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Navigating the current markets with Equitable
We know these times are tough for everyone. With the markets being uncertain, we want to reassure you that we're here to support you and our clients.
For the latest updates, please check Equitable’s navigating the current market information page. There you'll find information from us and our partners about the latest in tariff news, what the current landscape means for investors, marketing resources to help clients learn about investing during uncertain times, and more.
As the global situation evolves, we will continue to assist you as we navigate the markets together. Rest assured, Equitable is dedicated to supporting you. When we grow together, success is mutual.
For any questions, contact your Director, Investment Sales.
Posted April 24 - [pdf] DUCA Credit Union Lending Arrangement
- [pdf] Excelerator deposit option Q&A
- [pdf] Segregated Fund Sales DSC Disclosure Form
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- [pdf] How to access in-force illustrations
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Have you heard about Equitable Client Access?
Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.
• Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
• Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
• Address or banking information changes? Equitable Client Access has your clients covered.
• Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.
Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:
• Insurance coverage and guarantees
• Investment allocation, performance and market values
• Transaction history
• Statements and letters
• Advisor contact information, along with so much more.
If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!
Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
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Welcome EZtransact from Equitable Life
On July 28, 2021, Savings & Retirement is launching online transactions for segregated funds. A new way to make managing your client’s policies quick and convenient. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied down to business hours for submitting transactions.
Available on EquiNet's secure website, EZtransact’s first service will allow advisors to setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place. In just five simple steps, EZtransact:- Collects the deposit details,
- Pre-populates pre-existing relevant details,
- Alerts you to any missing information,
- Facilitates the signing process and
- Sends a copy of the transaction to your MGA, eliminating any need for duplicate copies, or additional steps.
“We are excited to be able to launch a new digital solution for our advisors”, said Vice-President, Savings and Retirement, Judy Williams. “We feel this new application complements our existing highly rated EZcomplete® online application process. With both solutions available to advisors, we are making it even easier to do business with Equitable Life”.
If you are already registered with EquiNet, go online today, and give EZtransact a try. If you are not registered, contact your local Regional Investment Sales Manager or, call our Advisor Services Team to have a Regional Investment Sales Manager in your area contact you.
To learn more, click here.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada
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December 2022 eNews
Update: EI Sickness Benefit Extension confirmed for Dec. 18, 2022*
The federal government confirmed on Nov. 25, 2022, that it is extending the Employment Insurance (EI) Sickness Benefits period permanently from 15 weeks to 26 weeks. The change takes effect on Dec. 18, 2022.
Equitable Life will not require or implement any changes to our disability plan designs based on this extension. However, plan sponsors may wish to amend their short-term disability (STD) and long-term disability (LTD) plans and policies to align with the new 26-week EI period.
If your clients choose to amend their plan design in response to this extension, we have created an overview of how amendments may affect common plan design scenarios. Click here to learn more.
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
QDIPC updates terms and conditions for 2023*
Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.
Based on its latest review, QDIPC is revising its pooling levels and fees for 2023 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims:
We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
*Indicates content that will be shared with your clients