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  1. Navigating the current market
  2. [pdf] Do you know Darren
  3. [pdf] Withdrawal Request
  4. Explore Equitable EZBenefits™

    A better group benefits solution for your small business clients

    Running a small business isn't easy, especially for companies with smaller budgets and fewer resources. It can be tough to find a competitively priced benefits plan with the features that clients want. That’s why we created Equitable EZBenefits™, a benefits solution designed with the needs of small businesses in mind.

    Options to fit every need
    Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).

    Embedded services to support health and wellness
    To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
    ● Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
    ● Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
    ● Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.

    Extra HR support for EZBenefits clients
    EZBenefits also comes with built-in HR support through Equitable’s partnership with Citation Canada® (formerly HRdownloads). It takes the heavy lifting out of common human resource tasks with HR support tools and services. Features include:
    ● an award-winning cloud-based human resource information system (HRIS) to provide help from onboarding to offboarding and everything in between,
    ● access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads,
    ● a free Workplace Diversity and Inclusion online training course, and
    ● one free Life HR advice call with a seasoned HR expert.

    A streamlined process to optimize your time
    We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.

    Pricing stability for long-term stability
    When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.

    Find out more
    To learn more about EZBenefits, watch our video to learn more or view our brochure. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.

    * Not available in Quebec.
    ** Dental coverage is not included with the Bronze plan design option.
     
  5. [pdf] The Approach to Suitable Sales - Reference
  6. EZcomplete Non-Face-to-Face enhancement


    An EZ way to conduct your out-of-town business

    You asked for it, we built it: a solution for your non face-to-face business. EZcomplete® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

    How does it work?

    EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

     Just another reason to do business with Equitable Life® 

    EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

    Login to EquiNet® and click on the EZcomplete icon on the menu bar

     

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  7. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
     
  8. We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*. Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
    how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.

    Equitable Life was ranked #1 for overall segregated funds service performance*

    We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.

    Thank you.
     

    * Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.


     
  9. Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

    Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.  
     
  10. Access more fund performance information faster and easier



    Welcome to a new and improved Fund Overview & Performance  website for Equitable Life® segregated funds.

    A central location for:

    • fund performance and quartile rankings

    • daily and historical unit prices

    • fund information (available in web and PDF)

    • Fund Facts documents

    • MERs



    Highlights:

    • Save your favourite funds for easy access.

    • New fund search and filter tools by product, guarantee, asset class and sustainability.

    • Share features allow you to easily share fund information with clients.

    • Ability to compare fund performance of Equitable Life segregated funds.

    • Simulated backcasted returns for funds with less than five years of performance history.

     
    Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
     
     

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

    Posted February 27, 2023