step and help prevent mistakes. 

   Everything you need to complete an internal transfer is now in one spot — no more digging through old statements or searching for external documents. It’s a more streamlined, transparent experience for both you and clients. 

   You can access the enhancement directly within EZcomplete (Individual Wealth).  
    

                          
    

   If you have questions, speak with your Director, Investment Sales or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email individualwealth@equitable.ca. 

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

4. [pdf] Transferring wealth to an adult child - case study
5. About
6. Meghan Vallis named head of distribution for myFlex Benefits and other group benefits updates

   Meghan Vallis named head of distribution for myFlex Benefits

   We are pleased to announce that Meghan Vallis, our Group Sales Vice President for Western Canada, will head national distribution for myFlex Benefits in addition to her existing responsibilities.
   
   As part of her expanded role, Meghan will lead the myFlex Benefits sales team and develop and implement strategies to achieve the growth of this offering. Meghan and the myFlex team will continue to focus on delivering market leading services for our clients and advisors.
   
   Meghan joined Equitable Life in 2020 and brings more than 15 years of experience in the group benefits industry to her expanded role. She is passionate about helping Advisors succeed to transform their clients' employee benefit experience.
   
   myFlex Benefits is one of the most unique and versatile benefits solutions for small businesses in Canada. It is fully pooled, includes a two-year renewal and features a user-friendly portal for plan members to make their benefit selections. And it’s simple to use: Plan sponsors set a budget and choose from a selection of benefit options. Plan members then use flex dollars to select from the options offered by their employer. Any leftover flex dollars are saved in a health care spending account (HCSA).  
    
   If you have any questions or are interested in learning more about myFlex Benefits, please contact your Group Account Executive or myFlex Sales Manager. 

   Changes to Short Term Disability (STD) benefit calculations for 2023*

   The Canada Employment Insurance Commission and Canada Revenue Agency have announced the 2023 changes to Maximum Insurable Earnings and premiums for employment insurance.
    
   The following changes to Employment Insurance (EI) will come into effect on Jan. 1, 2023:
   
   

   How does this affect your clients?

   Your clients’ STD benefit will be revised with the updated maximums based on the percentage of EI Maximum Weekly Insurable Earnings shown in their policy if:
   • Their Equitable Life Group Policy includes an STD benefit that is tied to the EI Maximum Weekly Insurable Earnings, and
   • At least one classification of employees has a maximum of less than $650.
   The additional premium for any increase from their previous STD amounts and new STD amounts will appear on their January 2023 Group Insurance Billing (as applicable).
    
   If their STD maximum is currently higher than $650 or based on a flat amount instead of a percentage or regular earnings, no change will be made to their plan unless otherwise directed.
    
   If your clients wish to provide direction regarding revising their STD maximum, or if they have questions about the process, they can email Kari Gough, Manager, Group Issue and Special Projects.

   Coming soon: Survey for Plan Administrators with recent disability claims*

   We’ve enhanced our communication processes to help your clients with disability plans manage their workplace absences more effectively. In early December, we will distribute a short survey to plan administrators who may have submitted an approved disability claim in the past six months. The survey will ask recipients about their satisfaction with the frequency and detail of our disability management communications.
   
   The email will come from GBClientFeedback@equitable.ca, and the survey will remain open until the end of the day on December 16, 2022. All responses will be confidential. We plan to use the feedback to help ensure that we’re meeting your clients’ expectations and delivering industry-leading service.
   
   We may also follow up with survey respondents directly, to address any concerns they’ve identified.
   
   * Indicates content that will be shared with your clients.
7. Clients could win $8,000 with an Equitable Life FHSA!

   
         

   
   The Equitable Life^® First Home Savings Account (FHSA) is available!  

   
   Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership. 

   
   Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution.  And the advisor wins $2,000!   

   
   Help make a client’s dream of homeownership a reality, starting today!   

   
   To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.  

   
   For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.  

    

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

   Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023.  Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 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 full contest rules. 

   Posted September 11, 2023

8. [pdf] B2B Investment Loan Application Process
9. [pdf] Pivotal Select Application - TFSA
10. EZtransact enhancements: New “Internal Transfer” and “Other Institution” options

    At Equitable^®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact^® that give you more flexibility and simplify transfer processes. 
    
    What’s new
    As of January 22, EZtransact now offers:   
    •  Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
    •  An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
    
    These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time. 
    
    These updates support:
    •  Advisors working with Individual Wealth clients
    •  Clients who need to move investments either within Equitable or from another financial institution
    
    To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place. 

    
    
    Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
    
    You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet^®. It appears right at the point where you select the financial institution for the transfer. 
     

    
    These updates are designed to:
    •  Give you more flexibility when managing external transfers
    •  Remove the need for manual steps or workaround solutions
    •  Help reduce errors that can happen during manual processing
    •  Improve efficiency for you and deliver a smoother experience for clients 
    
    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! If you have any questions, please contact your Director, Investment Sales.
    
    Date posted: April 1, 2026