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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.
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New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.
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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.
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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. -
- EZcomplete Training and Resources
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NEW Jump Around feature available on EZcomplete
One of the most requested features is available on EZcomplete® effective November 19, 2022. We like to call it “jump around”. It’s the ability to jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.
This functionality is helpful as you can input basic client information ahead of a meeting to review with the client later. After completing the Owner’s step (step 1), you could jump to step five (Subsequent Payment) or step six (Third Party). This allows you the opportunity to easily jump back and add a second owner once you have all their details from the client. You can also return to your dashboard, and when you go back into the application, you will be returned to the owner’s section.
Hitting the Save button will save the information you have inputted already, so after jumping ahead to a different section, you can return to complete those questions knowing your progress will be saved. When you have completed all the necessary fields, hitting the Done button will validate all the information and the step will be complete. A check mark will appear beside each completed and validated step.
Please note, if you go back to a previously validated step and change information you will have to go through all subsequent steps and complete and validate them again by clicking next if nothing has changed or making any necessary changes.
To Equitable Life®, the term EZ really means something! Learn more about how doing business with Equitable Life continues to be easy.
Questions: Please contact your Regional Sales Manager
® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Path to Success modules now available on EquiNet!
The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.
Learn about:
- Overcoming objections to Critical Illness Insurance
- Pivoting from other products to Critical Illness Insurance
- How to position and design the Critical Illness solution
…and more!
We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.
Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler. -
Now better than ever! The updated “Understanding participating whole life insurance” (#1038) is here
Our most-viewed client guide has gone through a full update. It now features new Equitable® branding and wording that makes all the difference.
We’ve rewritten it to help clients grasp concepts like dividends better. And to help clients understand how we invest their premium payments in the participating account. It will help you have conversations with clients about the ins and outs of their participating whole life insurance policies.
We’ve also refreshed the visuals throughout. The redone 1038 guide is another way we’re showing our wholehearted commitment to our participating policyholders.
See the EquiNet® marketing materials page to find the updated 1038!
Want to know more?
Your Equitable Wholesaler is here to help!
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Now is a great time to look at bonds
Bonds have a place in every investment portfolio. They help preserve capital and they offer predictable income. They help diversify portfolios and offer protection from both inflation and a volatile stock market.
Over the past few years interest rates have been rising, which has created a great opportunity for bonds and bond funds. Rising interest rates have lowered the price of existing bonds and increased both the coupon rates for new bonds and yields on existing bonds. Plus, rising rates also create opportunities for capital gains if interest rates fall.
Pivotal Select™ offers four great bond funds to help you diversify client assets. Three of the funds cover North American bonds, and one has a global focus. Learn more about these funds by visiting Equitable’s Fund Overview and Performance website.
To learn why now might be the right time to revisit bonds for clients’ portfolios and more information about our funds, please contact your Director, Investment Sales.
Also, if you missed the Equitable webcast, “Is it time to revisit bonds?” catch up On-Demand.
Date posted: May 16, 2024 -
Exciting update: External transfer now available on EZtransact!
We are thrilled to announce a new feature that will make your work easier and more efficient.
What’s new this quarter?
The External Transfer function was introduced to Equitable’s EZtransact® on May 14.
Benefits of this enhancement:
This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
External Transfer Functionality:If you have any questions, reach out to your Director, Investment Sales.
• You can digitally request a transfer of funds from other institutions to Equitable.
• Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
• Both full and partial transfer requests are available.
• It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
When we work together, success is mutual.
Date posted: July 3, 2025 - [pdf] Coverage2go
- [pdf] Gradual Inheritance Strategy
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Equitable Life Group Benefits Bulletin - September 2022
Homewood Health launches Sentio, an upgraded iCBT platform
Equitable Life’s mental health partner, Homewood Health, has launched Sentio, an upgraded platform for Internet-based cognitive behavioural therapy (iCBT). This self-directed platform is now available to all Equitable Life clients, and it replaces Homewood’s previous iCBT platform, i-Volve.
Sentio Self-Directed iCBT is a comprehensive digital cognitive behavioural therapy platform. Developed by Homewood’s mental health experts, it is an action-oriented solution for plan members, giving them practical resources and activities to help with their depression, anxiety and overall mental health challenges.
Available as a standalone app, on mobile, tablet and desktop, Sentio contains over 20 unique treatment goals for issues like stress management, improving sleep, managing depressive thoughts, and coping with panic. Users can work through treatment goals in any order, at their own pace. It also includes tools and resources to help plan members build skills and change their thought patterns.Sentio iCBT benefits
Sentio integrates seamlessly with Homewood Pathfinder so that users can easily locate and take advantage of the iCBT activities available. Sentio also includes a number of unique features:- More interactive features and activities to help plan members build valuable mental health skills
- Integrated symptom measurement and progress tracking
- Interactive multimedia learning and cognitive exercises to enhance learning
- Progress, learnings, and exercises that have been accessed are available to be re-accessed for 12 months
Please contact your Group Account Executive or myFlex Sales Manager if you have any questions.
Streamlining disability claims with Opifiny
Equitable Life is partnering with Opifiny to provide a quicker and more seamless disability claims experience.
Opifiny is an online platform that streamlines the disability claims process for consulting physicians, benefits plan sponsors, and disability plan members. Equitable Life will be using Opifiny for ongoing disability claims management, modernizing the process of gathering medical assessments and information.
Disability claims frequently involve several instances of correspondence between Equitable Life and the plan member’s medical team. By using the secure platform, health care professionals can access, respond to and process medical insurance requests easily from any device. They can typically complete administrative tasks associated with disability claims in a quarter of the time. The platform is secure and protects the privacy of their patients’ confidential information.
By digitizing and modernizing the claims management process for doctors, Equitable Life will have faster access to higher quality claims information. For some claims, using Opifiny may enable Equitable Life to help plan members safely return to work sooner.
Reminder: Obtaining plan member signatures on all administration forms
Please remind your clients that plan members must sign all administration forms, including enrolment forms, benefits change forms, and beneficiary designation forms. Once completed, a plan administrator can keep the form or send it to us. We are not able to accept a beneficiary designation that has not been signed by the plan member. Having appropriately signed forms helps to ensure that any life insurance claims are paid to the intended recipients.
For your clients’ convenience, forms can be signed electronically using one of our approved vendors, which include DocuSign, BambooHR, Adobe Sign, and many more.
If you have questions about providing signed forms, please contact your Group Account Executive or myFlex Sales Manager.
Correction: Coverage for full-time students and dependents with disabilities
In our August edition of eNews, we provided incorrect information about benefits coverage options for over-age dependents. We indicated that over-age dependents who are full-time students may continue to be eligible under the plan member’s benefits plan if they are studying in their home province. However, attending a post-secondary institution in their home province is not a requirement for continued eligibility. Dependents who are full-time students may continue to be eligible for coverage regardless of where in Canada they are attending post-secondary education.
If your clients have any questions about extending coverage for over-age dependents that are full-time students, please notify them of this error.
We apologize for any inconvenience or confusion this may have caused.