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  1. [pdf] Cloud DX FAQ
  2. Important update regarding all paramedical appointments Update regarding parameds for NEW and EXISTING cases:
    • In the absence of Parameds, the preferred method is to complete the medical questions in EZComplete
    • If you didn’t complete the new medical information, then complete the Health Information Form #1878
    • If you are unable to complete the 1878 Health Information Form, then you can order a Video EPara through Dynacare or through Equitable
     For more information view this article: Underwriting Updates Including Additional Changes to Non-Med Limits.

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    Equitable Life has made the decision to temporarily stop all face-to-face field service appointments effective immediately to ensure the protection of both our Clients and Examiners. All appointments will be cancelled by ExamOne. Dynacare has already cancelled their appointments.

    We are doing this to support social distancing as requested by the Federal and Provincial governments. We are actively working on a plan to provide viable options in the absence of face-to-face paramedical service appointments. This will be communicated shortly.

     
  3. RRIF minimum withdrawal changes in response to COVID-19
    Responding to the COVID-19 pandemic and retirees concerned about withdrawing from their portfolios during the market sell-off, the federal government recently announced a 25% reduction in the minimum withdrawal rate for Registered Retirement Income Funds (RRIFs) for 2020. This reduction only applies to funds that have not yet been withdrawn.  

    If your client chooses to leave the payment at the current minimum payment for the 2020 calendar year, no further action is required.

    If your client has already received the unreduced payment for the year, your client cannot return the excess amount.

    If your client would like to reduce the minimum, you can contact our Advisor Services Team at 1.866.884.7427, Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca to advise us of the change. Taxes will not be withheld on the payment.
     
  4. Equimax Enhancements – Coming Soon

    More updates for a better and stronger solution!


    We have exciting news! Further to our October 5th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 

    Stay tuned for more details, coming on December 10, 2024.

    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 

    Questions? Contact your Equitable wholesaler. 
  5. [pdf] Segregated Fund Semi-annual Report - June 30, 2025
  6. COVID-19 Group Benefits Updates
  7. Web Illustration Tool for Universal Life (UL) Insurance now available

    The new tool for UL provides greater flexibility and convenience. You will now have access to UL illustrations in the same way that you access and save Whole life web illustrations. It enables you to manage your business on the go from your laptop.

    This is the latest step in our commitment to making it easier for you to do business with us, with all our product illustrations now available in a web version. Visit the new web illustration tool here.

    Speak to your individual life wholesaler to learn more!

  8. [pdf] Investment Direction - Legacy
  9. [pdf] Excelerator deposit option Q&A