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  1. [pdf] Beneficiary Change Form
  2. [pdf] Daily/Guaranteed Interest Account Advisor Guide
  3. Reinstatements
  4. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
     
    Changes to our whole life and critical illness insurance products effective February 12, 2022, include:

    •   NEW! 10 pay premium option with Equimax Estate Builder®
    •   NEW! EquiLiving® plans and riders enhanced  

    EZcomplete and paper applications will be updated on February 12, 2022

    Transition rules are available.

    Watch for more information including the virtual product launch event.
     
  5. [pdf] Preferred Retirement Solution using Equimax
  6. 2024 Holiday hours
    The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable.
     
    Thank you for your support this past year and for trusting Equitable with your Individual Insurance and Savings & Retirement business. Happy Holidays!
     
    Client Care Centre Holiday Hours
    Friday December 6, 2024 - CLOSED
    Tuesday December 24, 2024 - 8:30 a.m. – 11:00 a.m. ET
    Wednesday December 25, 2024 – CLOSED
    Thursday December 26, 2024 – CLOSED
    December 27, 30 and 31, 2024 - 8:30 a.m. – 7:30 p.m. ET
    Wednesday January 1, 2025 - CLOSED





    Savings & Retirement
    All transaction requests to be handled same business day must be submitted in good order by:
    ● December 24, 2024, 11:00 a.m. ET
    ● December 31, 2024, 11:00 a.m. ET

    FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
    ● December 31, 2024, 11:59 p.m. ET

    FHSA online banking deposit deadline for 2024 contribution receipt:
    ● December 24, 2024, 4:00 p.m. ET Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day

    RRSP deposits to be considered for the 2024 tax year must be:
    ● Dated March 3, 2025, or before
    ● Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET

    RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
    ● March 3, 2025, 11:59 p.m. ET

    RRSP B2B Loans:
    ● RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
    Note: Transactions submitted after these dates will not receive a 2024 contribution receipt


    Individual Insurance
    Underwriting
    ● Underwriting must receive all evidence and outstanding Underwriting requirements by December 9th at the latest. Underwriting will then be able to decision these cases by December 16th. This will give the New Business team December 13th – December 31st to issue and settle policies.  

    New Business
    ● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 31st. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.

    Field Payroll
    ● Second Last Pay Period for 2024 – December 11, 2024 to December 17, 2024 (Transmission/Statement date December 18, 2024)
    ● Last Pay Period of 2024 – December 18, 2024 to December 31, 2024 (Transmission/Statement date January 2, 2025)
    ● First Pay of 2025 – January 1, 2025 to January 7, 2025 (Transmission/Statement date on January 8, 2025)  

    Daily Pay will run on business days.

    Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
     
  7. [pdf] Preferred Estate Transfer using Universal Life
  8. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  9. Tax Slips – What you need to know
    It is tax time, and clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.

    Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable® Client Access Inbox.  Advisors can download tax receipts on Document Lookup on EquiNet®.
     
    For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.
     
    Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.

     ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted: February 15, 2023
  10. Equitable explains individual life and critical illness insurance with client-focused videos! In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.

    The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.

    We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.

    Check out our explainer videos below and share them with clients today!

    ●  Equimax® participating whole life for children
    ●  Dividends
    ●  EquiLiving® critical illness insurance
    ●  Term life insurance
    ●  Equitable Generations™ universal life insurance



    Want to learn more?
    Contact your Equitable Wholesaler – we’re here to help!

     
    ® or ™ denote trademarks of The Equitable Life Insurance Company of Canada.