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  1. Product at a glance
  2. [pdf] Pay Instruction Changes
  3. 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.
  4. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  5. Repositioned Wealth Accumulator available

    Repositioned Equimax Wealth available now

    As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.

    Equimax Wealth is now repositioned for your high net worth clients

    Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
    image_for_wa.jpg

    Highlights of the repositioned Equimax Wealth Accumulator:

    • More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
    • Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
    • More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
    • More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.

    Learn more

    For full details on the transition, please see our transition rules.

    For more information on this product, please visit the Equimax page on Equinet.

  6. Equitable Life Group Benefits Bulletin – May 2020

    In this issue:

    *Indicates content that will be shared with your clients


    Easy and convenient digital resources for your clients and their plan members

    During this time of physical distancing, people are looking for ways to interact with their providers virtually. We have several convenient digital tools available to make it easier for your clients and their plan members.


    For plan administrators:


    Plan administrator portal (EquitableHealth.ca)

    Our secure portal allows plan administrators to easily manage their plan anytime and anywhere. Instead of printing and mailing forms, they can make real-time updates at their convenience. The site also makes it easy to:

    • View or upload forms and other important documents;
    • Retrieve billing information;
    • Estimate monthly premium costs; and
    • View announcements, tips and reminders.

    Plan administrators can visit www.equitablehealth.ca to activate their account.

    Digital Welcome Kits

    Instead of paper kits that can easily get lost or quickly become outdated, plan members receive personalized welcome kits via an interactive email, including instructions on how to:

    • Activate their online group benefits account;
    • Download their digital benefits card;
    • Submit claims from their computer or mobile device;
    • Review their coverage details; and
    • Explore health and wellness resources.

    Easy automated payments

    Automated payments are a convenient way to avoid missed payments, suspended claims and disruption. Plan administrators simply complete the pre-authorized debit form and send to GroupCollections@equitable.ca. Or contact Group Collections about online banking and electronic funds transfer (EFT).

    We can help

    For assistance, plan administrators can contact their Client Relationship Specialist or our Web Services team at 1.800.265.4556 ext. 283 or groupbenefitsadmin@equitable.ca.


    For plan members:


    Plan member portal (EquitableHealth.ca)

    By logging into EquitableHealth.ca, plan members have secure 24/7 access to their personalized Group Benefits account. They can:

    • View and submit claims;
    • Review their coverage details; and
    • Access health and wellness resources.

    Electronic claims payment and notifications

    Once plan members have activated their Group Benefits account on EquitableHealth.ca, they can easily set up receiving their claim payments via direct deposit, and their claim notifications via email.

    EZClaim Mobile App

    Submitting claims is fast, easy and secure with the Equitable EZClaim® mobile app for iOS and Android devices. Plan members can view and submit health and dental claims and review their coverage details.

    Digital Benefits Cards

    Instead of digging through their wallets, plan members can download a digital version of their benefits card to their mobile device.

    We can help

    We’ve created a video guide to help plan members access and use their digital resources. For further assistance, plan members can contact our Web Services team at 1.800.265.4556 ext. 283 or groupbenefitsadmin@equitable.ca.


    Alberta government delaying biosimilar initiative

    As we announced in the February 2020 issue of eNews, the Alberta Biosimilar Initiative will require patients using several originator biologic drugs to switch to a biosimilar in order to maintain coverage through their Alberta government sponsored drug plan.

    Due to the increased demands the COVID-19 pandemic is placing on healthcare providers, the Alberta government has postponed the switching requirement. Affected patients will now have until January 15, 2021 to switch to the biosimilar version of their drug in order to maintain provincial coverage.

    We continue to investigate appropriate options to help ensure this provincial change does not unreasonably impact Equitable Life groups and patients and will keep you informed.
    For more information about the Alberta Biosimilars Initiative, consult the Alberta government website.


    Yukon increasing Insurance Premium Tax

    The Yukon Government has announced that it plans to increase its Insurance Premium Tax rates effective January 1, 2021. The premium tax rates for group life and accident and sickness insurance are expected to increase from 2% to 4%. The new tax rates will be applied to premiums paid on or after January 1, 2021.


    Manitoba and New Brunswick relaxing drug limits

    In order to protect the drug supply during the COVID-19 crisis, residents of most provinces were temporarily limited to receiving a 30-day supply of drugs when filling a prescription. Normally, doctors prescribe a 90-day supply for most maintenance-type drugs.

    The Government of Manitoba and the Government of New Brunswick are now relaxing this 30-day limit for prescription drugs where shortages do not exist. They will address potential shortages of specific drugs if necessary.

    As the situation continues to evolve, there may continue to be changes to provincial legislation and prescription limits. Plan members should speak to their pharmacist for the most up to date information.


    Free guide to accessing virtual healthcare

    With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

    As we announced previously, we’ve made it easier for plan members to find the information they need using our Guide to Accessing Virtual Healthcare. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

    The Guide also indicates which services are covered by public health plan, so there’s no cost to the patient to access them if they provide their valid provincial health card.
    We will continue to update the Guide as more virtual healthcare providers and services become available.

    The Guide is available on both EquitableHealth.ca and Equitable.ca.


    Homeweb for plan members who are losing coverage

    We know these are difficult times for Canadian employers and their employees. As businesses temporarily suspend operations, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

    That’s why we were pleased to announce that Homewood Health® and Equitable Life will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

    Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

    • iVolve, online self-directed Cognitive Behavioural Therapy;
    • Resources to support themselves and their family members through the COVID-19 pandemic;
    • An interactive online Health Risk Assessment; and
    • An online library of tools, assessments and e-courses.

    This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.

  7. [pdf] Equitable GIF Non-Registered Application
  8. [pdf] DUCA Credit Union Lending Arrangement
  9. COVID-19 Group Benefits FAQ
  10. No printing, no scanning—just EZcomplete EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.

    How does it work?
    EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!

    When can I use it?
    Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.

    Why use EZcomplete®?
    It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.

    Start using EZcomplete® today and make your application process smoother than ever.

     If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: October 7, 2025