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  1. Excelerator Deposit Option – maximum payment limit changes

    The Excelerator Deposit Option (EDO) gives your client the option to make additional payments, subject to specified limits and our current administrative rules and guidelines, above the required guaranteed policy premium. EDO payments can help grow the long-term values in your client’s policy.  This change is regarding the maximum EDO payment limit that applies to the policy.
     
    For Equimax policies with an Owner Signature Date of June 26, 2021 or after where a term rider has increased the maximum EDO payment limit on the policy

    ● NEW! If a request is received to terminate, convert, or reduce the term rider and the term rider has been in effect for 10 years or longer, the EDO maximum for the policy will not be reduced.
    ● If a request is received to terminate, convert, or reduce the term rider and the term rider has been in effect for less than 10 years (it has not reached the 10th policy anniversary), the EDO maximum for the policy will be reduced accordingly.

    Current rules as to when underwriting is required for EDO payments continue to apply, as do current rules surrounding acceptance of EDO payments and maintaining the tax-exempt status of the policy and can be found in the Equimax Product Admin Guide.

    Want more information?  Contact your Regional Sales Manager for more information on these changes
     
  2. Saving time with our fully digital group benefits application On May 1, 2023, we are launching Equitable BenefitsApply™, our fully digital group benefits application.
     
    This enhancement to the benefits application process will help both you and your clients save time when applying for an Equitable Life group benefits policy. We designed and developed BenefitsApply with input and feedback from several advisors and clients, who tested the tool for themselves.
     
    In most cases, BenefitsApply will replace our traditional paper implementation process.*
     
    BenefitsApply eliminates the need for clients to complete and sign multiple, lengthy paper forms. Time-saving features for you and your clients include:
    • A fully digital online application that you can access wherever and whenever you need it,
    • Pre-filled standard fields,
    • Only one signature required from plan sponsors,
    • A smart application that only includes the sections relevant to the client and the plan design they have chosen, and
    • Automatic notifications of any missing fields. 
    Your Client Relationship Specialist is available to support you, provide a demo and provide training on how to use BenefitsApply.
     
    We will continue improving BenefitsApply’s features based on feedback from the people who use it—you and your clients. We encourage you to share any feedback you have with your Group Account Executive or your Client Relationship Specialist.
     
    *BenefitsApply is currently available for groups with up to four divisions and up to four classes. It is not available for myFlex Benefits plans, or for clients with a customized master application.
  3. Savings & Retirement Policy and Procedure updates regarding Electronic Signatures We have updated our policies and procedures regarding electronic signatures in the Savings and Retirement department. We are now able to accept electronically signed documents, from all major third-party signing vendors.  

    Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing. Including esign@equitable.ca as a non-signing reviewer is secure, quick, and efficient. Documents no longer need to be emailed to us – eSigned documents are sent directly to us once all signatures are completed, therefore you do not need to notify us once the documents are signed.  

    When esign@equitable.ca is not used to submit electronically signed documents, the following criteria are required: 
    • The original signed form and audit trail with all the security features intact 
    • The email address used to sign must match what is in our files (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation. 

    A guide on how to use esign@equitable.ca can be found here.

    Please note that Equitable does not accept digital signatures (images or fonts of a signature which are not stamped). 

    Date posted: June 13, 2024
  4. Take advantage of our online services today!
  5. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

    View the Guide to completing eSignatures


    What are the benefits?
    ● It’s secure because you no longer need to upload or email documents to us.
    ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
    ● Your documents will be processed quickly and efficiently.

    How does this work?
    ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
    ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
    ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
    ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 


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