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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.
This year’s RSP contribution deadline is March 1, 2023

The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

Issuing New Policy with EZcomplete^®
- All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.
Issuing New Policy using Paper Application
- For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.
Deposits to Existing Policy
- Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.
  - New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.
- Clients can make online deposits to Equitable Life^® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.
- Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.
If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by March 1, 2023, to receive a 2022 tax receipt.

Please note that cheques and other paperwork cannot be backdated. They must be completed and signed by March 1, 2023, to qualify for a 2023 tax receipt.

Don’t forget about the Equitable Life RSP Grow Your Future Contest. We hope you have a great RSP season!

® denotes a trademark of The Equitable Life Insurance Company of Canada.
Clients could win $8,000 with an Equitable Life FHSA!



The Equitable Life^® First Home Savings Account (FHSA) is available!

Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership.

Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And the advisor wins $2,000!

Help make a client’s dream of homeownership a reality, starting today!

To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.

For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager. 

® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.

Equitable Life FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable Life FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable Life client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.

Posted September 11, 2023
Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.

What’s new with this update?
New dashboard for client search
- The existing client search screen has been replaced with a new user-friendly dashboard.
- Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
- Users can refine the results and search by client name or contract number.
Transaction management
- Transactions submitted through EZtransact within the last 12 months are available, including their status.
- Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
- Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
  - Signing packages can be resent to clients who have not completed their e-signature.
  - Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
Signing process changes
- Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
- Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales

Date published: October 3, 2024
Do clients imagine owning a dream home?

We’re here to help make that happen! Clients who contribute to a First Home Savings Account between May 1 and September 30, 2025, will be entered for a chance to win an incredible $8,000 in our Close to Home contest. Whether opening a new account or making an annual contribution, this is a golden opportunity to help them get one step closer to homeownership.

Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable^®, we believe that when we grow together, success is mutual.

Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. It’s fast, simple, and could bring clients closer to their dream home.

Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

Equitable’s Close to Home Contest: No purchase necessary. Contest period May 1, 2025, to September 30, 2025.  Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $8,000 CAD to be drawn on October 15, 2025, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
Getting a tax refund is exciting, but should it be?
Do clients know that when a tax refund is issued, it means they are giving the government an interest-free loan? If a client receives a tax refund, it may mean the client’s employer is withholding too much tax. Here’s how to change that.

The client can complete and submit Canada Revenue Agency (CRA) form T1213 (Request to Reduce Tax Deductions at Source).

The client will indicate which regular deductions and non-refundable tax credits to qualify for. These would include things like regular Registered Retirement Savings Plans contributions, childcare expenses, etc. When approved by the CRA, the client will see more money on every pay. A client might even want to make this request to reduce the tax withheld if a large bonus or vacation pay is anticipated.

Encourage clients to use the additional cash flow to increase monthly contributions, support a Retirement Savings Plan or Tax-Free Savings Account or repay an investment loan. Increasing savings each year – even by a small amount – can have a substantial impact on retirement savings. For additional questions, contact your Regional Investment Sales Manager.
Important information regarding use of the form 350 Application for Life and/or Critical Illness Ins
As of February 12, 2022 the new version of the form 350 (2022/02/12) was available on EquiNet® (Individual Insurance>Forms), and can be ordered from our Supply department using form 1390 Supply Order Form (Life and Health)

To apply for the new 10 pay premium option on Equimax Estate Builder, or the new EquiLiving plans or riders, the new version of the form 350 (2022/02/12) Application for Life and/or Critical Illness Insurance must be used. The new version of the 350 will include the option to select the new features.

We will not accept the 350 (2021/04/02) version of the application with a hand-written note indicating the new 10 pay premium option, or the new EquiLiving plans or riders.

After March 31, 2022, we will no longer accept the 2021/04/02 or earlier version of the 350 application for any life or critical illness products.

Site Search

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The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

Issuing New Policy with EZcomplete^®

All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.

Issuing New Policy using Paper Application

For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.

Deposits to Existing Policy

Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.

New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.

Clients can make online deposits to Equitable Life^® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.

Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.

The Equitable Life^® First Home Savings Account (FHSA) is available!

Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership.

Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And the advisor wins $2,000!

Help make a client’s dream of homeownership a reality, starting today!

To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.

For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.

Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable^®, we believe that when we grow together, success is mutual.

Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. It’s fast, simple, and could bring clients closer to their dream home.

Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

Site Search

506 results for access fast MAKEMUR.COM pay to dismiss case no lawyer needed HMP Forest Bank

The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember. Issuing New Policy with EZcomplete®

All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.

Issuing New Policy using Paper Application

For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.

Deposits to Existing Policy

Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.

New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.

Clients can make online deposits to Equitable Life® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.

Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.

The Equitable Life® First Home Savings Account (FHSA) is available!

Offered on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), this is a great opportunity to help clients achieve their dream of home ownership.

Clients who open a FHSA between September 11 and December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And the advisor wins $2,000!

Help make a client’s dream of homeownership a reality, starting today!

To open a FHSA for clients, log into EZcomplete, our highly rated online application tool. It is easy to use, convenient, and fast.

For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager.

Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable®, we believe that when we grow together, success is mutual.

Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete®, or process an online transaction with ease using Equitable’s EZtransact®. It’s fast, simple, and could bring clients closer to their dream home.

Want to learn more? Speak to your Director, Investment Sales, and help clients take the first step towards making homeownership a reality.

The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

Issuing New Policy with EZcomplete^®

Clients can make online deposits to Equitable Life^® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt.

The Equitable Life^® First Home Savings Account (FHSA) is available!

For more information on FHSA, including an FAQ and client materials, visit EquiNet or contact your Regional Investment Sales Manager. 

Advisors, Your Efforts Matter Too! By guiding clients towards their homeownership dreams, you’ll be entered to win $1,000 as a special thank you for your dedication and support. At Equitable^®, we believe that when we grow together, success is mutual.

Don’t Miss Out! Enter today using Equitable’s user-friendly online application platform, EZcomplete^®, or process an online transaction with ease using Equitable’s EZtransact^®. It’s fast, simple, and could bring clients closer to their dream home.