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Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.

Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

View the pdf with details about the CI Path to Success Program.

Watch details about the CI Path to Success Program here.

Next steps:
If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
Clarification: Dialogue Virtual Healthcare available to add to your clients' benefits plans We recently announced that we are partnering with Dialogue to offer unlimited and on-demand virtual access to primary healthcare practitioners.

The announcement indicated that Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services and is available to add to all Equitable Life benefits plans as of July 1, 2023.

Please note that there is an additional fee to add the service to your clients’ benefits plans. Our original announcement was not clear enough about this.

We apologize for any confusion this may have caused.

If you have questions about Virtual Healthcare, of if you would like to add the service to a client’s plan, please contact your Group Account Executive or myFlex Sales Manager.
New Online Policy Loan Form
Advisors will now have access to a new digital policy loan form on EquiNet™.

On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)

This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.

This is the first form to be digitalized and we plan to continue this work with more forms later this year.

® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
营销资料
[pdf] Daily/Guaranteed Interest Account Contract
Our Critical Illness Insurance Path to Success Program Our Critical Illness Insurance Path to Success program was designed with you, the Advisor, in mind.

Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

Learn more about the CI Path to Success Program
Next steps:
If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.

Enhancements to our Critical Illness Insurance product EquiLiving®
The timing couldn’t be better for connecting with your Regional Sales Manager to gain access to this program, as we have made recent enhancements to our Critical Illness product that will help you offer more options to clients. We’ve enhanced our EquiLiving plans and riders 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)
•  Adult Covered Conditions definitions updated to 2018 CLHIA definitions
•  Increased the number of Early Detection Benefit covered conditions from 4 to 8
•  And so much more …

Contact your Regional Sales Manager to get set up in the program and learn about other CE accredited presentations happening each week.
Introducing Empathy – Compassion and care at times of loss
We’re excited to announce our partnership with Empathy– the company behind the Empathy Loss Support benefit.

As a trusted advisor, you play a vital role in guiding clients through some of life’s most difficult moments. We understand this and believe Empathy can provide vital support at a time of loss. This is why Equitable^® has added this new benefit to all new and existing individual life insurance policies at no additional cost.

About Empathy
Empathy Loss Support begins when a claim is initiated. When a client’s loved one notifies us, our Client Care Centre connects them to Empathy’s user-friendly app or website. They can choose the Empathy services they need, including human support, and helpful tools. Empathy will help them navigate both the emotional and logistical challenges following a loss.

Introduced to loved ones at time of claim
Easy to use co-branded app
Adding value beyond the policy

Share the good news
Include Empathy in your client conversations about life insurance. Show clients how Equitable leads with Care, Compassion, and Empathy. Our commitment to clients is at the heart of everything we do.

To learn more, visit our Empathy page.

Questions? Please contact your Equitable wholesaler.

This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.

Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters.
Coming March 23, 2020 – Equimax enhancements include 60 months of flexibility to make extra deposits
The following features will be available on Equimax Estate Builder® and Equimax Wealth Accumulator® plans!

60 months of Excelerator Deposit Option (EDO) flexibility
- Up to 60 months to make initial EDO payment or resume stopped or reduced payments. No additional underwriting required.
- For approved EDO amounts exceeding $150,000 annually ($12,500 monthly), clients have up to 12 months from the date the EDO application was signed or the date of the last EDO payment to make an EDO payment before a contribution cap may apply.
- Available on all policies with an effective date of March 23, 2020 or later.
EDO available on case ratings of 300% or less
- If a policy already in effect has a rating over 200% and up to and including 300%, the owner can apply to add EDO provided the policy was issued under the 2017 tax rules.
- Additional underwriting and submission of satisfactory evidence may be required.
Disability Benefit Disbursement at no extra cost
- If a life insured becomes disabled from a severe mental or physical impairment as defined in the policy contract, the owner may apply for a tax-free,* lump sum payment of up to 100% of the policy’s cash value.
- Exclusions apply. See sample policy contract for full details, including the qualifications for the disbursement.
- Available on all policy issued under the 2017 tax rules.
* Tax laws are subject to change. The payment of the disability benefit disbursement may affect the adjusted cost basis (ACB) of the policy as it is considered payment of a capital benefit. Changes in ACB can affect the future taxation of the policy.

Processing your Application
To make the transition as smooth as possible, please take a moment to review the following transition rules.
SMS is Available for Individual Insurance Application Updates If you haven’t opted in to receive your client's application status via text message, give it a try on your next application.

When you submit a client’s application, you can opt-in to receive text message updates for your new business applications. No need to log in to your advisor portal to know exactly what is going on with a case.

Once you opt-in to receive text messages, you will receive short text updates for your new business applications. That’s a text message when:
- The application is received,
- Equitable Life has made a decision,
- The policy is ready for delivery, and
- The commissions have been triggered.
Please note, this number is not monitored for incoming texts. Please contact Customer Service with any questions.

In addition to these messages, Equitable Life will continue to send proactive emails detailing outstanding requirements.

Be sure to opt-in to text messages when you complete your next application on EZComplete®.

We’ve recently made a number of changes to make doing business with us easy. Learn more about SMS and other ways we are making it easy to do business with us.

® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Here is what our advisors are saying about Equitable’s EZtransact
You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:

“EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston

“You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson

“You've got this thing running brilliant” - Gerald Kottke

“Love the ease of this!” - Bradley Radke

In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!

Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.

Date posted: August 22, 2024