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  1. [pdf] Transferring wealth to an adult child - case study
  2. Pique your Fi-natical Curiosity with Equitable and Invesco

    Get ready for an engaging session where we'll uncover 8 core topics that every advisor should know about clients. One of those core topics is “who do you care about?” This helps advisors understand who is important to clients, so they can then begin to include them in their planning. Let's dive in and discover how to make client relationships even stronger.

    Rob Kochel, Director, Invesco Consulting Canada, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable® as he hosts this Master Class webcast on “Fi-natical Curiosity”.

    Featured Speaker: Rob Kochel
    Rob is a Director with Invesco Consulting. This group has earned a reputation within the financial sector as a premier provider of business strategies to the industry. Rob is a national speaker who is recruited for keynote presentations and workshops to share his personal learnings and Invesco Consulting's expertise.

    Learn more

    Continuing Education Credits 
    This master class 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 13, 2025

  3. [pdf] Health Care Spending Account - Plan administrators
  4. [pdf] Dialogue Virtual Healthcare Overview
  5. [pdf] Equitable's Competitive Advantage
  6. Equitable Life Group Benefits Bulletin - September 2020

    In this issue:

    Enhancements to Equitable EZClaim Mobile
    New reports available on EquitableHealth.ca

    * Indicates content that will be shared with your clients.

    Enhancements to Equitable EZClaim® Mobile*

    We’ve updated our Equitable EZClaim mobile app to process vision claims faster, to provide a new option for submitting documents and to increase password security.

    Faster vision claims processing and payment

    Equitable Life now provides faster processing of vision claims submitted via EZClaim Mobile.

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

    In order to allow for instant processing and faster payment, plan members will be prompted to enter some additional information, including their practitioner’s name, the date of the expense, the type of expense and amount of the expense when submitting their claims for these services.

    Equitable Life plan members can submit all vision claims via Equitable EZClaim, including coordination of benefits and Health Care Spending Account claims.

    Submit documents from a mobile device

    We have added our Document Submission tool to EZClaim Mobile so plan members can conveniently submit documents directly from their mobile device. Applications, change forms, statement of health forms and more can all be easily uploaded whenever and wherever they are.

    Improved security with stronger passwords

    To help you, your clients and plan members better protect personal information, we have increased the maximum length of passwords for both EZClaim Online and EZClaim Mobile from 12 to 32 characters. This longer character limit makes it easier to create stronger and more secure passwords.

    There is no change for plan members, plan administrators or advisors. All existing passwords will continue to function. However, if you choose to update your password you will now be able to choose longer passwords or passphrases.

    Why should I change my password?

    Changing your password frequently helps keep your information safe. The longer and more random the password, the more secure it is. To improve security even more, a passphrase is recommended.

    A passphrase is a series of words or other text used like a password. Because it is much longer, a passphrase is more secure. Although the words in the phrase may be meaningful to you and easy to remember, they can be random enough that the full phrase is difficult for someone else to guess. It’s even better if you use numbers or other characters in your passphrase.

    Your passphrase should be:

    • Long enough to be hard to guess;
    • Not a famous quotation;
    • Easy to remember and type; and
    • Not used in multiple places.

    To change your password:

    1. Log in to EquitableHealth.ca
    2. Click on My Information > User Profile
    3. Click Edit
    4. Confirm your information and enter your new password
    5. Click Save

    We will be announcing this enhancement to plan members on EquitableHealth.ca.

    New reports available on EquitableHealth.ca*

    Plan administrators and advisors with reporting access can now download three additional reports any time via the plan administrator and advisor websites on EquitableHealth.ca:

    • Premium and Tax – This report provides a breakdown of premiums and taxes paid per plan member for any specific time period for all applicable benefits.
    • Occupation and Earnings – This report provides current plan member earnings and occupation information and gives plan administrators an efficient way to report updates to us.
    • Employee listing – This report lists all plan members’ information, including name, certificate number, date of birth, province, occupation and salary, as well as benefit coverage currently in place and HCSA allocations.

    These reports can be downloaded in Excel format for easy updating, filtering or sorting.

    For more information, please contact your Client Relationship Specialist.

     

    *Indicates content that will be shared with your clients

  7. Equitable Life is launching a new Retirement Savings Plan section on EquiNet It is never too early or too late to speak to your clients about Retirement Savings Plans (RSP). This is a great time to check us out because Equitable Life® is launching all new tools and resources to help you improve your sales strategy and reach your clients.

    Today, Equitable Life is launching an all new RSP section on EquiNet®. The RSP Product Information box contains new and improved marketing tools and resources. Need to prospect new clients? We have editable letters to help you do that! Need to market to Millennials, Generation X or Baby Boomers? We have brochures and case studies to help you reach them. Want to market to your clients using social media? We have links and articles to help you share the love. With all the new and updated RSP materials, we have you covered. So, visit us on EquiNet today to see how we can help you grow your business.  
     
  8. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 

    When do you need to send a LIRD to Equitable®?

    Refer to our: LIRD requirements by province     

    Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 

    If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 

    Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

    Note: The LIRD does not terminate the original policy; it indicates intent to do so.

    Questions? Please contact your local Equitable wholesaler if you need additional information.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
  9. Important Changes to your Equitable EquiNet Login
    We know that in today’s world, you have a lot of logins and passwords to go with them.

    Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.

    This technology is called passkeys.

    A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.

    You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.








    How passkeys will work on EquiNet:
    Passkey.png

    This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.

    All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
     
  10. Coming soon – 2024 Product Updates What’s changing?

    Updates include changes/enhancements to our flagship Equimax® Par Whole Life product, Evidence of Insurability Schedule and more. A detailed summary of all the changes will be available on October 8, 2024.

    The Transition Rules, for handling new and in-progress life applications, are effective October 5, 2024.

    Need more information?
    Contact your Equitable wholesaler. Watch for more details on October 8.











    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.