Site Search

362 results for where to check completed case

1. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.
   
   What’s new with this update?
   New dashboard for client search
   • The existing client search screen has been replaced with a new user-friendly dashboard.
   • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
   • Users can refine the results and search by client name or contract number.
   Transaction management
   • Transactions submitted through EZtransact within the last 12 months are available, including their status.
   • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
   • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
     • Signing packages can be resent to clients who have not completed their e-signature.
     • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
   Signing process changes
   • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
   • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
   Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales
   
   Date published: October 3, 2024
2. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

   View the Guide to completing eSignatures

   
   What are the benefits?
   ● It’s secure because you no longer need to upload or email documents to us.
   ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
   ● Your documents will be processed quickly and efficiently.
   
   How does this work?
   ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
   ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
   ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
   ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 
   
   
    
   _{^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.}
3. 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.
    

4. Competitive GIA rates and more!
   With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.  
   
   Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive! 
    
   A few reasons to consider Equitable Life for your GIA business:
   • The GIA advantage – a life insurance contract can provide many estate planning benefits.
   • Industry-leading compensation – we currently pay 40bps of commission per year of term.¹ Many competitors only offer 20 – 25bps per year of term.²
   • Cashable option³ – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.²
   • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
   • Step Up Your Wealth Sales program – 100% of GIA net deposits⁴ are used to calculate the 0.75% bonus commission earned on net deposits for 2022.
   • Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
    
   
    
   For more information, please contact your Equitable Life Regional Investment Sales Manager.
    
    
    
   ¹ Equitable Life commission rates as at May 19, 2022.
   ² Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
   ³ Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
   ⁴ All eligible deposits, sales, and redemptions occurring between January 1 and December 31, 2022, will be used to calculate an advisor’s 2022 net deposits.
    
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
    
5. Competitive GIA rates and more!
   With many bond funds declining in value over the past year, clients are looking for fixed income alternatives to reduce portfolio risk while providing a principal guarantee and an attractive interest rate.  
   
   Equitable Life® Guaranteed Interest Account (GIA) investment options are ideal for clients who want to create an emergency fund or save for a special purchase. And we’ve recently increased interest rates to make our GIA options even more competitive! 
    
   A few reasons to consider Equitable Life for your GIA business:
   • The GIA advantage – a life insurance contract can provide many estate planning benefits.
   • Industry-leading compensation – we currently pay 40bps of commission per year of term.¹ Many competitors only offer 20 – 25bps per year of term.²
   • Cashable option³ – allows clients to access their money in case of unexpected circumstances. Not many competitors offer this feature.²
   • Advisor rate discretion – advisors can forego up to 40bps of commission for an equal increase in interest rate, making our great rates even better.
   • Win-Win – our GIAs allow you to give the client a better interest rate while still earning a good commission.
    
   
    
   For more information, please contact your Equitable Life Regional Investment Sales Manager.
    
     
   ¹ Equitable Life commission rates as at May 19, 2022.
   ² Competitive information as at November 20, 2021; Equitable Life does not guarantee the accuracy of competitive information.
   ³ Withdrawals made prior to the maturity date will be subject to a market value adjustment and may be subject to tax.
    
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
    
6. 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.
    
7. 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 

8. Congratulations on qualifying as an Elite Advisor
9. [pdf] Business Information Form (Guide)
10. [pdf] Another reason to invest with Equitable