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  1. [pdf] WorldCare Medical Second Opinion Service
  2. [pdf] Coverage2go
  3. Mental health support for all plan members

    As the COVID-19 pandemic continues, many Canadians are dealing with increased stress and anxiety. Now, more than ever, plan members need easy to access resources to help them cope with these uncertain times.

    Through our partnership with Homewood Health®, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access to tools designed to provide guidance and support, including i-Volve, Homewood’s Online Cognitive Behavioural Therapy tool.

    Proven therapy, at your own pace

    Included with Homewood Online resources in every Equitable Life® plan, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions. It encourages incremental changes in behaviour and is proven to be an effective therapeutic approach for dealing with mild to moderate anxiety or depression. Plan members work at their own pace through a series of web-based exercises, ultimately helping to change the ways in which they think, feel and react in various situations.

    Free for all Equitable Life plan members

    All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.

    Contact your Group Account Executive or myFlex Sales Manager to learn more about Homewood Health and i-Volve Online CBT.

     

  4. New “Update Payment” feature for banking changes has launched! Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.

    What’s new?

    A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:

    1.  STOP pre-authorized payments.

    2.  RESUME pre-authorized payments on overdue accounts.

    3.  CHANGE which bank we withdraw money from.




    The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature. 

    How it works!

    When a change is requested using the new Update Payment feature, our Operations team receives it online.  They will review and process the changes within three business days, as per Equitable’s current service standards. 

    The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.

    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.

    Need more information? Please contact your Equitable wholesaler.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  5. Making it easier to do business with us At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  

    New and Improved UL Fund Performance page

    Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
     
    We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

    Highlights include: 
    ● Save your favourite funds for easy access. 
    ● Fund search and tools to filter by product, asset class and sustainability. 
    ● Share feature allows you to easily share fund information with clients. 
    ● Ability to compare fund performance. 

    Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 

    New “Update Payment” feature for banking changes has launched!

    Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 

    Speak to your individual life wholesaler to learn more about these great enhancements!

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  6. [pdf] How to access in-force illustrations
  7. With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them The Equitable™ First Home Savings Account is off and running! Thanks to your amazing support, many clients have already taken advantage of the great benefits the FHSA has to offer. Let’s keep the momentum going.

    Clients don’t need to wait to start making their dream of home ownership a reality!

    With the Equitable FHSA they can put their money to work right away.  Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), the Equitable FHSA offers clients an array of investment products to suit their individual needs and risk tolerance.

    Don’t wait. Get clients started today!

    And, clients who open a FHSA before December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And, the advisor wins $2,000!   

    To open a FHSA for clients, log into EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  

    For more information on FHSA, including a FAQ, and client materials, visit EquiNet® or contact your Regional Investment Sales Manager.  

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

    Equitable FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

    Posted November 7, 2023
  8. Questions about eDelivery? New eDelivery page

    Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

    New-Business-eDelivery-EN.jpgPolicy-Change-eDelivery-EN_conversions.jpg
    We’ve made it easier to get the information you need to electronically deliver the insurance contract promptly. 

    eDelivery makes it quick and easy, and our new landing page ensures you’re able to find the information you need regarding the New Business eDelivery process, or the Policy Change and Conversions eDelivery process. You can find various resources in the Links section on the right-hand side of each page to help you along the way. 
     
     
     
     
  9. Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator Looking for an easy way to explain insurance? We have a digital tool to do just that!
     
    Start a Conversation with EZstart™
     
    EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.

    We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.

    Don’t forget about our other EZstart tools that are available for you. Learn more. 
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  10. [pdf] Corporate Preferred Estate Transfer using universal life