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  1. Par Whole Life Summary
  2. Manage your business virtually with Equitable Life

    As an advisor, we know that physical distancing and self-isolation are proving to challenge the business as usual practise. The good news is that Equitable Life® is here to help. Our self-serve and online tools and resources for Savings and Retirement advisors can assist in maintaining a certain degree of daily activity.

    Online Banking
    Help your clients during this time of isolation and self-distancing by letting them know about banking online. Online banking is an easy and convenient way for your clients to make additional contributions to non-registered savings plans, Tax-Free Savings Accounts or even last-minute contributions to a Retirement Savings Plan.

    Deposits will be made according to the instructions on file. Advisors will receive the regular commissions for any deposits made. Please note that all deposits must originate from the policy owner's bank account.

    For more information on using online banking including financial institutions currently registered for direct deposit with Equitable Life, click here.

    EZcomplete for non face to face
    We know that business still needs to happen, even in times of uncertainty. EZcomplete® can help with that. With our non face-to-face functionality, EZcomplete allows you to remotely connect with your clients. Once the online application is complete, EZcomplete sends your client a passcode that gives secure access to review documents and allows your client to provide an electronic signature. You only need to provide your client’s email address.

    EZcomplete makes the process of completing non face-to-face applications more convenient and doing business with Equitable Life EZ. For more information on EZcomplete, click here.
     
    Limited Trading Authorization
    Need to make some fund adjustments for your client? Limited Trading Authorization (LTA) is built into the Pivotal SelectTM and Guaranteed Interest Account applications to simplify the process of submitting client requests. Alternatively, the Limited Trading Authorization Form # 14 can be completed. Discretionary trading is not permitted. The advisor must have documented the client’s instructions in the client file. To learn more, click here.
     
    Client Access
    Does your client need to make changes to a pre-authorized deposit or beneficiary information, address or banking information? Does your client have a Client Access® account? Client Access is Equitable’s secure online client site that connects clients to tools and policy information. To create a new Equitable Client Access account, your client will need to reference the policy number(s). By registering for Equitable Client Access, policyholders and annuitants can make changes and view information such as:

    Details of investment holdings including:

    • Up-to-date market value of investments;

    • Guaranteed Interest Account (GIA) maturity dates and values;

    • Premium amounts, death and maturity guarantees and beneficiary information; and

    • Recent account activity.

    Details of Payout Annuities including:

    • Next payment date;

    • Annual income and payment guarantee details; and

    • Beneficiary and Annuitant information.

    There is also a secure inbox where copies of statements and other correspondence are available. To learn more, click here. 
     

    Need help with any of these resources? Contact our Advisor Services team Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.

  3. Meghan Vallis named head of distribution for myFlex Benefits and other group benefits updates

    Meghan Vallis named head of distribution for myFlex Benefits

    We are pleased to announce that Meghan Vallis, our Group Sales Vice President for Western Canada, will head national distribution for myFlex Benefits in addition to her existing responsibilities.

    As part of her expanded role, Meghan will lead the myFlex Benefits sales team and develop and implement strategies to achieve the growth of this offering. Meghan and the myFlex team will continue to focus on delivering market leading services for our clients and advisors.

    Meghan joined Equitable Life in 2020 and brings more than 15 years of experience in the group benefits industry to her expanded role. She is passionate about helping Advisors succeed to transform their clients' employee benefit experience.

    myFlex Benefits is one of the most unique and versatile benefits solutions for small businesses in Canada. It is fully pooled, includes a two-year renewal and features a user-friendly portal for plan members to make their benefit selections. And it’s simple to use: Plan sponsors set a budget and choose from a selection of benefit options. Plan members then use flex dollars to select from the options offered by their employer. Any leftover flex dollars are saved in a health care spending account (HCSA).  
     
    If you have any questions or are interested in learning more about myFlex Benefits, please contact your Group Account Executive or myFlex Sales Manager. 

    Changes to Short Term Disability (STD) benefit calculations for 2023*

    The Canada Employment Insurance Commission and Canada Revenue Agency have announced the 2023 changes to Maximum Insurable Earnings and premiums for employment insurance.
     
    The following changes to Employment Insurance (EI) will come into effect on Jan. 1, 2023:

    STD-update-graphic.PNG

    How does this affect your clients?

    Your clients’ STD benefit will be revised with the updated maximums based on the percentage of EI Maximum Weekly Insurable Earnings shown in their policy if:
    • Their Equitable Life Group Policy includes an STD benefit that is tied to the EI Maximum Weekly Insurable Earnings, and
    • At least one classification of employees has a maximum of less than $650.
    The additional premium for any increase from their previous STD amounts and new STD amounts will appear on their January 2023 Group Insurance Billing (as applicable).
     
    If their STD maximum is currently higher than $650 or based on a flat amount instead of a percentage or regular earnings, no change will be made to their plan unless otherwise directed.
     
    If your clients wish to provide direction regarding revising their STD maximum, or if they have questions about the process, they can email Kari Gough, Manager, Group Issue and Special Projects.

    Coming soon: Survey for Plan Administrators with recent disability claims*

    We’ve enhanced our communication processes to help your clients with disability plans manage their workplace absences more effectively. In early December, we will distribute a short survey to plan administrators who may have submitted an approved disability claim in the past six months. The survey will ask recipients about their satisfaction with the frequency and detail of our disability management communications.

    The email will come from GBClientFeedback@equitable.ca, and the survey will remain open until the end of the day on December 16, 2022. All responses will be confidential. We plan to use the feedback to help ensure that we’re meeting your clients’ expectations and delivering industry-leading service.

    We may also follow up with survey respondents directly, to address any concerns they’ve identified.

    * Indicates content that will be shared with your clients.
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