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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
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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
-
Explore Equitable EZBenefits™
A better group benefits solution for your small business clients
Running a small business isn't easy, especially for companies with smaller budgets and fewer resources. It can be tough to find a competitively priced benefits plan with the features that clients want. That’s why we created Equitable EZBenefits™, a benefits solution designed with the needs of small businesses in mind.
Options to fit every need
Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
Embedded services to support health and wellness
To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
● Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
● Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
● Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
Extra HR support for EZBenefits clients
EZBenefits also comes with built-in HR support through Equitable’s partnership with Citation Canada® (formerly HRdownloads). It takes the heavy lifting out of common human resource tasks with HR support tools and services. Features include:
● an award-winning cloud-based human resource information system (HRIS) to provide help from onboarding to offboarding and everything in between,
● access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads,
● a free Workplace Diversity and Inclusion online training course, and
● one free Life HR advice call with a seasoned HR expert.
A streamlined process to optimize your time
We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
Pricing stability for long-term stability
When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
Find out more
To learn more about EZBenefits, watch our video to learn more or view our brochure. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
* Not available in Quebec.
** Dental coverage is not included with the Bronze plan design option.
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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. - Individual Wealth Forms and Resources
- Resources
- Online CE Credit Courses
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Tools to manage mental health
As we all continue to manage the impacts of the COVID-19 pandemic, it’s important to remind your clients of the valuable supports available to help their plan members cope through this challenging time.
Free trusted information and COVID-19 resources
Our partner FeelingBetterNow® is responding to the pandemic by providing trusted public resources that offer mental health support. They are available to anyone 24 hours a day, seven days a week, and include:
- What to do if you’re anxious or worried about COVID-19;
- Resources for parents and caregivers; and
- National and Provincial Public Health resources.
Access COVID-19 resources from FeelingBetterNow.
FeelingBetterNow Mental Health Assessment
In addition to these public resources, Equitable Life clients with FeelingBetterNow as part of their group benefits plan have access to online mental health resources. FeelingBetterNow can help plan members identify their risk for mental health concerns and work with their doctor on diagnosis and treatment. It’s an anonymous tool developed by mental health experts which provides:
- Emotional and mental health assessments;
- Practical, evidence-based tools employees and their doctor can use to assess, treat, and follow-up on emotional and mental health concerns; and
- Convenient online access to information and effective resources.
FeelingBetterNow is easy to use and completely anonymous. It takes less than 20 minutes to complete the assessment and view your results.
Learn more about FeelingBetterNow, then contact your Group Account Executive or myFlex Sales Manager to discuss how your clients can add this service to their plan.
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Anti-money laundering legislation changes
To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has made changes to the information that we collect on some of our applications and forms.
Changes and updates to our online forms and applications include the following:
● The 350 Application for Life Insurance - Advisors can order new paper applications from Equitable’s Supply Team by filling out the Supply Order form 1390 and emailing it to supply@equitable.ca. You will receive your copies as they become available.
◦ Paper applications submitted after May 15, 2021, with a version date before April 2, 2021 will be accepted with the caveat that additional information may be required from the advisor to comply with anti-money laundering legislation.
◦ As of July 1, 2021 any application with a version date prior to April 2, 2021 will no longer be accepted by Equitable Life.
● Equitable’s EZcomplete® online application reflects the new changes effective May 15, 2021. Any in-flight applications in EZcomplete will automatically be updated to comply with anti-money laundering legislation. You may be required to complete additional fields before submitting the application for signatures.
● Various other forms will now require additional information. A complete list of all forms and applications affected by the anti-money laundering legislation can be found here.
Learn more about the Government of Canada’s anti-money laundering legislation and Financial Transactions and Reports Analysis Centre of Canada