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  1. EZstart
  2. [pdf] Daily/Guaranteed Interest Account Application - TFSA
  3. Frequently Asked Questions
  4. [pdf] Invest with Equitable
  5. Announcing our new Travel Assist provider We are pleased to announce that we are partnering with Trident Global Assistance as our new Travel Assist provider, effective June 1, 2023.
     
    Based in Etobicoke, Ontario, Trident provides travel assistance for thousands of Group Benefits plan members. Trident has an experienced leadership team with decades of combined industry expertise. They have both the operational know-how and global networks to provide your clients and their plan members with 24/7 support for their travel health assistance needs.
     
    No action is required from plan sponsors or plan members. For clients with Travel Assist included in their plan, the transition to Trident will be seamless. The phone numbers for Travel Assist will remain the same and there is no requirement to download a new benefits card.
     
    As we previously announced, Allianz Global Assistance, our current Travel Assist provider, is exiting the Canadian group travel administration market. Allianz will continue to accept and support claims and inquiries received before June 1, 2023. All claims and inquiries received June 1 or later will be supported by Trident.
     
    In the meantime, we are working closely with Allianz and Trident to help ensure a smooth and seamless transition for our clients and their plan members.
     
    If you have any questions about the transition to Trident as our new Travel Assist provider, please contact your Group Account Executive or myFlex Sales Manager.
  6. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  7. 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.
     
  8. 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.

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

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

    Need more information? Please contact your Equitable wholesaler.

  9. [pdf] Cloud DX FAQ
  10. [pdf] Payout Annuity Advisor Guide