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  1. [pdf] Online Plan Member Enrolment Quick Reference Guide
  2. New year tune-up for Equimax participating whole life
    It’s a new year and time for an Equimax® tune up! We have made some exciting changes for new sales of Equimax Estate Builder® and Equimax Wealth Accumulator® effective February 11, 2023.

    These exciting enhancements make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.

    Watch our informative video to learn more.
     
    Check out our Equimax splash page for complete details on all the enhancements, our transition rules, and much more.
     








    What’s new?
    • All new children’s policies will now be issued as non-smoker for life – we will no longer request a non-smoker declaration for new children's policies.
    • We have also removed the policy fees on new Equimax sales, reducing total premium payments – allowing clients to buy even more coverage for the same payment.
    But there’s more to our Equimax tune-up!
    The following enhancements add more value, making it easier for you to recommend Equimax as your preferred whole life solution.
    • Monthly Excelerator Deposit Option(EDO) payments and EDO payments received off anniversary will now buy more paid-up additional insurance,
    • Dividends earned on EDO payment paid-up additions, and credited on the base policy, can now buy even more paid-up additions,
    • New clients now have the option to elect individual policies on joint last to die (JLTD) plans if their personal situation changes,
    • We have also changed the way we calculate monthly premiums – resulting in lower premium payments across the board,
    • And we have added our KIND™ benefit program to Equimax, as we did for our newest Generations Universal Life  solution last September – making it easier for families and beneficiaries at claim time.
    • And, finally, we are introducing some new sales illustration features, a Web-based software and more to help you market Equimax!
    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
     
    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
     
    Need more information? Please contact your local wholesaler.
     
     ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
  3. Faster claims processing on Equitable EZClaim Mobile

    Equitable Life now provides real-time processing of massage therapy, physiotherapy and chiropractor claims submitted via the EZClaim® Mobile app.

    That means plan members will be able to find out the status of their claim almost instantaneously. And, for approved claims, they will receive payment even sooner – often in as little as 24 hours.

    Equitable Life plan members can submit all types of health and dental claims via EZClaim Mobile, including co-ordination of benefits and Health Care Spending Account claims. Currently, 43% of all claims are submitted through the user-friendly app.

    “We know plan members love the speed and convenience of EZClaim Mobile,” says Norma Crouse, Assistant Vice-President of Claims and Administration at Equitable Life. “With these enhancements, some claims submitted through the app will be processed and paid even faster.”

    We’re also adding biometric login functionality to allow plan members to sign in to the app using their face or fingerprint. And we’ve redesigned our landing page on the mobile app to make it easier for plan members to navigate the various features of the app.

  4. Fresh new look for Equitable’s Path to Invest

    When we grow together, success is mutual. At Equitable, we’re committed to supporting your professional growth. Path to Invest, our self-serve online education and training resource, has been redesigned to deliver a simpler and more streamlined experience for advisors.

    You can now register and log in to Path to Invest, complete the modules, download resources, contact us with questions and access your CE certificates all in one place. Plus, our always-on Path to Invest modules offer new engagement tools like Refer a Colleague, Meet the Team and Learn More, an AI feature that allows you to further your content journey using AI suggested content.

    Grow your knowledge - and your business - with Equitable. Check out our current selection of investment training modules today and watch for more modules coming later this year. 


    Date posted: March 12, 2025
  5. New Term Rider for Equitable Generations
    Affordable, Flexible Protection for Clients

    Great news! As of June 7, 2025 you can now offer clients a Term 30/65 Rider on Equitable Generations™ universal life plans. This new rider will help you provide clients more choice in affordable and flexible solutions to align with their financial goals.

    What this new rider means for clients:
    • Coverage until the later of 30 years or age 65
    • Premiums remain level
    ​​​​• Coverage convertible to a permanent plan until age 60

    The Term 30/65 Rider complements the 10 and 20 Yearly Renewable and Convertible Term Riders already offered on Equitable Generations.

    This enhancement reflects Equitable’s commitment to growing and evolving our products, ensuring you have the solutions to meet clients’ changing needs.


    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which took effect on June 7, 2025.

    Questions? Contact your Equitable® wholesaler.
  6. Supporting you and your group clients during the COVID-19 pandemic

    We know these are challenging times.

    As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

    We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

    As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

    All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

    These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.

  7. [pdf] Borrowing money to save money
  8. [pdf] Online Plan Member Enrolment
  9. [pdf] Equitable GIF Advisor Guide
  10. Equitable Life Active Balanced Portfolios – a unique investment opportunity

    Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. Clients benefit from asset allocation, style diversification, and cost-effective ETFs. The Portfolios are an ideal solution for a range of clients with diverse needs.
     
     
    Join your host, Dave Irwin, AVP, External Fund Manager, and members of the Equitable Asset Management Group to learn how you can help clients achieve their financial goals with the Equitable Life Active Balanced Portfolios.
      

    Learn more

     
    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada

    Posted March 7, 2024