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  1. NEW Jump Around feature available on EZcomplete One of the most requested features is available on EZcomplete® effective November 19, 2022. We like to call it “jump around”. It’s the ability to jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.

    This functionality is helpful as you can input basic client information ahead of a meeting to review with the client later. After completing the Owner’s step (step 1), you could jump to step five (Subsequent Payment) or step six (Third Party). This allows you the opportunity to easily jump back and add a second owner once you have all their details from the client. You can also return to your dashboard, and when you go back into the application, you will be returned to the owner’s section.

    Hitting the Save button will save the information you have inputted already, so after jumping ahead to a different section, you can return to complete those questions knowing your progress will be saved.  When you have completed all the necessary fields, hitting the Done button will validate all the information and the step will be complete. A check mark will appear beside each completed and validated step.
    Please note, if you go back to a previously validated step and change information you will have to go through all subsequent steps and complete and validate them again by clicking next if nothing has changed or making any necessary changes.

    To Equitable Life®, the term EZ really means something! Learn more about how doing business with Equitable Life continues to be easy.

    Questions: Please contact your Regional Sales Manager

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  2. 2023 is here and we are here for you! Equitable Life® would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2023!
    Just a reminder, we made some changes in 2022 to make doing business with Equitable Life easier. Some of the most recent enhancements include:

    Opt in for text messages on new applications
    ● Upon submission of an application, you can opt-in to receive text message updates for your new business applications. That’s a text message when the application is received, when a decision is made, when it’s ready for delivery and when the commissions have been triggered.

    Cloning pages on EZcomplete®
    ● You now have the ability to clone an application on EZcomplete. A whole family or a spouse can have a lot of duplicate information and the ability to clone an application can save tremendous amounts of time and make for a much more pleasant client experience.

    Jump around on EZcomplete
    ● Jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.

    To learn more about these great enhancements contact your local wholesaler.

    Continue watching for news from Equitable Life for more great launches and enhancements in 2023!
     

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  3. New 350 Life and CI Applications

    On August 2nd, 2023, Equitable Life® will be updating the privacy and legal sections on some forms. This includes the form 350 Paper Application for Life and/or Critical Illness Insurance. This change will also be applied on our websites and our online application EZComplete®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec. This will take effect on September 1st, 2023.

    Due to this change, we ask all advisors to use the latest version dated May 2023 of the paper application after August 2nd. Applications in Quebec must use the lastest version from September 1, 2023 onwards. 

    For all regions outside Quebec, we will support a transition period from ‘old’ to ‘new’ applications until December 31st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness application.








    To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:

    Form-350-Image-EN-(1).jpg

    To order paper copies, click here.

    Email completed applications to supply@equitable.ca.

    To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada.

  4. Updates to Savings & Retirement applications and point of sale materials

    Equitable Life has updated the following Savings & Retirement point of sale materials.

     

    Form #

    Form Name

    Description

    2086

    Pivotal Select FHSA Application

    New application to support the First Home Savings Account (FHSA) registration option

    1403

    Pivotal Select Contract & Information Folder

    Updates have been made to support the new First Home Savings Account (FHSA) registration option

    796

    Guaranteed Interest Account TFSA Application

    Updates have been made throughout the application to make it simpler and more straightforward. Additionally, a new “Privacy Consent” section has been added.

    799

    Guaranteed Interest Account Registered / Non-Registered

     
    The new documents are available to download from EquiNet®. Paper documents are also available to order from Equitable’s Supply Team here.

    To allow advisors time to transition to the new applications, we will continue to accept the following versions until further notice:

    If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

     

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

     Posted September 11, 2023
  5. Like a summer breeze – Applying for LIFE insurance just got easier!

    What has changed? 

    A resting electrocardiogram (ECG) is no longer required for most LIFE cases.
    •    That’s right! We eliminated the resting ECG as a routine age/amount requirement for most life  insurance applicants.
    •    Of course, we may still request an ECG in certain cases at our underwriters’ discretion – for example, if the client has a history of diabetes or smoking. 


    Why did we do this?

    It’s simple – Equitable® is dedicated to continually enhancing the client and advisor experience. By eliminating the ECG step for routine applications, life insurance clients can obtain the coverage they need more quickly and with less effort.


    Updated resources coming soon!

    The tools below are being updated shortly to reflect the above change:
    •    Our age/amount schedule for Life insurance products 
    •    The underwriting requirements built into our illustration tool
    •    Our paramedical service providers’ ordering system

    Until then, if you see an ECG as a listed requirement for your client in any of the above, there is no need for you to order the ECG unless we specifically ask for it. 

    Questions? Please contact your local Equitable wholesaler to learn more.

    View our Evidence of Insurability Schedule (#1343) – (see p.1 chart for Life products).



    ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  6. Take advantage of our online services today!
  7. Life Insurance Replacement Disclosure Forms (LIRD)
  8. [pdf] Dollar Cost Averaging
  9. [pdf] Equitable GIF Advisor FAQ
  10. Understanding segregated funds and their benefits