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  1. There is still time for your clients to contribute to their Tax-Free Savings Account


    If you have clients that have not contributed to their Tax-Free Savings Account (TFSA) this year, great news… there is still time!

    You know that an Equitable Life® TFSA is a great way to save. Each year residents of Canada who are at least 18 years of age are eligible to invest up to $6,000* into their TFSA, in addition to any previously unused contribution room. Deposits made into a TFSA are made with after-tax dollars. This means that withdrawals can be made at any time on a tax-free basis.

    Interested in increasing an existing Pre-Authorized Debit (PAD) TFSA deposit?
    Clients with an existing PAD (or who had one in the previous six months), can go online to make any adjustments to a scheduled deposit to their TFSA. Clients can simply login to Equitable Life’s Client Access®. Client Access is Equitable’s secure online client site that connects clients to tools and policy information.
     
    Consider a one-time deposit or set up a PAD?
    To get started with one-time deposit, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.

    Clients that complete their deposits using online banking do not have to worry about mailing a cheque or missing the deadline. Deposits are applied based on the investment direction on file.

    If you have clients that would like to set up a PAD, simply complete Form #378. For details on how to submit forms during COVID-19, refer to the NEW APPLICATIONS & TRANSACTION AUTHORIZATION REQUIREMENTS webpage.
     
    If you have any questions, please reach out to your local Regional Investment Sales Manager or Advisor Services at 1.866.884.7427 Monday to Friday, 8:30 a.m. to 7:30 p.m. ET or email savingsretirement@equitable.ca.
     

    *The annual TFSA limit is set by Canada Revenue Agency (CRA) and is currently $6,000. Your notice of assessment will tell you if you have unused contribution room from previous years. Contributions over the maximum will be charged a monthly penalty of 1% by CRA.
     
    ® denotes a trademark of The Equitable Life Insurance Company of Canada
  2. [pdf] Payout Annuities Product at a Glance
  3. [pdf] Non-Resident Transactions
  4. [pdf] Pivotal Select Contract and Information Folder
  5. Compliance Resources
  6. [pdf] Dialogue Virtual Healthcare Overview
  7. Anti-money Laundering Legislation Requirements Summary
  8. Path to Success Module 1
  9. Supporting you and your group clients during the COVID-19 pandemic

    We know these are challenging times.

    As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

    We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

    As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

    All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

    These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.

  10. Grow your guarantee using resets from Equitable Life
    Did you know that many of Equitable Life®’s segregated funds contracts, including Pivotal Select™ Estate Class and Protection Class, allow for an annual reset of the death benefit guarantee? Now could be a great time to remind clients to lock-in any gains with a death benefit reset; and increase their Death Benefit guarantee to 100% of the current market value. The ability to lock-in market growth using resets is one of the differences between segregated funds and mutual funds.
     
    To complete a reset, submit the applicable investment direction form. If you have Limited Trading Authorization on file, you can sign the request on your client’s behalf*. The Investment Direction Forms are posted on EquiNet®, or can be found here (by product):
       
    Be sure to check out the “Growing your Guarantee with Resets” marketing piece which can be shared with your clients. For questions about resets, contact your Regional Investment Sales Manager today.


     
    *Advisors are required to keep notes of their conversation with their client for audit purposes when completing transactions using Limited Trading Authorization. World Financial Group (WFG) advisors are not permitted to use Limited Trading Authorization as per their agreement with WFG.
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada