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  1. About
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  3. Path to Success Module 5
  4. New “Update Payment” feature for banking changes has launched! Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.

    What’s new?

    A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:

    1.  STOP pre-authorized payments.

    2.  RESUME pre-authorized payments on overdue accounts.

    3.  CHANGE which bank we withdraw money from.




    The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature. 

    How it works!

    When a change is requested using the new Update Payment feature, our Operations team receives it online.  They will review and process the changes within three business days, as per Equitable’s current service standards. 

    The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.

    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.

    Need more information? Please contact your Equitable wholesaler.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
  5. Making it easier to do business with us At Equitable® we are always looking for ways to improve your experience with us. We’ve made the following enhancements to make it easier for you to put your business with us.  

    New and Improved UL Fund Performance page

    Access more fund performance information faster and easier on our new and improved Fund Overview & Performance website for funds held within Equitable universal life policies. 
     
    We partnered with Fundata to build a central location for fund performance, fund information (available in web and PDF) and Management Expense Ratios (MERs). This fund reporting will be available for all our universal life business (both legacy products and products currently being sold).

    Highlights include: 
    ● Save your favourite funds for easy access. 
    ● Fund search and tools to filter by product, asset class and sustainability. 
    ● Share feature allows you to easily share fund information with clients. 
    ● Ability to compare fund performance. 

    Check out the new Fund Overview & Performance website today. See how Equitable is making fund information faster and easier to access. 

    New “Update Payment” feature for banking changes has launched!

    Great news! We have launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online capability enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.  
    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.

    What’s new? Clients and advisors can now submit banking changes via EquiNet under Policy Inquiry. It allows them to easily submit requests for the following: stop and resume pre-authorized payments or change banks. Learn more. 

    Speak to your individual life wholesaler to learn more about these great enhancements!

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  6. [pdf] Daily/Guaranteed Interest Account Application - TFSA
  7. Introducing Empathy – Compassion and care at time of loss
  8. We want to hear from you! We’re building the Equitable ListensTM advisor community and invite you to join!

    What’s in it for me?

    Video-Thumbnail-(1).png

    How do I join?

    It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

    JOIN-NOW!.png

    Thank you,
    The Equitable Listens Team


    This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
  9. Individual Insurance product enhancements

    Equitable Life has exciting product enhancements that will help you offer more options to clients. 

    Watch our Virtual Product Launch NOW. Grab a coffee and get ready for this exciting news! Hear from our leaders and learn about our exciting product enhancements.

    - Full Product Launch Video (approx. 20 minutes). 
    - Introduction video (View on Vimeo) / Product launch page 


    Highlights of the product changes effective February 12, 2022, include:

     

    NEW! 10 pay premium option with Equimax Estate Builder®

    - The new EquiLiving® 20 pay rider options will be available on Equimax® plans


    NEW! EquiLiving plans and riders enhanced with:

    - 20 pay options with coverage to age 75 or coverage for life
    - Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    - Added Acquired Brain Injury as a covered critical condition 
    - 30-day survival period removed for all non-cardiovascular covered conditions
    - No age restriction to claim for Loss of Independent Existence (LOIE)
    - EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)          
    - And so much more …

    New Illustration software available on February 11, 2022 
    The updated illustration software will be available for download after 9 a.m. ET on Friday, February 11, 2022, and will include all the Equimax and EquiLiving enhancements.

    See the Equitable Sales Illustrations Update for information on how to download the software or check for updates. 

    Please review updates to the commission schedule A for these new enhancements.

    Learn more Get ready to make 2022 your best year yet for your sales! 

    Please contact your Regional Sales Manager for more information. 
  10. Individual Wealth Marketing Materials