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Reminder: Deadline to opt out of Alberta biosimilar coverage changes
In November 2020, we announced via eNews that on March 15, 2021, we are changing coverage for some biologic drugs in Alberta in response to the province’s Biosimilar Initiative. These changes will help protect your client’s plans from additional drug costs while still providing access to equally safe and effective biosimilars.
Do my clients need to take any action?
Traditional groups who wish to opt out of this change and maintain coverage of these originator biologics for Alberta plan members can submit a policy amendment. Amendments must be submitted no later than January 15, 2021.
Advisors with myFlex Benefits clients who wish to maintain coverage of these originator biologics for Alberta plan members should speak to their myFlex Sales Manager to confirm their eligibility to opt out of this change.
Otherwise, no action is required on their part. Plan members taking these biologics will be contacted directly to allow them ample time to change their prescription. Any cost savings associated with the change will be factored in at renewal.
Questions?
We have compiled a list of frequently asked questions to help you understand Alberta’s Biosimilar Initiative. If you have a question that isn’t answered here, please contact your Equitable Life Group Account Executive or myFlex Sales Manager.
- [pdf] Homewood Health Online
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Updates to Savings & Retirement forms and applications
To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
• Form #375SEL – Pivotal Select segregated fund codes
• Form #1383 – Pivotal Select TFSA Application
• Form #1384 –Pivotal Select Application Registered/Non-Registered
• Form #1403 – Pivotal Select Contract and Information Folder
New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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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.
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Canada Post Labour Strike: What you need to know
No postal service? No worries. Equitable® has electronic options that make doing business with us easy and seamless and will help to prevent delays in the event of a postal strike.
Online tools for advisors through EquiNet® (Login to EquiNet to access):
● Use EZcomplete®to submit your individual wealth, individual life and critical illness insurance applications electronically.
● Use Policy/New Business Inquiry and EZtransact™ to keep your business running. You will continue to receive your online correspondence so that you can keep clients up to date with lapses or premiums due.
● Use EZ Upload to submit scanned applications though a secure online connection. Easily upload applications and related documents, all at the click of a button. EZ Upload saves you time and courier costs and can be used for your life insurance, critical illness and savings and retirement business.
Online tools for clients:
● Equitable Client Access® By setting up an account, clients can access their investment and insurance policy information, statements, letters, and payment details, whenever it’s convenient for them. Encourage them to sign up now!
● Online banking: Clients can make deposits to their Equitable savings policies, or make annual premium payments to their insurance policies through online banking. It’s fast and easy … and there’s no need for you to pick-up or deliver a cheque.
● Direct deposit withdrawals: Requests for cash withdrawals can be sent directly to clients’ bank accounts provided we have their banking information on file.
● Courier service: Contracts will continue to be sent via courier. Policy Disbursement cheques, cancellation letters, decline letters or cheques and other urgent correspondence will be couriered to the servicing MGA office for delivery/pickup. All other non-urgent correspondence will be held at Head Office.
Equitable works for you to make it business as usual!
Date posted: September 26, 2025 - About
- Par Whole Life Summary
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Sharpen your skills with Equitable’s Path to Invest summer learning modules
Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?
Equitable® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.
Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.
The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.
The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.
Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.
Start learning today! Visit our Learning Centre to begin.
If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.
Continuing Education Credits
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
Date posted: July 17, 2025 - Step Up Your Wealth Sales program
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Product Enhancements - Critical Illness
Equitable Life has exciting product enhancements that will help you offer more options to clients.
Access our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.
NEW! EquiLiving plans and riders enhanced with:- 20 pay options with coverage to age 75 or coverage for life
- Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
- Added Acquired Brain Injury as a covered critical condition
- 30-day survival period removed for all non-cardiovascular covered conditions
- No age restriction to claim for Loss of Independent Existence (LOIE)
- EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
- And so much more …
The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.
See the Equitable Sales Illustrations Update for information on how to download the software or check for updates.
Please review updates to the commission schedule A for these new enhancements.
Learn more- Transition rules are available
- Watch our virtual launch event video now! (Approx. 20 minutes)
- Watch our product launch intro video here
- Visit our launch event page with product change details and more here
- Marketing Materials
Please contact your Regional Sales Manager for more information.