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  1. May 2026 eNews

    In this issue:

    • Save the date: Group benefits advisor roadshow is returning to a city near you

    • One-time passcodes will be added to our login experience this week*

    • Delisted service providers: What clients need to know*

    • Keeping plan member information up to date*

       

    *Indicates content we will share with your clients.
     

    Save the date: Group benefits advisor roadshow is returning to a city near you

     

    Mark your calendars—our annual group benefits advisor roadshow will be travelling across Canada this fall.

     

    Watch your inbox for an invitation with more details soon. In the meantime, here’s our full list of event dates and cities.

     

    • Monday,  Sept. 28 – Vancouver, BC

    • Tuesday, Sept. 29 – Edmonton, AB

    • Wednesday, Sept. 30 – Calgary, AB

    • Thursday, Oct. 1 – Saskatoon, SK

    • Friday, Oct. 2 – Winnipeg, MB

    • Tuesday, Oct. 6 – Halifax, NS

    • Wednesday, Oct. 7 – Ottawa, ON

    • Thursday,  Oct. 8 – Markham, ON

    • Tuesday,  Oct. 20 – London, ON

    • Wednesday, Oct. 21 – Kitchener, ON

    • Thursday, Oct. 22 – Oakville, ON

     

    One-time passcodes will be added to our login experience this week

    Starting next week, anyone who logs in to EquitableHealth.ca® or the Equitable EZClaim® mobile app with an email address and password may also need to enter a one-time passcode to access their account. The one-time passcode will be provided by email.

     

    Adding this form of multi-factor authentication (MFA) to our login process will further enhance our digital security and help safeguard your account and our clients’ personal data.

     

    Don’t forget—you can create a passkey instead.

     

    Passkeys are another form of MFA. They provide a quick, easy and secure way to access your account, using either biometrics—your face or fingerprint—or a PIN authenticator to confirm your identity.

     

    Anyone who uses a passkey to log in to their account will never be required to enter a one-time passcode.

     

    In case you get questions…

     

    If a client asks you about these changes to our login process, consider sharing this fact sheet with them. The fact sheet highlights the value of adding MFA to the login process and describes the differences between logging in with a one-time passcode versus a passkey.

     

    More information about one-time passcodes and passkeys is included at equitable.ca/effortless. There, you’ll also find short videos that show how easy it is to create a passkey on your mobile device and computer.

     

    Please reach out to your Group Account Executive if you have any questions.

    If you use the same email address to log in to your accounts on EquitableHealth.ca, EquiNet® and Equitable Client Access®, you can use the same passkey. Equitable Client Access is our secure site for Individual Insurance and Individual Wealth clients.

     

    Delisted service providers: What clients need to know

     

    Protecting clients’ group benefits plans is our priority. That’s why we regularly assess healthcare service providers, clinics, facilities and medical suppliers in our network. These reviews help ensure the claims plan members submit meet eligibility requirements.

     

    If our review indicates a provider is not meeting those requirements, we may delist them.  

     

    Common reasons we delist providers include:

    • Billing for services that weren’t provided or aren’t medically required

    • Changing information about treatments provided (e.g., service dates or patient names)

    • Incomplete records or treatment notes

    • Lack of cooperation with an audit

    • Suspension of the provider by their licensing college or association

    • Criminal convictions

       

    What clients need to know

     

    If a provider is delisted, we will not accept or process claims for services or supplies they provide. However, plan members can still choose to use delisted providers at their own expense.
     

    We provide clients instructions on where to find our current list of delisted providers in each Plan Administrator eNews announcement. We also encourage them to share the list with their plan members.
     

    Whenever we delist a provider, we try to contact plan members, who have recently submitted claims for their services, to inform them of the change and help prevent future claim submissions. However, plan members are responsible for checking our list of delisted providers before purchasing any product or service to avoid having to pay at their expense. The list is available on EquitableHealth.ca.
     

    If you have questions about our list of delisted service providers or our process of reviewing providers, please contact your Group Account Executive.
     

    Keeping plan member information up to date

     

    Keeping plan member information current helps ensure accurate benefits coverage and premium calculations.

     

    When a plan member’s earnings or occupation changes, the plan administrator must update this information as soon as possible. Updates made before a benefits plan renewal helps ensure renewals are based on current data.

     

    If a plan includes short-term disability (STD) or long-term disability (LTD) benefits, outdated earning information can affect disability claim payments for plan members.
     

