796 results for check site now MAKEMUR.COM Buying early release from jail with payment plans

1. Here is what our advisors are saying about Equitable’s EZtransact

   You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:
   
   “EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston
   
   
   “You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson
   
   “You've got this thing running brilliant” - Gerald Kottke
   
   “Love the ease of this!” - Bradley Radke

   In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!
   
   Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.
   
   Date posted: August 22, 2024 

2. [pdf] Now it’s even easier to grow your savings online!
3. Sofie wants to provide for her children long after she’s gone with Equitable Generations Universal L Sofie knows the future is uncertain. As a mom of two children and in her late forties, Sofie wants to continue to help her kids with their life goals as they get older.
   
   She learns that Universal Life insurance from Equitable^® is a great fit for her. It has investment options, choices of death benefit and even flexibility on how she pays for her premiums. With the investment option, she can earn tax-advantaged growth*.
   
   Watch our new Universal Life Insurance from Equitable video to learn more. See it on Vimeo  
   
   This video can help you talk with clients about Universal Life insurance. It walks them through what it is, how it works, and the affordability and flexibility it features. It highlights just how Universal Life from Equitable is an insurance solution truly designed to meet the needs of clients today and into tomorrow.
   
   Not sure where to start? Send clients this draft prospecting letter which you can personalize specifically for them.
   
   Plus, check out our Universal Life solution page on EquiNet^®, then click on the Marketing Materials tab for the latest Universal Life Marketing Materials.
   
   Want to learn more? Ask your Equitable wholesaler!
   
   
   
   View on Vimeo 
   
   
   
   
   *Subject to the Income Tax Act of Canada.
    
4. NEW – Online courses for CE Credits from Individual Insurance Needing continuing education credits?
   Equitable^® is excited to introduce two new online courses focusing on Universal Life and Critical Illness insurance that provide immediate CE credits upon completion. The courses allow you to learn at your own pace and earn CE Credits quickly and easily. Both courses are accredited by AIC, ICM, the Institute, and La Chambre*.
    
   New courses:
   1) Where UL fits in your product portfolio
   2) Building your business with Critical Illness insurance
    
   A few important notes before you get started:
   ● The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
   ● Username: Please use your email that you are contracted with.
   ● Password: Equitable
   ● Please use Google Chrome to access the courses.
   
   
   
   Check out our new individual insurance online learning centre on EquiNet^® to stay up to date on new courses and find out more information on the topics provided. While you’re there, don’t forget to take our Path to Success course!
    
   Questions?
   Contact your local wholesaler.
    
   Are you having trouble logging in?
   Email equitablelifemarketing@equitable.ca for assistance.
    
   
    
   *Please select the course with “QC credits” in the title for La Chambre credits.
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
    
5. DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.¹
   
   Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
   
   
   ¹ https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends
6. Most employers staying the course on benefits during COVID-19

   With businesses suffering hardship due to COVID-19, employers are turning to you for advice on their benefits plans during these difficult times. We’ve received numerous questions from advisors about changes our clients are making to their plans during this crisis.

   So far, the vast majority of clients are standing pat and taking a wait-and-see approach. Plan amendments have been the exception – fewer than 1% of our clients have made COVID-19-related amendments as of mid-April. Almost all are clients with fewer than 50 lives.

   We know that many of our clients have experienced layoffs, but hardly any have cancelled benefits. Fewer than 0.1% have terminated benefits to date.

   Below is a snapshot of plan amendments and terminations relative to our overall block, and an overview of the types of amendments we’re seeing.

   
   
   
   
   
   COVID-19-related plan changes on Equitable Life’s block of business

   As of April 15, 2020
   

   Have clients who need to make a change?

   We know this is a difficult time for Canadian employers. If you have a client who needs to make a change to their plan, please contact your Group Account Executive or myFlex Sales Manager. We have a range of options to help them manage, and changes can be made quickly. The average turnaround time for COVID-19-related amendments is currently about four days.

   We’re happy to work with each employer to understand the options that suit their specific situation best.

7. Help clients navigate the tax landscape across investment types with Equitable With tax time in full swing, you’re invited to a helpful webcast that will explain how different investment types are taxed. This will give you simple language you can use to build clearer conversations with clients.
   
   This session will help you explain the key differences between:

   • Registered plans (which shelter or defer tax):
        • RRSP: Contributions offset taxable income. Taxes are deferred until withdrawals are made.
        • RRIF/LIF: All withdrawals are taxable.
        • FHSA: Contributions, withdrawals, and transfers appear on T4FHSA/Relevé 32.
        • TFSA:  Helps your investments grow tax-free.

   • Non‑registered plans (which are taxed yearly):
        • Income is taxed each year (not deferred). 
        • Reporting usually comes through T3 or T5 slips.

   
   Host: Taylor Tatay, Director, Investment Sales
   Guest Speaker: Chris Petroff, Individual Wealth Product Strategy Manager

   Learn more

   
   Continuing Education Credits 
   This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
   
   This webcast is available in English only. 
   
   Date posted: March 18, 2026
8. How Equitable is responding to the generic Ozempic shortage

   Health Canada recently approved generic versions of Ozempic for the treatment of Type 2 diabetes. The generic has been deemed interchangeable with the brand drug in some provinces.

    

   Since then, however, a severe and widespread shortage of generic Ozempic has occurred across the country and among major drug distributors.

    

   What this means for drug plans with generic pricing

    

   Our pharmacy benefits manager, TELUS Health, normally limits reimbursement to the cost of the generic for clients who have drug plans with generic pricing once the province deems it interchangeable. This helps lower costs for clients and members.  

    

   Otherwise, plan members taking Ozempic would only be reimbursed up to the cost of the generic, even if the generic isn’t available. If a plan member filled the brand-name version, they would be responsible for paying the difference in cost.

    

   How we’re protecting plan members

    

   To help protect plan members from excessive out-of-pocket costs, we’ve chosen to align with TELUS Health’s decision to delay applying these limits while the generic Ozempic supply remains unstable.

    

   We will work to monitor availability of the generic and update you as supply changes and once interchangeability limits are applied. In the meantime, you may wish to remind your clients that this approach is intended to support smoother access for their plan members while the generic supply may be inconsistent.

    

   We will share this information with your clients.

9. Introducing Path to Invest for learning and earning CE credits Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
    
   Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.  
   
   It’s a one stop shop with 15 accredited presentations on a variety of topics.  All with a video tutorial, short quiz and resource links for more information. 
   
   
   
   A few important notes before you get started. 
   PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
    
   To get started on your Path to Invest:
   • • Click Equitable Life Education site
   • • Use the email address that you received this email to login.
   • • Your password is Equitable
   • • This link is specifically for your use only. Please do not share this link.
   Earning CE credits with Path to Invest is easy. 
   1. Select a module.
   2. Watch the entire video presentation.
   3. Complete the quiz and receive a passing grade.
   Once you’ve successfully completed the requirements, your personalized CE certificate will automatically be available to download.
    
   Check out Path to Invest and start learning and earning CE credits today. 
   
   Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
    
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 14, 2023
10. [pdf] Converting Your Savings into Retirement Income