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- [pdf] Application for Fundserv Contract (segregated funds only) - Dealer and Advisor
- [pdf] Transfer Authorization
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Product updates - See our latest!
Good news! The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!
What’s new in this product update?
1. A new premium rate band for Equimax® policies with $5 Million and more of basic life insurance coverage.2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.4. A new life Evidence of Insurability Schedule (Form #1343)
…and there’s more!
Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
*Video available in English with French and Chinese sub-titles
Please refer to our Transition Rules for all the details on processing your applications.
Need more information? Please contact your Equitable wholesaler.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Web Illustration Tool for Universal Life (UL) Insurance now available
The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.
This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.
Speak to your individual life wholesaler to learn more! -
THREE new ways to help make your Savings & Retirement business run smoother
As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:
1. Prefilled Fund Transfer Form
The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.
2. Client eSignature Audit History and Document Download
If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
3. Email the Client Contract Info and Fund Facts Before Signing
You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
Log in to EZcomplete today!
Speak to your Regional Investment Sales Manager to learn more!
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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 - [pdf] Investment Direction - Equitable GIF
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Equitable Life Group Benefits Bulletin – December 2021
In this issue:
- Supporting plan members affected by the flooding in Nova Scotia and Newfoundland*
- Update: Changing certificate numbers on EquitableHealth.ca*
- Help plan members take advantage of convenient digital options*
- Ontario optometrists and government to restart negotiations*
- QDIPC updates terms and conditions for 2022*
Supporting plan members affected by the flooding in Nova Scotia and Newfoundland*
The recent flooding in Nova Scotia and Newfoundland is having a devastating impact on the province’s residents.
Here are some of the ways we can help support your clients’ plan members who are affected by the flooding.
Prescription refills
Until Dec. 31, our pharmacy benefit manager, TELUS Health, will allow early refills for plan members who have been evacuated and/or lost their medication due to the flooding.
Replacement of medical or dental equipment and appliances
If plan members in Nova Scotia or Newfoundland need to replace any eligible medical or dental equipment or appliances (e.g. prescription eyeglasses, dentures, etc.) due to the flooding, they can call us at 1.800.265.4556 before incurring additional expenses to see how we can support them.
Disability or other benfit cheques
If plan members affected by the flooding are receiving disability benefits or other benefit reimbursements by cheque, they can visit www.equitable.ca/go/digital for easy instructions on how to sign up for direct deposit. It’s easy and takes just a few minutes. They can call us at 1.800.265.4556 if they need help. We can also arrange for a different mailing address or replacement cheques if necessary.
Mental Health Support
A natural disaster can also take a serious toll on people’s mental health. All of our plan members have access to the Homeweb online portal and mobile app, including numerous articles, tools and resources designed to provide guidance and support in difficult times. Homewood has put together some suggestions on how to help employees affected by a natural disaster.
For your clients with an Employee and Family Assistance Program, remind them that their plan members have 24/7 access to confidential counselling through a national network of mental health professionals. Whether it’s face-to-face, by phone, email, chat or video, plan members will receive the most appropriate, most timely support for the issue they’re dealing with.
If a client wishes to add the EFAP to their plan, we can do this quickly – often in just a few days. Simply contact your Group Account Executive or myFlex Sales Manager.
Plan Administrator support
We realize that the flooding may also be having an impact on the regular business operations of your clients in Nova Scotia and Newfoundland. If any of your clients are unable to carry out day-to-day plan administration, they can call us at 1.800.265.4556 to see how we can support them.
We know this is a challenging time for many of your clients and their plan members. We will continue to monitor the situation and provide additional updates as appropriate.
Update: Changing certificate numbers on EquitableHealth.ca*
Effective Dec. 10th, plan administrators will no longer be able to update or change plan members’ certificate numbers on EquitableHealth.ca. This change will ensure we can manage these changes more effectively to provide a smoother plan member experience.
If your clients need to update a plan member’s certificate number, please have them reach out to Group Benefits Administration for assistance at groupbenefitsadmin@equitable.ca.
Help plan members take advantage of convenient digital options*
We have several digital options available to make it easier for your clients to do business with us and for their plan members to access and use their benefits plan.
To help build awareness among plan members, we’ve created two posters that your clients can post on their intranet sites or in their office. The posters provide easy instructions on how to activate our secure, digital options.
Please click on the links below to download the posters.
EquitableHealth.ca posters: EZClaim mobile app posters:
EquitableHealth.ca English EZClaim mobile app English poster
EquitableHealth.ca French poster EZClaim mobile app French poster
Ontario optometrists and government to restart negotiations*
The Ontario Association of Optometrists (OAO) announced it has paused its job action and will restart negotiations with the Ontario Ministry of Health on funding for optometry services.
In September, Ontario optometrists began withholding services from patients covered by OHIP, including children, senior citizens and other patients with certain medical conditions, after negotiations with the Ministry of Health over compensation broke down.
Residents of Ontario between the ages of 20 to 64 who aren’t eligible for coverage of eye services under OHIP were not affected by the job action. They were able to continue to receive eye exams from their optometrist and submit eligible claims to their benefits plan.
QDIPC updates terms and conditions for 2022*
Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province. Based on its latest review, QDIPC is revising its pooling levels and fees for 2022 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims.
Size of group (# of certificates) Threshold per certificate 2022 Annual factor (without dependents Annual factor (with dependents) Fewer than 25 $8,000 $276.00 $771.00 25 – 49 $16,500 $188.00 $527.00 50 – 124 $32,500 $97.00 $328.00 125 – 249 $55,000 $66.00 $223.00 250 – 499 $80,000 $51.00 $173.00 500 – 999 $105,000 $39.00 $153.00 1,000 – 3,999 $130,000 $34.00 $133.00 4,000 – 5,999 $300,000 $18.00 $71.00 6,000 and over Free market – Groups not subject to Quebec Industry Pooling
We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members. -
Updates to Guaranteed Interest Account Applications
New versions of the Guaranteed Interest Account (GIA) contract/applications will be available on July 20, 2024. The current versions can be used until July 19, 2024. GIA applications signed on or before July 19, 2024 must be received at Equitable® no later than July 26, 2024.
Changes will be made to the commission schedules (schedule A and B) on or around July 20, 2024. These changes include:
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an improved layout and formatting to improve readability, and
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decreases to the Daily Interest Account and Guaranteed Interest Account commissions.
To review the commission schedules, please login to EquiNet. Once you have logged in, you can access the commissions schedules by selecting “Contracting/Compensation” and selecting the “Compensation” option.
If you have any questions, please contact your Director, Investment Sales.
Posted July 18, 2024 -