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  1. Did you know that you can generate a report detailing all or some of your client’s investment policy
    This can be a great tool when meeting to review your client’s account.

    This easy to read PDF gives you and your client some, or all, of the pertinent policy information to discuss overall investment goals. The reporting tool also allows you to exclude any “Advisor only information” sections. With active links to fund pages, you can even review risk ratings, calendar and compound returns.

    Generate the report just prior to your meeting to ensure the most up-to-date information is available to your client. Located in the top right corner of your client’s policy page on EquiNet®, it also makes a great takeaway or follow up for your client before or after your meeting. 
  2. Reminder: Review and Manage Key Notifications on EquiNet Supporting your business as an Equitable Life advisor is our top priority and EquiNet is our top resource to help you manage important policy notifications. You should routinely review policy updates, schedules, statements, and notices and follow up with clients.
     
    Some key notifications you will find on EquiNet include:
     
    • Premium Renewal Notices (including for Term Riders on UL policies)
    • Returned PAC (Pre-Authorized Chequing) Letters
    • SROs (Special Reinstatement Offer)
    • Lapse Notices
    • APL Warning Letters
    • FGIO Notices
    • Tax Exempt Notices
     
    A review of these and other available documents under the Document Lookup tool and following up with clients will help prevent situations of policy lapses and missed renewal notifications. These documents should be managed as part of providing ongoing, superior customer service to our clients.
  3. Elite Advisor Program

    At Equitable®, we believe that when we grow together, success is mutual. Our Elite Advisor Program recognizes our top investment advisors and provides unique benefits to support your business.

    This year, we have enhanced our Program to offer more valuable resources and opportunities to help you thrive.

    • Marketing and event support, and
    • invitations to our Business/Advisor Practice Support conferences for Platinum and Diamond production levels.




    While maintaining great benefits like:
    • Increased bonus rate on our Step Up Your Wealth Sales Program for Elite Advisor re-qualifiers1.
    • Enhanced services including access to a priority phone line and a dedicated inside sale representative.

    You can check out all the details here.

    If you have any questions, you can reach your Director, Investment Sales.

     
    1Elite Advisor re-qualifiers are advisors who attained Elite Advisor status in2024 and 2025.
    Equitable reserves the right to end or alter the Elite Advisor Program and/or the Step Up Your Wealth sales campaign at any time and without notice.
    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada
  4. Free Webinar: A better employee health benefits solution for small business clients Join us on Tuesday, May 28, 2024 at 1 p.m. ET for a free webinar about Equitable EZBenefits™ – our new employee health benefits solution designed for small business clients.

    If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we created EZBenefits for businesses with between 2 and 25 employees.
     
    You’ll learn about:
    ● The range of plan design options we’ve created to fit various needs and budgets;
    ● The streamlined process we’ve designed to optimize your time and provide you and your clients with rapid quotes, hassle-free plan implementation and easy renewals;
    ● Our dedicated Advisor Concierge Service – your go-to resource for EZBenefits support;
    ● The health and wellness services that are embedded with EZBenefits, including Virtual Health and an Employee and Family Assistance Program; and
    ● The built-in HR support through Equitable’s partnership with HRdownloads®, including access to HR technology, content and training.

    Register to attend the EZBenefits webinar

    This webinar will be delivered using Microsoft Teams and will include a Q&A component. If you wish to submit a question using the Q&A feature, please follow these instructions when you join the webinar:
    ● Join using the Microsoft Teams app. If you do not have Microsoft Teams, you can download it for free here.
    ● If you prefer to join via web browser without installing Microsoft Teams, please use Google Chrome or Microsoft Edge. Other browsers do not support the Q&A feature.
  5. Universal life product linked interest option changes

    On July 1, 2025, we will be changing the index that is tracked for the linked interest options shown far below.

    Clients can change their investment options at any time if they choose. This includes the Linked Interest Option(s) for money currently invested and future deposits.

    Requests for this change can be done:
     
    • Online by advisors – Go to Policy Inquiry on EquiNet® (advisor site).
    • Online by clients – Links in Client Access® through Equitable.ca.
    Please contact your Equitable® Wholesaler for more information. 
     
