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  1. New online course available

    Boost your knowledge and earn CE Credits 

    Looking to deepen your understanding of Universal Life insurance and get a new CE Credit?

    Equitable is excited to offer a new addition to our online learning center: The mechanics of Universal Life. Whether you are new to the concept or looking to refresh your expertise, this course will help provide the knowledge you need to start conversations with clients.

    Our CE credit courses allow you to learn at your own pace and earn CE credits quickly and easily.

    Available Courses:
    • The mechanics of Universal Life *NEW*
    • Introduction to Whole Life Insurance
    • Participating Whole Life for the Children’s Market – A head start for tomorrow
    • Path to Success - Expert Advice on Navigating CI Sales  
    • Ensuring a Compliant, Needs-based Insurance Sale
    • Where UL Fits in your product portfolio
    • Building your business with Critical Illness insurance
    • Harness the Power of Whole Life Cash Value

    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 address that you are contracted with
    • Password: Equitable
    • Please use Google Chrome to access the courses

    You can earn CE credits right away when you complete these courses.
    Start earning CE Credits!

    Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses. 

    All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.

    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in?
    Email equitableiimarketing@equitable.ca for assistance.
  2. [pdf] Tax-free money does exist, if you know where to look.
  3. Our Critical Illness Insurance Path to Success Program Our Critical Illness Insurance Path to Success program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    Learn more about the CI Path to Success Program
    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.

    Enhancements to our Critical Illness Insurance product EquiLiving®
    The timing couldn’t be better for connecting with your Regional Sales Manager to gain access to this program, as we have made recent enhancements to our Critical Illness product that will help you offer more options to clients. We’ve enhanced our EquiLiving plans and riders 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)
    •  Adult Covered Conditions definitions updated to 2018 CLHIA definitions
    •  Increased the number of Early Detection Benefit covered conditions from 4 to 8
    •  And so much more …

    Contact your Regional Sales Manager to get set up in the program and learn about other CE accredited presentations happening each week. 
  4. About
  5. 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.

    get-started-sm-(1).png

    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.

     
  6. Make your next audit a breeze

    New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale


    When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. 

    Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). 

    “The Approach” to supporting suitable, needs-based sales
     
    The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file.

    Get started now

    A few important notes:
    ● This program is 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.

    Get-started-now!-button-(3).png

    Looking for more CE accredited training 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. 

    Questions?
    Contact your local wholesaler.

    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.

     
  7. [pdf] Managing a Retirement Savings Plan tax refund
  8. [pdf] Equitable GIF Fund Facts
  9. [pdf] Payout Annuity Application
  10. Claims payments and notifications will go fully digital on July 1, 2023 We are committed to providing a better benefits experience. We have secure and convenient digital options to make it easier for plan members to access and use their benefits plan, including EquitableHealth.ca and the EZClaim Mobile app.

    Most plan members are already using these tools to set up email claim notifications and direct deposit. They get their claim updates faster and their claims paid more quickly, right into their bank account.

    To help ensure that all plan members benefit from faster claim payments and notifications, we are making these services fully digital as of July 1, 2023. That means, in most cases, we will no longer mail paper claim cheques or explanation of benefits (EOB) notifications.**

    Plan members who haven’t already activated direct deposit and email notifications will need to activate these services via their plan member account on EquitableHealth.ca

    How we’ll help plan members get set up

    Fortunately, it’s simple for plan members to set up these features. And it only takes a few minutes. To make it even easier, we’ve created a Plan Member Guide to Getting Started Online. It includes simple instructions to help plan members use our digital features and get the most from their benefits plan. 

    We have also created a toolkit that plan administrators can email to their plan members to walk them through the simple steps. Access the toolkit here.

    And we’re available to guide plan members who may need help. They can call us at 1.800.265.4556 and select “Plan Member Web Support”. Our Client Care Centre Team is happy to help them activate these services. 

    How we’ll communicate with plan members

    We will start communicating this change to plan members in April. For plan members who aren’t taking advantage of these convenient features, we will send them an email to let them know about the change, with instructions and support on getting set up.

    We will also include an insert with all mailings of paper cheques and EOB notifications sent out. And we will post an announcement and banner on EquitableHealth.ca to let plan members know about the change.
     

    How we’ll support plan members who need extra help or accommodations

    After July 1, 2023, we will follow up with plan members who have not yet activated direct deposit or email notifications for their claims and provide any extra help and support they may need. And, of course, we’ll make exceptions for plan members who aren’t willing or reasonably able to use these features. 

    Questions?

    If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.

    ** Disability claimants will continue to receive paper Explanation of Benefits notifications in the mail. Some pay-direct drug claims will also continue to be paid by cheque.