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1. [pdf] Edelivery policy change FAQ
2. Equitable Life creates guide to accessing virtual healthcare at no cost

   With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

   To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

   The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

   We will continue to update the Guide as more virtual healthcare providers and services become available.

   View our Guide to Accessing Virtual Healthcare

3. Brandes
4. [pdf] Insights into non-registered taxation
5. September is Life Insurance Awareness Month The perfect time to start conversations with clients.
   
   Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.
   
   As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable^®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.
   
   Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.
   
   Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW^.
   
   Contact your Equitable wholesaler today to learn more!
   
   
    

   What kind of life insurance is right for you? (1197)

6. Advisor Guide
7. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

    
   
   
   
   
   
   
   
   
   
   
   
   
    
   
   
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   December 6, 2022
    

8. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   December 6, 2022
    

9. Equitable.ca gets a fresh new look
   We’re excited to introduce you to our refreshed Equitable.ca, marking another milestone in our ongoing commitment to elevate the Equitable brand and enhance your digital experience.  
   
   This upgrade is part of a broader initiative to update all our digital properties, making every interaction with Equitable easier, more intuitive, and more rewarding. 
   
   Our strengthened online presence is designed to reinforce our partnership with you and highlight the value of the independent advice you provide to Canadians.  
   By investing in these improvements, we’re driving brand awareness at a scale that’s unprecedented for our company. 
   
   We remain dedicated to making it simpler and more efficient to do business with us—today and into the future. Stay tuned for more updates as we continue to innovate and invest in your experience. 
10. Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
    Equitable Life^® is pleased to welcome Fidelity to its Pivotal Select™ segregated funds lineup.
    • Equitable Life Fidelity^® Special Situations Fund Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Income Portfolio Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Balanced Portfolio Select
    • Equitable Life Fidelity^® Tactical Asset Allocation Growth Portfolio Select

    These new funds are available on all the Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
    
    To learn more about Fidelity, click here. To learn more about the funds, click here.
     
    Speak to your Regional Investment Sales Manager today about Equitable’s segregated fund lineup.
     
     
     
     
     
     
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.