    Linked Interest Option                               Universal life insurance solution Currently tracking Effective July 1, 2025
    Canadian Equity Index   • Equitable GenerationsTM S&P/TSX 60® Total Return Index S&P/TSX Composite® Total Return Index
    Canadian Equity
    • Equation Generation® IV
    • EquiLife®
    • Equation Generation III
    • Equation Generation II
    • Equation
    • Direction 2000 Plus

    S&P/TSX® 60 Total Return Index and S&P/TSX Composite® Total Return Index registered trademarks of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and S&P Global. All others are registered trademarks of The Equitable Life Insurance Company of Canada.
     
  6. DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating
    DBRS Morningstar confirms Equitable Life’s Financial Strength Rating and Issuer Rating at A (high) with Stable Trends. Equitable Life of Canada is pleased to be able to maintain the confidence of the global credit rating agency DBRS Morningstar.
     
    A Financial Strength Rating is DBRS Morningstar’s assessment of an insurance company’s ability to make timely and full payment of its obligations on policyholder claims and benefits as well as financial contract guarantees and benefit obligations. An Issuer Rating reflects DBRS Morningstar’s assessment of that issuer’s likelihood of default and considers the issuer’s fundamental creditworthiness and business and financial risks.
     
    For more information, please see the DBRS Morningstar Media Release.
     
  7. How to talk to clients about CI when they don’t want to
    Does this sound familiar? 

    You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.”

    “Why is that?” you ask. 

    “Because….
    -  Critical Illness insurance is expensive!
    -  I don’t understand what it covers exactly.
    -  I have money to cover me if I get sick, so I don’t need this.
    -  I’m healthy enough.
    -  It’s not life insurance, so I don’t need it right now. 
    -  I already have disability coverage through my work.”

    If you’ve heard any of these responses, and didn’t know how to respond, we can help. 


    Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance. 

    Want to learn more? Check out our CI Path to Success modules here!

    Need CE credits? Take our Path to Success program here. 
  8. Equitable Life Group Benefits Bulletin - July 2021

    In this issue:

    *Indicates content that will be shared with your clients
     

    Fabien Jeudy takes over as President and CEO*

    In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5th, succeeding Ronald Beettam, who is retiring after 16 years with the company.

    Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.

    Reminder: Equitable Life’s Guide to Accessing Virtual Healthcare*

    The demand for virtual healthcare services has increased as the pandemic is driving more people to access their health care providers from home.
     
    Thankfully, many virtual healthcare services are available for free to Canadians with provincial health care coverage. We have created a Guide to Accessing Virtual Healthcare for plan members to easily access a variety of virtual healthcare services. Our guide includes information and links to both free and paid virtual medical care options, including video appointments, health advice over the phone, emergency dental services, and more.
     
    You can find the guide on our website. It’s also available on our plan member website at EquitableHealth.ca.

    Mental health resources for plan members*

    Many Canadians have been experiencing increased levels of stress, anxiety, and depression since the beginning of the COVID-19 pandemic. Through our partnership with Homewood Health®, all of our clients and their plan members have access to a number of health and wellness resources designed to provide guidance and support.
     
    Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions. Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.
     
    As well, Homewood has a number of resources available to help support plan members dealing with increased anxiety during these uncertain times: Please encourage your clients to share these resources with their plan members. They are also available on our plan member website at EquitableHealth.ca.

    Recall of Philips CPAP machines*

    Last month, electronics company, Philips, issued a recall with Health Canada of some of its Continuous Positive Airway Pressure (CPAP), BiLevel Positive Airway Pressure (BiLevel PAP) devices and Mechanical Ventilators. The recall was issued due to a foam abatement within the machines that can become loose and cause potential health risks.

    To qualify for repair or replacement of these devices, users must register their machine on the Philips website. 
     
    CPAP, BiLevel PAP devices and Mechanical Ventilators are eligible for coverage under an HCSA and under some Extended Health Care plans. Plan administrators may want to inform plan members of this recall if the devices are eligible for coverage under their plan. 
     
  9. Equitable Life Welcomes Donna Carbell as Senior Vice President, Individual Insurance Donna Carbell joins the executive leadership team as Senior Vice President, Individual Insurance, overseeing product development, distribution, marketing and client service for the line of business. With more than 20 years' experience, Donna brings a wealth of cross functional industry knowledge to Equitable Life. 
     
    Donna is passionate about supporting the health and wellness of Canadians and it is through the insurance and service we offer, that we provide support to families when they need it most during a health event. Donna is looking forward to working closely with our partners to support all aspects of delivering a best-in-class experience for you and your clients.
     
  10. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
    Picture2FR.png

    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888