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Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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Our Critical Illness Insurance Path to Success Program
Our Critical Illness Insurance Path to Success program was designed with you, the Advisor, in mind.
Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.
Learn more about the CI Path to Success Program
Next steps:
If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
Enhancements to our Critical Illness Insurance product EquiLiving®
The timing couldn’t be better for connecting with your Regional Sales Manager to gain access to this program, as we have made recent enhancements to our Critical Illness product that will help you offer more options to clients. We’ve enhanced our EquiLiving plans and riders with:
• 20 pay options with coverage to age 75 or coverage for life
• Support from Cloud DX to help monitor a client’s well-being from treatment to recovery
• Added Acquired Brain Injury as a covered critical condition
• 30-day survival period removed for all non-cardiovascular covered conditions
• No age restriction to claim for Loss of Independent Existence (LOIE)
• Adult Covered Conditions definitions updated to 2018 CLHIA definitions
• Increased the number of Early Detection Benefit covered conditions from 4 to 8
• And so much more …
Contact your Regional Sales Manager to get set up in the program and learn about other CE accredited presentations happening each week. -
Let’s talk about Critical Illness insurance, the Equitable way.
Having critical illness insurance benefits in an important time of need is so valuable. Get the right critical illness insurance coverage for your clients.
In 2022, we made some significant updates to our EquiLiving® Critical Illness insurance plans to provide better choices and features for clients.
These significant updates included:
● The addition of Acquired Brain Injury as a covered condition
● The addition of 20 pay options allowing more choice when choosing the right plan for your clients
● The removal of the age restriction for juveniles to claim for Loss of Independent Existence
Plus, a Canadian first, the addition of Cloud DX. Cloud DX is a value-added service that provides remote patient monitoring to claimants in addition to the full critical illness benefit paid by Equitable Life®. Cloud DX delivers medical grade hardware directly to the client so that Cloud DX can remotely monitor their vitals to help ensure they are on and stay on the road to recovery.
View our new Critical Illness video on YouTube or Vimeo!
With these updates and more, EquiLiving Critical Illness Insurance is there for clients, not only at time of their claim but also during their recovery. To learn more about Critical Illness insurance, the Equitable way, contact your local wholesaler.
*Cloud DX is a non-contractual benefit and may be withdrawn or changed by Equitable Life® at any time. To be eligible for the Cloud DX offering, a claimant must be age 12 or older and have received payment on or after February 12, 2022 for a covered critical condition benefit under an individual critical illness insurance policy issued by Equitable Life. An early detection benefit payment does not qualify. Equitable Life pays for 6 months of Cloud DX subscription fees. If the claimant wishes to continue the Cloud DX service after 6 months, they will be responsible for the cost.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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New secure encryption process for outstanding Equitable S&R business requirements
The Equitable® Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests.
Previously, advisors had to manually password protect or unlock PDF documents. This caused delays and difficulties for recipients. The new encryption process will remove that confusion and make it easier for advisors to send and receive secure, encrypted messages.
Advisors will now receive secure, encrypted emails from the QA annuity operations mailbox. These emails will use an encrypt option to protect personal client information, such as attachments or requests for personal documents. Recipients will get an email with a subject line saying they have a secure private message. They will need to sign in to view the message or choose to get a one-time passcode (OTP).
Please ensure to check the SPAM folder for the OTP option as it will expire in 15 minutes. Enter the OTP in the secure message
portal.
Emails are sent in both English and French, with automatic translation based on browser settings. Recipients must click the view button to access the message in the secure web portal where they can see the encrypted attachment.
Make sure to click Reply in the top right corner of the encrypted message to keep communications within the secure portal.
For more information or assistance, please contact your Director, Investment Sales.
Date posted: May 22, 2025 -
Protect clients and yourself from cyber attacks
Cyber criminals are targeting advisors’ computers and email accounts. They are targeting advisors because you have detailed financial information about clients. These attacks put you and clients at risk by exposing private financial data, allowing unauthorized withdrawal attempts, and easing identity theft. A breach can lead to financial loss and a damaged reputation.
How to stay safe:
• Use strong security: Turn on multi-factor authentication, change your passwords often, and make sure passwords are unique.
• Install antivirus or internet software: Use trusted programs such as Norton or McAfee to protect your computer.
• Keep everything updated: Make sure your computer’s operating system and software are up to date.
• Get expert help: Ask an IT professional to check your security system.
• Be careful online: Take cybersecurity training to learn about new threats. Don’t click on suspicious links, including from people you don’t know.
• Have cyber insurance: This can help protect you if something goes wrong. You can usually get it through your E&O provider.
Remember: Cyber criminals also target the public, including client email accounts. They may use a client’s email to send you requests that look real. Call clients to confirm emailed requests, especially if someone asks to withdraw money or change banking information.
Our clients trust you with their financial future. Do everything you can to keep their information safe. - Get in touch
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Crunch the numbers with Equitable Life’s RRSP Loan Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
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Omar and Sarah want to catch up on contributing to their RRSP after the COVID lockdown. How much can they afford to contribute?
Did you know?An RRSP loan can be an excellent way to jump start your retirement savings. Check out Equitable Life’s RRSP Loan Calculator.