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1. Help your clients this tax season with Equitable Life
   It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.
   
   Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
   If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
    
   For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
2. THREE new ways to help make your Savings & Retirement business run smoother
   As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
   
   1. Prefilled Fund Transfer Form
   The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
   
   
   
   2. Client eSignature Audit History and Document Download
   If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
   
   
   3. Email the Client Contract Info and Fund Facts Before Signing
   You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
   
   
   Log in to EZcomplete today!
    
   Speak to your Regional Investment Sales Manager to learn more!
   
   
   
    
3. Tax Slips – What you need to know
   It is tax time, and clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.
   
   Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable^® Client Access Inbox.  Advisors can download tax receipts on Document Lookup on EquiNet^®.
    
   For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.
    
   Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.
   
    _{® denotes a trademark of The Equitable Life Insurance Company of Canada.
   ^{Posted: February 15, 2023}}
4. Critical Illness Insurance Update Path to Success CI program
   This program was designed with you, the Advisor, in mind. It gives you ideas and scripts that you can use in your conversations with clients about Critical Illness. Catch a sneak preview below!
   
   The three realities of health care are:
   - Incidence of being diagnosed with a critical illness is exceptionally high
   - No one is immune
   - Survival with consequence; even if one survives a critical illness, the financial and emotional consequences are significant 
   
   Want to know more?
   Visit the Critical Illness Path to Success page on EquiNet
   Earn CE credits through the Path to Success program!
   
   
   
   
   
   
   
   
   What’s new with CI?
   If you missed some of our updates, check them out below!
   • June was Brain Injury awareness month… Check out some of our posts on our social media channels! LinkedIn | Facebook | Twitter | Instagram
   • EZcomplete now automatically displays Critical Illness insurance premiums
   • Cloud DX signs contract with Heart Centre
    
   For more information, reach out to your local wholesaler.
5. FasatWeb Upgrade Implementation At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
    
   What’s new?
   On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
   ● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
   ● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
   ● Compensation Inquiry screens will now have a new look and feel.
   ● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
   1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
   2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
   
   
   
   
   
6. And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
    
   Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
    
   January 16, 2024, draw:
   Client: Jagan A., ON
   Advisor: Krupa P., ON
    
   February 13, 2024, draw:
   Client: Pawandeep K., ON
   Advisor: Jaskaranjit S., ON
    
   Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
    
   From all of us at Equitable, thank you for your trust and partnership.
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Date Posted: March 13, 2024
7. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

   A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  
   
   Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
    
   As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
   
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Winnie C., Ontario
     Advisor: Rebecca M., Ontario

   • Client: Eunice D., Alberta
     Advisor: Diamond O., Alberta

   • Client: Loyda A., Alberta
     Advisor: Michael V., Alberta

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.
   
   Date posted: April 24, 2024
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

8. New! Digital Beneficiary Change Request option for clients (Individual insurance) Great news! Equitable^® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access. 
   
   Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
   
   Which plans are eligible?
   
   Eligible
   • Individually owned plans with revocable beneficiary designations.
   • Plans with policy owners not living in Quebec.
   
   Not eligible
   • Plans with irrevocable or preferred beneficiaries.
   • Plans with policy owners living in Quebec.
   
   Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
   
   
   Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
   
   Learn more: Please contact your local Equitable wholesaler. 
9. 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.
    
10. New! Digital Beneficiary Changes – for advisors In July, Equitable^® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 
    
    We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!
    
    It’s easy! Just log in to EquiNet^®, then select Policy Inquiry from the Menu bar. 
    
    This simple process is another step in our journey towards enhancing your experience of working with us.
    
    
    
    
    
    
    
    
    
    
    Which plans are eligible*?
     

    Eligible	Not eligible
    Individually or jointly owned plans with revocable beneficiary designations.	Plans with irrevocable or preferred beneficiaries.
    Plans where all policy owners are living outside Quebec.	Plans with policy owners living in Quebec.

    
    *These eligibility rules apply to requests made online by both clients and advisors. 
    
    Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.
    
    Learn more
    Please contact your Equitable wholesaler for more details.

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