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  1. [pdf] Cloud DX FAQ
  2. About
  3. EZcomplete Online Application for non face-to-face meetings


    Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

     
    Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

    You can complete applications and obtain the necessary signatures remotely.

    Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

    The following resources are available on the EZComplete Online Application page on EquiNet.
    Quick Reference Guide for Life Insurance and Critical Illness
    Non face-to-face meetings – ID Verification Options
    Remote Signing Process
    EZcomplete tutorial (video)
    EZcomplete FAQ - Special COVID-19 Issue

    Read other important COVID-19 related news
     
    Questions? 
    Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
    Phone: 1.800.668.4095
    Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
                (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
  4. Help your clients this tax season with Equitable Life
    It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.

    Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
    If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
     
    For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
  5. Equitable Life Group Benefits Bulletin - November 2022

    The importance of timely plan member eligibility updates*

    Effective Dec. 1, 2022, we are implementing a revised process for managing plan member and dependent health and dental claims that have been incurred and paid after coverage has been terminated. This new process is consistent with industry practices.
     
    If health or dental claims have been incurred and paid after a plan member’s termination date but before we received notice of the termination, we will align the plan member’s or dependent’s termination date with the service date of the last paid claim, retaining premiums up until that date.
     
    If no claims have been incurred and paid after the termination date, Equitable Life will process the termination as requested and refund any excess premium, subject to a maximum premium refund credit of three months.
     
    Currently, we process the termination as requested and attempt to recover any claim overpayments directly from the plan member. We then refund any excess premiums that have been paid, subject to the maximum refund credit amount.
     
    To avoid claims being incurred and paid after a plan member’s termination date, it is important for your clients to update plan member and dependent eligibility dates on or before the effective date of the change.
     
    If you have any questions about the process your clients should follow for updating plan member eligibility, please contact your Group Account Executive or myFlex Sales Manager.

    QuickAssess®: Absence and accommodation request review services*

    It can be difficult to navigate chronic or complex cases of absenteeism or accommodation requests. That’s where QuickAssess® can help.
     
    QuickAssess is an optional, fee-per-use service that can provide your clients with an unbiased, timely assessment of complex plan member absences and workplace accommodation requests. Our disability experts can provide recommendations to help your clients manage:
    • Workplace absences
    • Chronic or patterned absenteeism
    • Requests to modify workplaces or duties
    • Return-to-work coordination
    • Employee Insurance sick leaves
    Based on a thorough review of information provided by the plan sponsor, the plan member, and their physician, our QuickAssess specialists provide a recommendation within two business days on how to manage the absence or accommodation request.** Your clients can then decide how to manage the plan member request and communicate their decision accordingly.
     
    For more information on using QuickAssess, including eligibility requirements, please contact your Group Account Executive or myFlex Sales Manager.

    **Within two business days of receiving a completed QuickAssess Absence and Accommodation Review Referral Form and all required information. For more complex referrals, more time will be required.

    Finding a health care provider with TELUS eClaims direct billing*

    By visiting TELUS’s Find a Provider page, your clients’ plan members can now easily search for paramedical and vision providers who are registered on the TELUS Health eClaims network and who can submit claims directly to us on behalf of their patients. Searches can be filtered by postal code to help plan members find the most convenient provider options.

    As our direct billing provider for pharmacy, vision and paramedical claims, TELUS Health has an extensive network of 70,000 health care providers that provide direct billing to streamline the claims process.

    Please note, plan members should always check Equitable Life’s list of de-listed providers before selecting a health care provider. The list is available for your clients and their plan members on EquitableHealth.ca, and is updated regularly.

    For more information about TELUS eClaims, please contact your Group Account Executive or myFlex Sales Manager.

    First phase of the Canada Dental Benefit proposed for Dec. 1, 2022*

    The federal government’s new Canada Dental Benefit is proposed to take effect on Dec. 1, 2022, subject to Parliamentary approval. The program will cover eligible expenses retroactive to Oct. 1, 2022, and this first phase would apply to Canadians under 12 years of age.

    If implemented, the Canada Dental Benefit will provide dental care to Canadian families with under $90,000 adjusted net income annually. By 2025, the federal government expects to extend the benefit to children under 18, senior citizens and Canadians with disabilities.

    Parents or guardians will be required to apply for this coverage through the Canada Revenue Agency (CRA) and must not have private dental coverage for the child(ren).

    This new program will have no impact on your clients’ dental coverage and no action is required on their part.

    * Indicates content that will be shared with your clients.
     
  6. Client-Focused Videos A Great Tool to Start Meaningful Conversations with clients

    We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens. 

    This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.

    You can watch our new video here: English - French

    Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today: 
    ● Equimax® participating whole life for children
    ● Dividends
    ● EquiLiving® critical illness insurance
    ● Term life insurance
    ● Equitable Generations™ universal life insurance

    Contact your Equitable Wholesaler – we’re here to help!
  7. Fiera Capital
  8. [pdf] Payout Annuity Interest Rate Guarantees (Advisor)
  9. On-Demand Webcasts
  10. [pdf] Personalized Brochure - Benefits of segregated funds in a Tax-free Savings Account