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  1. Manage more details within Contract Delivery for New Business applications We are excited to announce further enhancements to our eDelivery process to empower you, the advisor, the ability to manage client details more easily within Contract Delivery.

    Effective January 15, 2022, advisors will need to create a Password within Contract Delivery when choosing “eDelivery” as the contract delivery method and provide the password to the client to use as their password:
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    The Password must be between 4 and 100 alpha/numeric characters, and cannot be the Policy number. For multiple signers the password (and email address) must be unique per each signer.

    Advisors can now edit and/or update an email address within Contract Delivery, in the event of a bounce back or email change, to keep the eDelivery process moving and avoid delays in processing time. If a lock out occurs, advisors can trigger a resend of the signing email once they add a new valid email address in Contract Delivery. Simply click the pencil icon beside the Email field to enter the valid email address:
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    Another new feature- in the event a client has declined, the advisor will get an email from Equitable Life®. Click through to EquiNet® within the email to view the message within Contract Delivery that the client provided as the reason for decline under a new “Declined Details” section. This enables you to connect with the client to proceed with the sale by discussing the reasons for decline with them directly.

    Also new for clients with this enhancement, policy owners of a policy created after January 15 will be able to see a PDF copy of their policy within client access. Note: this PDF copy is as the policy was originally issued.
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    Resources: 

  2. [pdf] B2B Loan application process for Equitable Life of Canada
  3. Flexibility for a client’s ever-changing life

    Term life insurance offers full and partial conversion options to meet changing needs


    Life is always changing—whether a client is buying their first home, welcoming a new baby, or sending the kids off to college. While most clients think of term life insurance as a solution to meet a temporary need, they don’t necessarily consider the power of term conversion options to meet their future needs. 

    Full and partial conversion options can help meet a client’s needs as their life journey and insurance needs change, without having to provide proof of continued good health. 

    Full conversion:
    •    With full conversion, clients can convert all of their term coverage from their policy or rider to permanent life insurance. This allows the client to lock in a level premium rate for life.




    Partial conversion:
    •    With a partial conversion, clients can convert a portion of their term coverage from their policy or rider to a permanent plan. This allows them to help cover off both a short-term need and also provides lifetime protection.

    Did you know?
    Our partial conversion with a term rider carryover is now more flexible than ever. Read more about it here!

    For more information, please consult the Equitable Term Life insurance admin guide.

  4. Let’s “Talk Money”: From first savings to retirement income
    Financial Literacy Month may be ending, but the conversation shouldn’t.

    Talking with an advisor helps normalize money conversations— including discussions on saving, spending, managing debt, and more. This can help clients feel better and make smarter financial choices. As an advisor, you can guide clients from their first savings through to retirement with Equitable® .

    Starting out? Clients can consider:
    Tax-Free Savings Account (TFSA)
    Save for short- or long-term goals and take out money anytime, tax-free.

    First Home Savings Account (FHSA)
    Save up to $40,000 tax-free for a first home. Contributions may be tax-deductible, and withdrawals are tax-free for buying a qualifying home.

    Growing wealth? Clients can consider:
    Registered Retirement Savings Plan (RRSP)
    Contributions may be tax-deductible. Good for long-term savings—money grows tax-free until retirement.

    Guaranteed Interest Account (GIA) / Daily Interest Account (DIA)
    Earn steady interest with flexible terms. Available in a TFSA, RRSP, and FHSA.

    Retirement ready? Clients can consider:
    Payout annuities
    Guaranteed income for life or a set time. Helps make sure savings last.
     

    Resources to support these conversations
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    Use our easy online tools: EZcomplete®  to apply and EZtransact™ for transactions. Let’s help Canadians save smarter—one step at a time. When we work together, success is mutual.

    Reach out to your Director, Investment Sales if you have questions.
  5. The power of together At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.

    Together with advisors and partners across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions. Together we are helping clients protect today and prepare tomorrow.















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    Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
     
  6. [pdf] Claimant Statement for Individuals
  7. How can I help to expedite the contracting process?
  8. Termination
  9. General Information
  10. General Information