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  1. Conversions
  2. [pdf] Equitable GIF TFSA Application
  3. [pdf] Equitable HealthConnector
  4. Supporting clients at claim time with KIND Did you know that our KIND™ program is available for new sales of Equitable Generations™ universal life and Equimax® participating whole life?

    In September 2022, we introduced our KIND program with our Equitable Generations launch and in February 2023 we announced the addition of KIND to new sales of Equimax.

    Our KIND program includes:
    ●  Compassionate Advance* - access up to 50% of your coverage to a maximum amount of $100,000 if the insured becomes terminally ill1
    ●  Bereavement Counselling - benefit for beneficiaries up to $1,000 total1
    ●  Snap Advance*- providing immediate access (if needed) of a portion of the death benefit up to $25,000 or the cash value of the policy, whichever is less when a death claim is submitted1
    ●  Living Benefit - tax-free access to the policy cash value in the event of severe disability1 We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.

    We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.


    To learn more about KIND with Equitable Generation or Equimax, read our our KIND Caring Claim Support Package or contact your local wholesaler.


    View our KIND video on YouTube or Vimeo! 
     
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
    * Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice
    1 Subject to meeting the eligibility requirements.
     
  5. Equitable Life's RSP Contest: Grand prize winners celebrate a future filled with possibilities! The Savings & Retirement team at Equitable Life recently celebrated the successful conclusion of their recent RSP contest with a special cheque presentation to Equitable Life client, Kavitaben Rathod, and her World Financial Group (WFG) advisor, Kinnari Patel, who were both thrilled to be selected as the grand prize winners.

    The Grow Your Future contest ran from January 1 to March 1, 2023, and offered clients and advisors a chance to win big by making RSP contributions. It was a hit with clients like Kavitaben as it provided them with a compelling reason to work with their advisors to build their wealth. Clients who made a deposit into an Equitable Life RSP policy between January 1 and March 1, 2023, had the chance to win the $5,000 grand prize. When Kavitaben won the grand prize, her advisor Kinnari won $1,000 as well.

    Alex Lucero, Regional Investment Sales Manager, Greater Toronto Area, met with both Kinnari and Kavitaben to present the cheque and took some photos to commemorate the occasion. The collaborative effort put in by the Equitable Life team was highly appreciated.

    Kavitaben expressed her sincere gratitude, sharing how surprised, excited, and delighted she was to be chosen as the grand prize winner. She described the experience as “an amazing feeling and our best day in Canada! It was a really fortunate moment for me”.

    Kinnari also expressed her appreciation to Equitable Life, Alex, and the entire WFG team for the proud moment and shared that the experience gave her “motivation and inspiration in her future work duties”.

    Equitable Life's commitment to offering products, services, and choices that best suit clients' needs was evident through the contest. Clients saw contest messaging through social media and equitable.ca, while advisors saw it on the EquiNet advisor website, through emails, and MGA and WFG newsletters.
     
    Congratulations to everyone who supported the contest and helped make it a success!

    Picture1Winners-(1).jpgPicture2Winners-(1).jpg

    Date posted: April 19, 2023 
     
  6. [pdf] Third Party Form
  7. Extending Homeweb to plan members who are losing coverage

    We know these are difficult times for Canadian employers and their employees.

    As businesses temporarily suspend operations to help stop the spread of COVID-19, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

    So we are pleased to announce that Homewood Health® and Equitable Life® will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

    Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

    • iVolve, Homewood’s online self-directed Cognitive Behavioural Therapy treatment tool to help manage mild to moderate anxiety and depression;
    • Resources and information to support themselves and their family members through the COVID-19 pandemic;
    • An interactive online Health Risk Assessment to help identify and address health risks; and
    • An online library of interactive tools, assessments and 20 different e-courses that allow each user to learn at his/her own pace.

    This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.

  8. Reminder: Beneficiary designations for children’s CI policies When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.

    Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.

    For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet® account.

    View client support resources on EquiNet
  9. [pdf] Activate your group benefits account
  10. [pdf] Equitable GIF FHSA Application