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  1. [pdf] Borrowing Money to Make Money
  2. 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.

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  4. 2025 Holiday hours Individual Wealth As the holiday season draws near, we want to express our heartfelt gratitude for your trust and partnership with Equitable. Your dedication and commitment truly make a difference.

    Thank you for choosing Equitable for your insurance and wealth solutions and for your continued support throughout the year. Wishing you and your loved ones a joyful holiday season and a successful year ahead!
     
    Client Care Centre holiday hours
    Wednesday December 24, 2025 - 8:30 a.m. – 3:00 p.m. ET
    Thursday December 25, 2025 – CLOSED
    Friday December 26, 2025 – CLOSED
    December 29, 30 and 31, 2025 - 8:30 a.m. – 7:30 p.m. ET
    Thursday January 1, 2026 - CLOSED
     
     


     
    Individual Wealth

    All transaction requests to be handled same business day must be submitted in good order by:
    • December 24, 2025, 11:00 a.m. ET
    • December 31, 2025, 11:00 a.m. ET

    FHSA applications must be submitted, in good order by December 31, 2025 at 11:59 p.m. ET to be considered opened in 2025

    FHSA deposits to be considered for the 2025 tax year must be:
    • Submitted to head office in good order by 11:00 a.m. ET on December 31, 2025

    RRSP deposits to be considered for the 2025 tax year must be:
    • Dated March 2, 2026, or before
    • Must be submitted to Head Office in good order by March 6, 2026, by 4:00 p.m. ET

    RRSP applications to be considered for 2025 contribution year must be submitted in good order by:
    • March 2, 2026, 11:59 p.m. ET

    RRSP B2B Loans:
    • RRSP loan deposits must be received by March 13, 2026, by 4:00 p.m. ET
    Note: Transactions submitted after these dates will not receive a 2025 contribution receipt

    If applications or files come in after the posted cut-off dates, we’ll do our very best to help and aim to settle the policy by year-end. Although we can’t promise the timeline, we’ll work together to make it happen wherever possible.
     
    Thank you for your business and support. We look forward to working together to make this a great year end!

    Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.

    Looking for Individual Insurance holiday hours? Please click here.

  5. EZtransact Training and Resources
  6. [pdf] Life Quick Reference Guide
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  9. Have you heard about Equitable Client Access?
    Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.

    •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
    •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
    •   Address or banking information changes? Equitable Client Access has your clients covered.
    •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.

    Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:

    •    Insurance coverage and guarantees
    •    Investment allocation, performance and market values
    •    Transaction history
    •    Statements and letters
    •    Advisor contact information, along with so much more.


    If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!

    Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
     
  10. Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group
    In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:
    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.
    This month, Equitable Life welcomes David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada. Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

     

    Learn More

     



    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.