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1. Coming March 23, 2020 – Equimax enhancements include 60 months of flexibility to make extra deposits

   The following features will be available on Equimax Estate Builder® and Equimax Wealth Accumulator® plans!   
   
   60 months of Excelerator Deposit Option (EDO) flexibility

   • Up to 60 months to make initial EDO payment or resume stopped or reduced payments. No additional underwriting required. 
   • For approved EDO amounts exceeding $150,000 annually ($12,500 monthly), clients have up to 12 months from the date the EDO application was signed or the date of the last EDO payment to make an EDO payment before a contribution cap may apply.
   • Available on all policies with an effective date of March 23, 2020 or later.
   
   
   
   EDO available on case ratings of 300% or less
   • If a policy already in effect has a rating over 200% and up to and including 300%, the owner can apply to add EDO provided the policy was issued under the 2017 tax rules.
   • Additional underwriting and submission of satisfactory evidence may be required.
   
   
   
   Disability Benefit Disbursement at no extra cost
   • If a life insured becomes disabled from a severe mental or physical impairment as defined in the policy contract, the owner may apply for a tax-free,* lump sum payment of up to 100% of the policy’s cash value.
   • Exclusions apply. See sample policy contract for full details, including the qualifications for the disbursement.
   • Available on all policy issued under the 2017 tax rules.

   
   
   * Tax laws are subject to change. The payment of the disability benefit disbursement may affect the adjusted cost basis (ACB) of the policy as it is considered payment of a capital benefit. Changes in ACB can affect the future taxation of the policy.

   Processing your Application
   To make the transition as smooth as possible, please take a moment to review the following transition rules.
    

2. Application cloning option now available on EZcomplete As of September 10^th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
    
   This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
    
   Please note the following important details regarding cloning:
    
   • Cloning the application will duplicate all information that has been completed in the existing application into the new application.
   • In the family situation described above, the information about the policy owner should be completed in the original application. The application should then be cloned before entering any information about the insured person, as there will be a different insured person for the new application.
   • Cloning applications can be convenient, but it carries risk. It is imperative that the advisor review every section of the new cloned application to ensure that the information is meant to apply to the new application. If an advisor incorrectly includes information about an individual in the new application, this could give risk to a privacy breach or to liability for the advisor if the questions are answered incorrectly for that individual.
   • If the application was submitted and is no longer on the dashboard you will not have the option to clone it.
   • You will not be able to change the product type on a cloned application so if you need to select a different product, you will need to start a new application.
   • Any documents that were attached to the previous application will not be cloned. The documentation will need to be attached again if required.
   • All information from an existing application will be duplicated to the cloned app up to the Signatures step (step 8). Signatures/advisor report will need to be obtained and completed again on the new cloned application.
    
   Resources
   • EZcomplete FAQ
    
   Please contact your Regional Sales Manager for more information
    
3. Dialogue Virtual Healthcare now available to add to Equitable Life benefits plans

   We’re pleased to announce we are partnering with Dialogue, Canada’s leading virtual health provider, to offer unlimited and on-demand virtual access to primary healthcare practitioners.   Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services. It is available to add to all Equitable Life benefits plans for an additional cost as of July 1, 2023. Features of Dialogue Virtual Healthcare Available 24/7, 365 days a year, Dialogue Virtual Healthcare provides access to unlimited non-urgent medical care for a wide range of health concerns. Plan members get fast access to the largest, most experienced and bilingual medical team in Canada for non-urgent medical issues. They also benefit from in-app prescription renewals and refills, personalized follow-ups after every consultation, and concierge-level navigation support for all referrals to in-person specialists when needed. Dialogue’s industry-leading platform provides an all-in-one patient journey to address health issues, reducing long wait times and time away for doctor appointments. Plan members and their families can access Dialogue Virtual Healthcare through the secure web portal or mobile app. The Dialogue medical team includes doctors, nurse practitioners and nurses. Plan members can use the service even if they’re already receiving care from a family doctor. Benefits of Virtual Healthcare For your clients By providing access to Virtual Healthcare, plan sponsors can help to: Drive employee engagement; Reduce absenteeism related to in-person medical appointments; Manage chronic health issues; Attract and retain top talent; and Build a healthier workforce. For their plan members By providing easier access to primary healthcare practitioners, Virtual Healthcare can offer extra health and wellness support for plan members. It also supports members that may experience barriers to accessing in-person healthcare, such as: Living in a remote location; Work or family obligations during standard medical clinic hours; Mobility challenges related to a disability; and Transportation challenges. Learn more about bringing Dialogue Virtual Healthcare to your clients Click the link to learn more about Dialogue Virtual Healthcare : Welcome to Dialogue! Questions? To learn more about how your clients can add Virtual Healthcare to their benefits plan, please contact your Group Account Executive or myFlex Sales Manager.

