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Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.

Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

• NEW! 10 pay premium option with Equimax Estate Builder®
• NEW! EquiLiving® plans and riders enhanced

EZcomplete and paper applications will be updated on February 12, 2022

Transition rules are available.

Watch for more information including the virtual product launch event.
[pdf] Preferred Retirement Solution using Equimax
2024 Holiday hours
The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable.

Thank you for your support this past year and for trusting Equitable with your Individual Insurance and Savings & Retirement business. Happy Holidays!

Client Care Centre Holiday Hours
Friday December 6, 2024 - CLOSED
Tuesday December 24, 2024 - 8:30 a.m. – 11:00 a.m. ET
Wednesday December 25, 2024 – CLOSED
Thursday December 26, 2024 – CLOSED
December 27, 30 and 31, 2024 - 8:30 a.m. – 7:30 p.m. ET
Wednesday January 1, 2025 - CLOSED

Savings & Retirement
All transaction requests to be handled same business day must be submitted in good order by:
● December 24, 2024, 11:00 a.m. ET
● December 31, 2024, 11:00 a.m. ET

FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
● December 31, 2024, 11:59 p.m. ET

FHSA online banking deposit deadline for 2024 contribution receipt:
● December 24, 2024, 4:00 p.m. ET Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day

RRSP deposits to be considered for the 2024 tax year must be:
● Dated March 3, 2025, or before
● Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET

RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
● March 3, 2025, 11:59 p.m. ET

RRSP B2B Loans:
● RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
Note: Transactions submitted after these dates will not receive a 2024 contribution receipt

Individual Insurance
Underwriting
● Underwriting must receive all evidence and outstanding Underwriting requirements by December 9th at the latest. Underwriting will then be able to decision these cases by December 16th. This will give the New Business team December 13th – December 31st to issue and settle policies.

New Business
● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 31st. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.

Field Payroll
● Second Last Pay Period for 2024 – December 11, 2024 to December 17, 2024 (Transmission/Statement date December 18, 2024)
● Last Pay Period of 2024 – December 18, 2024 to December 31, 2024 (Transmission/Statement date January 2, 2025)
● First Pay of 2025 – January 1, 2025 to January 7, 2025 (Transmission/Statement date on January 8, 2025)

Daily Pay will run on business days.

Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
[pdf] Preferred Estate Transfer using Universal Life
[pdf] Equitable Investor Profile Questionnaire
[pdf] Homewood Health Employee and Family Assistance Program
[pdf] B2B Loan application process for Equitable Life of Canada
Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life a This article has been updated to reflect changes to the Pre-Authorized Debit (PAD) for new business annual premiums – see below #2.

To enhance the ease of doing business with Equitable Life, we have added some additional payment methods to help your clients make their first and subsequent annual premium payments easily.

Three digital payment options for annual premium payments:

1. Online bill payment - Your client can pay their annual premium easily and quickly by using the online bill payment option through their financial institution. On your client’s banking website, they must set up “EQUITABLE LIFE-INDIVIDUAL LIFE & CI” as a “PAYEE”. Use the 9 (or 7) digit policy number as the “account number” then pay this new “bill”. This is the preferred option for annual payments.

2. Pre-Authorized Debit (PAD) - For policies where annual premiums are $2,500 or greater, your client now has the additional option of an annual PAD payment. Your client needs to provide a signed PAD authorization form, or a signed letter of direction that indicates they have read and agree to the terms of the PAD. This is a one-time authorization and needs to be repeated for subsequent annual payments.

3. Electronic Funds Transfer (EFT) or Wire Transfer - If online bill payment or a one-time PAD will not meet your client’s needs, such as when transferring funds from another financial institution or business to Equitable Life, and the annual premiums are $20,000 or greater, then an EFT is now an option that is available. A wire transfer is available on an exception basis only and is subject to approval.

Please contact your Regional Sales Team or customer service team for further questions.
About
Did you miss our Equimax update in December?
Equimax – a better and stronger solution!

Discover the latest Equimax updates

Great news! We’ve made further updates to our Equimax^® insurance solution to better serve clients.

Here are some of the changes:

● A new guaranteed 10 pay premium option for Equimax Wealth Accumulator^®.
● You can now add an Excelerator deposit option (EDO) on Equimax Estate Builder^® and Wealth Accumulator plans with a 10 Pay premium option (term rider not required at issue of the policy).
● We increased our flexibility with EDO. This will make it easier for clients to stop and start EDO contributions without losing their maximum approved contribution room. On top of that, these changes will apply to all inforce policies. A single set of EDO rules will apply to every Equimax policy whether it’s issued tomorrow or 10 years ago, making it simpler to help clients manage their policies.
● We increased the maximum amount of Equimax coverage that can be applied for without a special quote from $20M to $25M.

Equimax is now an even better and stronger solution. For a full breakdown of these product updates visit our splash page.

*Video available in English with French and Chinese sub-titles.

Please refer to our Transition Rules for all the details on processing your applications.

Need more information? Please contact your Equitable wholesaler.