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Message from Ron Beettam
As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you and your clients.
We have a robust and well-tested business continuity plan in place and our business is almost 100% digital. Almost 90% of our employees are now working remotely from home and are maintaining the high level of service you have come to expect from us. We still have a fully functioning Document Services Centre that is managing our incoming and outgoing mail. Our sales and customer service teams remain open to support you and your clients.
Equitable Life’s online application process, EZcomplete®, offers non face-to-face capability and continues to be your go-to resource for managing your business virtually. We are receiving a record number of online applications and are committed to helping you maintain a certain degree of daily activity. EZcomplete® non-face-to-face works for all life, critical illness and segregated fund applications.
Advisors will be pleased to know that we have increased non-medical limits for life insurance. We are also looking at other underwriting changes, digital delivery of life insurance contracts and additional digital payment options.
Our Savings & Retirement advisors will find our new Transaction Authorization Requirements table a valuable resource for submitting forms and documents. Can’t meet with your client in person to get a signature? Not to worry. You can have your client sign a letter of direction and take a picture to authorize a number of transactions.
Transacting in a non face-to-face environment can be a challenge but we will continue to revisit existing processes and look for ways to modify requirements to help you to continue managing your business. All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs.
To stay up-to-date, please refer to Equitable Life’s COVID-19 information page. There you will find the latest information for all lines of business.
As the global situation continues to evolve rapidly, we ask for your patience as our solutions also evolve quickly and accordingly. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you protect what matters most to Canadians.
Ron Beettam, President and CEO -
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.
Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Register now
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
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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.
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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. -
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. -
Fresh new look for Equitable’s Path to Invest
When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.
You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.
Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year.
Date posted: March 12, 2025 -
Important Changes to your Equitable EquiNet Login
We know that in today’s world, you have a lot of logins and passwords to go with them.
Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.
This technology is called passkeys.
A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.
You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.
How passkeys will work on EquiNet:
This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.
All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
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How to talk to clients about CI when they don’t want to
Does this sound familiar?
You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.”
“Why is that?” you ask.
“Because….
- Critical Illness insurance is expensive!
- I don’t understand what it covers exactly.
- I have money to cover me if I get sick, so I don’t need this.
- I’m healthy enough.
- It’s not life insurance, so I don’t need it right now.
- I already have disability coverage through my work.”
If you’ve heard any of these responses, and didn’t know how to respond, we can help.
Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance.
Want to learn more? Check out our CI Path to Success modules here!
Need CE credits? Take our Path to Success program here. - [pdf] G2 - Application for Change
- [pdf] G3 - Application for Change