    We send an annual reminder to plan administrators before renewal. The email includes step-by-step instructions on how to review and update plan members’ earnings and occupation information.

     

    Three ways to update earnings and occupation information

     

    Plan administrators can review and update plan members’ information by either:

    1. Making updates directly through the plan administrator site (update access required),

    2. Generating an earnings and occupations worksheet through the plan administrator site (online reporting access required), or

    3. Requesting a worksheet by emailing groupbenefitsadmin@equitable.ca.

       

    The worksheet includes instructions on how to submit completed updates to us. If you have any questions, please contact your Client Relationship Specialist or email groupbenefitsadmin@equitable.ca.

  2. Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diver Although an often-overlooked asset class, infrastructure assets are physical assets that provide an essential service to society. Investing in infrastructure can offer stability and diversification in a well-balanced portfolio. 
    Check out Equitable Life® ClearBridge Sustainable Global Infrastructure Income Fund Select in this issue of Fund Focus. The fund aims to achieve long-term capital appreciation and income by investing in publicly listed real estate companies across a spectrum of property types and geographies.  

    Reasons to Invest:  
    • ClearBridge has 50+ years as a leader in active management, with a focus on sustainable investing. 
    • An ESG (Environmental, Social and Governance) driven investment process: ESG factors are part of fundamental research and a bottom-up security selection process, and risks and opportunities are viewed through an ESG lens. 
    • Predictable income generation throughout the cycle: Invests in income-generating infrastructure assets, with cash flows underpinned by regulation or long-term contracts. 
    • Participation in global infrastructure renewal: Both developed and emerging economies are growing their infrastructure assets, producing new investment opportunities. 
    • Lots of flexibility - broad ranges for sector allocation and geographical allocation 

    For more information, check out the Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select or contact your Regional Investment Sales Manager.  

    Date posted: July 20, 2023

    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. 

     
  3. Streamline your transactions with EZtransact

    Skip the forms and submit more transactions digitally with EZtransact® to see how Equitable® has continued to make it easier for you to do business with us.

    What’s new with these updates?


    One-time PAD functionality for Daily/Guaranteed Interest Account

    With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
     

    Key benefits of these enhancements include:
    •  enhanced rate guarantees to secure the best rates available for clients,
    •  daily updated interest rate guide informs you of the latest rates,
    •  interest rate guarantee valid for three business days, for direct deposits from clients.

    Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
    DIAguideEN-(1).png

    Reduce RSP to RIF conversion time

    Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
     
    Features include:
    •  RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
    •   RIF Calculator to easily calculate your conversions.

    Save time with our enhanced digital experience.
    RSPtoRIF.png

    Sort & Filter Enhancements
    We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:

    •  Filter “My Clients” By Product Type/ Registration Type
    •  Sort “My Clients” By Contract Number/ Client Name
    •  Filter “Transactions” By Transactions Status/ Transaction Type
    •  Sort “Transactions” By Date

    SortandFilter-(1).png

    You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual.

    Get to know EZtransact and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.

    Date posted: April 3, 2025

  4. [pdf] the myFlex Difference
  5. [pdf] B2B Investment Loan Product Brochure
  6. Administration Reference Guide for Individual Wealth
  7. Take emotions out of investing
    Taking the emotion out of investing can be easier said then done. Most of us at one time or another have decided upon something strictly because of how we felt at the time, not because it was logical or made good financial sense. I am sure most of us have a good story to tell.

    When it comes to financial planning, you always want to encourage your clients to be a rational investor and accept that market fluctuation is part of the investment journey. Over the last few months, even the hardiest rational investor has been challenged to accept the market fluctuations. History shows us that this too, shall pass and markets will rise once more. The biggest question asked is always, when?

    While no one has a crystal ball with that answer, the best we can do is help our clients understand that when building portfolios, risk is always at the forefront of any good investment strategy. The level of risk is just one of the building blocks to constructing a financial portfolio that will see the client through good times and bad.

    Need more help? Equitable Life has created an emotional investing brochure to help your clients manage through these extraordinary times. To download a copy, click here. We have also included a template letter that you can personalize and use to reach out to your clients. To download an editable copy, click here.

     
  8. [pdf] Pre-Authorized Debit (PAD)
  9. 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.
     
  10. [pdf] When it is time to convert your RSP to a RIF