4. [pdf] Do you know Dakari and Ash
5. A New Universal Life Insurance Solution for the 21st Century – Available NOW! Introducing a new universal life solution built for the 21st century: Equitable Generations™ universal life insurance is available for sale NOW!

   
   Check out our Equitable Generations universal life splash page: www.equitable.ca/ul

    
   Our new Equitable Generations universal life insurance
   Equitable Generations is a universal life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
   
   NEW: EZstart^TM Generations
   Today we are launching EZstart Generations which is:
    
   • A mobile-optimized tool for advisors
   • Designed to start a conversation and provide a possible universal life solution in under one minute
   • Goals based - you can see how Equitable Generations™ universal life insurance can perform at different stages of a client’s life.
   Give it a try and use this tool as you are starting the conversation about universal life solutions with clients. EZstart links directly to the EZcomplete® online application for an easy digital experience.
    
   NEW: SMS
   Effective today, September 26, 2022 when you submit 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,
   • A decision has been made by Equitable Life,
   • The policy is ready for delivery, and
   • The commissions have been triggered.
   Please note, this number is not monitored for incoming texts. Please contact Customer Service with any questions.
   Learn more
   
   Find all the exciting details on our virtual launch splash page (www.equitable.ca/ul) and watch our informative videos to get all the information you need to start selling Equitable Generations universal life.

   
   Check out our Equitable Generations universal life splash page: www.equitable.ca/ul

   
   Click on the Marketing Materials tab on EquiNet® for all of our new Equitable Generations marketing materials.

   Please contact your Regional Sales Manager for more information. 

    
   ^TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. 
    
    
6. Equitable Life presents a conversation with Equitable Asset Management Group

   
   Did you miss our recent webcast with Equitable Asset Management Group’s Dave Irwin? Did you want to watch it again? Click here to access the On Demand presentation.
   
   
   Summary
   
   After a record-breaking descent into bear market territory, equity markets have since undergone an unprecedented recovery despite the continued negative economic impacts of COVID-19. With market performance seemingly at odds with the outlook for corporate profits and recessionary calls from economists, what can possibly explain the optimistic tone of the market and is it justified? Please join us to hear David Irwin, Director, Portfolio Management and Client Relations share some insight into the current environment, key market drivers and policy responses to help put market performance in context.
   
   Don’t miss your opportunity to also hear about Equitable’s Active Portfolios and recent No Load CB sales charge option.

   
   
   Please note that this webcast is open to advisors only. Be advised this webcast is available in English only. We will not be seeking any Continuing Education credits for this webcast.

7. New web illustration tool for critical illness insurance

   A seamless integration with EZcomplete

   
   At Equitable^®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 
   
   This simple and intuitive tool integrates with the EZcomplete^® dashboard to create a seamless experience. 
   
   Key features:
   ● Create CI illustrations for clients that easily transition to the application, with most fields auto populated.
   ● Save illustrations on your EZcomplete dashboard. This allows you to return and change or finish the quote at your convenience.
   ● Generate a fully compliant CI illustration PDF without logging into EquiNet^®.
   
   Reminder: You have access to the same web illustration features for term insurance. 
   
   Visit the new web illustration tool here.
   
   
   
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
8. Equitable Savings & Retirement communications are changing We’re revamping Equitable’s Savings & Retirement client communications! Our new letters give us the opportunity to ensure we are providing the right information in the right way to our clients.
   
   As well as refreshing the look and feel of our letters, we’ve updated the content to be more clear, inclusive, and informative. This new experience will help show clients that we understand their needs and are here to support them in their investment journey.
   Notable enhancements you can expect to see in our letters include:
   
   •  New layouts that provide a consistent experience
   •  Digestible content written in plain language
   •  Investment data organized in easy-to-review tables
   •  Easily identifiable next steps and contact details
   
   The rollout of the new letters began in June, starting with our client Welcome/Confirmation letter. You can access a copy of the client’s letters on EquiNet^®.
   
   If you have any questions or want to share feedback, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 2, 2025 
9. [pdf] Payout Annuities Product at a Glance
10. [pdf] EZtransact FAQ