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  1. Supporting clients at claim time with KIND Did you know that our KIND™ program is available for new sales of Equitable Generations™ universal life and Equimax® participating whole life?

    In September 2022, we introduced our KIND program with our Equitable Generations launch and in February 2023 we announced the addition of KIND to new sales of Equimax.

    Our KIND program includes:
    ●  Compassionate Advance* - access up to 50% of your coverage to a maximum amount of $100,000 if the insured becomes terminally ill1
    ●  Bereavement Counselling - benefit for beneficiaries up to $1,000 total1
    ●  Snap Advance*- providing immediate access (if needed) of a portion of the death benefit up to $25,000 or the cash value of the policy, whichever is less when a death claim is submitted1
    ●  Living Benefit - tax-free access to the policy cash value in the event of severe disability1 We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.

    We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.


    To learn more about KIND with Equitable Generation or Equimax, read our our KIND Caring Claim Support Package or contact your local wholesaler.


    View our KIND video on YouTube or Vimeo! 
     
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
    * Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice
    1 Subject to meeting the eligibility requirements.
     
  2. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable® has a calculator that can help.

    Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.

    With the calculator, you can:
       •  Show clients how much they might save
    •  Demonstrate how savings can grow over time
    •  Motivate clients to reach their goal

    Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.

    Date posted: September 8, 2025

     
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  5. [pdf] Do you know Dakari and Ash
  6. Request standard in-force illustrations with the click of a button
    At Equitable®, we are making continuous improvements to our advisor and client services. We are excited to share an upcoming enhancement. 


    What’s new?


    Beginning on August 15, 2024 , you and your clients will be able to request standard, current in-force illustrations—at any time—for your clients’ whole life and universal life policies with the click of a button.

    Currently, standard in-force illustrations for whole life and universal life policies are autogenerated only on policy anniversaries. These in-force illustrations will no longer be autogenerated after August 15, 2024.

    Please note: For specialized illustrations—such as those with segregated funds, D2000/D2000+ policies, policies where the insured’s age falls outside existing illustration parameters, or policies that were originally from Clarica—you will still need to use the in-force illustration request form  for whole life or universal life policies.  


    How do I access this?


    You can request an in-force illustration by logging into EquiNet® and going to the Policy Details page via Policy Inquiry. Under the Coverage tab, you will now see a button called Inforce Illustration Request. Click the button to request the illustration. Learn more about how to access here. 
     
  7. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

    View the Guide to completing eSignatures


    What are the benefits?
    ● It’s secure because you no longer need to upload or email documents to us.
    ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
    ● Your documents will be processed quickly and efficiently.

    How does this work?
    ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
    ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
    ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
    ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 


     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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  9. Update on our service levels during the COVID-19 pandemic

    Supporting your clients and their plan members is more important than ever during the ongoing COVID-19 pandemic

    So, we’re providing an update on our service levels.

    We acted quickly to ensure there were no disruptions in service – most of our staff were working remotely from home and fully functional within a few days. We’ve reallocated resources from functions where volumes are down, such as dental claims, to those experiencing higher volumes. We also created a separate queue for COVID-19-related STD claims.

    As a result, we’ve been able to maintain the industry-leading service levels you have come to expect from us, and our turnaround times continue to be well within our targets.

    Here’s a summary of what you and your clients can currently expect in terms of average turnaround times:

    Service category Average Turnaround Time
    (as of April 26th)
    Customer Care Centre wait times 89% of calls answered within 20 seconds
    Responses to emails to our Service Team Within 24 hours
    Health claims 2 days
    Dental claims 2 days
    Life claims 1 day
    STD claims 4 days
    LTD claims 4 days
    Plan member updates 2 days
    New customer implementations 16 days
    COVID-19-related plan amendments 4 days
    Other plan amendments 8 days
    Quotes 2 days ahead of deadline

    We will closely monitor the situation and continue to adapt to ensure we maintain our service levels. And we will do our best to resolve any service issues that arise as quickly as possible.

    Please feel free to contact your Group Account Executive or myFlex Sales Manager and let us know how we’re doing.

  10. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income