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  1. Digital tools for your clients and their plan members

    In this issue:

    • Digital tools for your clients and their plan members*
    • QDIPC updates terms and conditions for 2024*
    *Indicates content that will be shared with your clients.
     

    Digital tools for your clients and their plan members*

    Do your clients know how to use all the available digital tools in their Equitable® benefits plans? With useful features for both plan administrators and their members, it’s even easier for your clients to access their plans online. 

    Tools for plan administrators

    • Our online plan member enrolment tool lets groups and administrators add new plan members online without completing paper forms
    • The EquitableHealth.ca plan administrator portal makes it easy for plan administrators to manage their plan anytime and anywhere. Helpful features include:
      • A premium calculator to calculate monthly costs for plan members
      • A simple process for updating plan member information
    • Digital welcome kits provide personalized information directly to plan members through email
    • Easy, automated payment options help plan administrators avoid missed payments by offering pre-authorized debit or electronic funds transfer

    Tools for plan members

    • Our plan member portal at EquitableHealth.ca provides secure, 24/7 access to claims history and coverage details. It also lets members submit claims, and includes health and wellness resources
    • Electronic notifications and claims payments give plan members claim updates via email and deposit payments directly into their bank account
    • The Equitable EZClaim® mobile app lets plan members submit claims quickly and securely on-the-go from their mobile device
    • Digital benefits cards give plan members the convenience to access their benefits cards easily from a mobile device

    Help with digital benefits tools

    We’ve created a brochure and video guide to help plan members use digital tools for a smoother, more convenient benefits experience. 

    Plan members can contact us at 1.800.265.4556 and select the option for Web Support if they need further assistance.
     

    QDIPC updates terms and conditions for 2024*

    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 2024 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. These updates take effect January 1, 2024. You can view the updates here.

    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 Account Executive.

     
  2. Advisor Guide
  3. [pdf] Change of Sales Charge Option (Pivotal Select)
  4. [pdf] Assignment of life insurance policy as collateral
  5. 2025 Holiday hours Individual Wealth As the holiday season draws near, we want to express our heartfelt gratitude for your trust and partnership with Equitable. Your dedication and commitment truly make a difference.

    Thank you for choosing Equitable for your insurance and wealth solutions and for your continued support throughout the year. Wishing you and your loved ones a joyful holiday season and a successful year ahead!
     
    Client Care Centre holiday hours
    Wednesday December 24, 2025 - 8:30 a.m. – 3:00 p.m. ET
    Thursday December 25, 2025 – CLOSED
    Friday December 26, 2025 – CLOSED
    December 29, 30 and 31, 2025 - 8:30 a.m. – 7:30 p.m. ET
    Thursday January 1, 2026 - CLOSED
     
     


     
    Individual Wealth

    All transaction requests to be handled same business day must be submitted in good order by:
    • December 24, 2025, 11:00 a.m. ET
    • December 31, 2025, 11:00 a.m. ET

    FHSA applications must be submitted, in good order by December 31, 2025 at 11:59 p.m. ET to be considered opened in 2025

    FHSA deposits to be considered for the 2025 tax year must be:
    • Submitted to head office in good order by 11:00 a.m. ET on December 31, 2025

    RRSP deposits to be considered for the 2025 tax year must be:
    • Dated March 2, 2026, or before
    • Must be submitted to Head Office in good order by March 6, 2026, by 4:00 p.m. ET

    RRSP applications to be considered for 2025 contribution year must be submitted in good order by:
    • March 2, 2026, 11:59 p.m. ET

    RRSP B2B Loans:
    • RRSP loan deposits must be received by March 13, 2026, by 4:00 p.m. ET
    Note: Transactions submitted after these dates will not receive a 2025 contribution receipt

    If applications or files come in after the posted cut-off dates, we’ll do our very best to help and aim to settle the policy by year-end. Although we can’t promise the timeline, we’ll work together to make it happen wherever possible.
     
    Thank you for your business and support. We look forward to working together to make this a great year end!

    Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.

    Looking for Individual Insurance holiday hours? Please click here.

  6. 2022 brings a new year of retirement savings opportunities

    As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.

    To learn more about Retirement Savings Plans, click here.

  7. Are your clients looking for more Tax-Free Savings Account contribution room?

    Good news!  With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.   
      
    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!­

    For more information on the options available, please click here.


    Posted: January 3, 2023
  8. EQUIMAX PARTICIPATING WHOLE LIFE – your whole life solution Recently, we made some exciting changes for Equimax Estate Builder® and Equimax Wealth Accumulator®.

    These exciting enhancements launched in February make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
     
    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.
     
    Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
     
    Need more information? Please contact your local wholesaler.



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  9. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

    The first half of 2023 has been an exciting and busy year for us at Equitable Life®.  

    In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.   

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 




    Please take a few minutes to watch the video.  

    Cam-midyear-still.png

    Thank you, 
    signature.png 
    Cam Crosbie, Executive Vice-President, Savings and Retirement Division 
    Equitable Life of Canada 

    Posted: July 6, 2023

    ® denotes a trademark of The Equitable Life Insurance Company of Canada. 
  10. First Home Savings Account Webcast

    Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn:

    • • Who is eligible

    • • Contribution limits

    • • Making withdrawals

    • • How FHSA compares to an RSP and TFSA

    • • Practical applications

     
    Help make a client’s dream of homeownership a reality.  

    Learn more

     

    Posted September 14, 2023

    Continuing Education Credits
    This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada