Site Search
550 results for visit website quick PROBLEMGO.com Need to hire someone to get my IRS audit to stop
-
New online course available
Boost your knowledge and earn CE Credits
Looking to deepen your understanding of Universal Life insurance and get a new CE Credit?
Equitable is excited to offer a new addition to our online learning center: The mechanics of Universal Life. Whether you are new to the concept or looking to refresh your expertise, this course will help provide the knowledge you need to start conversations with clients.
Our CE credit courses allow you to learn at your own pace and earn CE credits quickly and easily.
Available Courses:
• The mechanics of Universal Life *NEW*
• Introduction to Whole Life Insurance
• Participating Whole Life for the Children’s Market – A head start for tomorrow
• Path to Success - Expert Advice on Navigating CI Sales
• Ensuring a Compliant, Needs-based Insurance Sale
• Where UL Fits in your product portfolio
• Building your business with Critical Illness insurance
• Harness the Power of Whole Life Cash Value
A few important notes before you get started:
• The programs are hosted on Teachable: https://equitable-life-education.teachable.com
• Username: Please use your email address that you are contracted with
• Password: Equitable
• Please use Google Chrome to access the courses
You can earn CE credits right away when you complete these courses.
Start earning CE Credits!
Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses.
All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
Questions?
Contact your local wholesaler.
Are you having trouble logging in?
Email equitableiimarketing@equitable.ca for assistance. - [pdf] TFSA Third Party Contribution
-
New year tune-up for Equimax participating whole life
It’s a new year and time for an Equimax® tune up! We have made some exciting changes for new sales of Equimax Estate Builder® and Equimax Wealth Accumulator® effective February 11, 2023.
These exciting enhancements make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
Watch our informative video to learn more.
Check out our Equimax splash page for complete details on all the enhancements, our transition rules, and much more.
What’s new?- All new children’s policies will now be issued as non-smoker for life – we will no longer request a non-smoker declaration for new children's policies.
- We have also removed the policy fees on new Equimax sales, reducing total premium payments – allowing clients to buy even more coverage for the same payment.
The following enhancements add more value, making it easier for you to recommend Equimax as your preferred whole life solution.- Monthly Excelerator Deposit Option(EDO) payments and EDO payments received off anniversary will now buy more paid-up additional insurance,
- Dividends earned on EDO payment paid-up additions, and credited on the base policy, can now buy even more paid-up additions,
- New clients now have the option to elect individual policies on joint last to die (JLTD) plans if their personal situation changes,
- We have also changed the way we calculate monthly premiums – resulting in lower premium payments across the board,
- And we have added our KIND™ benefit program to Equimax, as we did for our newest Generations Universal Life solution last September – making it easier for families and beneficiaries at claim time.
- And, finally, we are introducing some new sales illustration features, a Web-based software and more to help you market Equimax!
Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
Need more information? Please contact your local wholesaler.
® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. - [pdf] EZtransact FAQ
- [pdf] Edelivery policy change FAQ
-
Update: Improved Employee Assistance from Homewood Health
As we announced in June, we are expanding our relationship with Homewood Health to help you meet the mental health and wellness needs of your employees and their families. Beginning Oct. 1, 2019, Homewood will be the new provider of both our Employee and Family Assistance Program (EFAP) and our online health and wellness services.
Following the transition to Homewood, plan members will benefit from added features:
- Signing in to Homewood Health online allows the platform to customize content unique to your interests.
- All plan members will have access to a Health Risk Assessment to help identify health and wellness barriers.
- i-Volve, Homewood's online cognitive behavioural therapy program is available for all plan members to help them manage anxiety and depression.
Learn more about Homewood Health and how they will be providing your plan members with exceptional EFAP and online health and wellness resources.
What does the transition to Homewood mean for you and your plan members?
We will be working with you in the coming months to facilitate the transition and support your employees. Most importantly, there will be no disruption of service delivery to employees who are currently in short-term counselling with our current EFAP provider.
The transition timeline
Groups without an EFAP
Online health and wellness resources will be available through EquitableHealth.ca just as they are now. Here's what you can expect in the coming months.
September
- We will send plan administrators an email with more details about the resources available to assist in the transition, including:
- How to register for Homewood Health online
- A video orientation for plan members
October
- October 1st – plan members can access the Homewood online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.
The transition timeline
Groups with an EFAP
We’ve created a helpful infographic that outlines the steps involved in the transition to the Homewood Health EFAP over the coming months. Please save or print it for easy reference. Below are some of the highlights.
August
- We will send plan administrators an email with official notice that the enrolment certificate for our current EAP provider, LifeWorks, will terminate on Sept. 30, 2019, and that Homewood Health Inc. will be our new Employee Assistance Program provider as of Oct. 1.
September
- Homewood will send you a welcome email, including how to access the EFAP, who to contact for support and where to find resources to help share the news with plan members.
- Homewood will follow up directly to answer any questions you may have.
- Homewood will begin offering orientation and training sessions for both plan administrators and plan members. These will be running throughout the fall so you can attend at your convenience.
October
- October 1st – plan members can access the Homewood EFAP and online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.
- Orientation and training sessions will continue to be available for both plan administrators and plan members throughout October.
Learn More
The resources listed below answer common questions about Homewood and our EFAP transition:
If you have a question that is not addressed here, please contact your Group Account Executive or myFlex Sales Manager.
- [pdf] A Unique Approach to Managing Disability
- About
- Deposits using online banking
- [pdf] Excelerator deposit option Q&A