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1. Get Client Focused: Turning Compliance into Your Advantage

   Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

   •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

   •   Go beyond “ticking the boxes” to build an exceptional client experience.

   •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

   We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

   This webinar is available in English only.

   ® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 6, 2023
    
2. New Online Policy Loan Form
   Advisors will now have access to a new digital policy loan form on EquiNet™.
   
   On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)
   
   This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.
   
   This is the first form to be digitalized and we plan to continue this work with more forms later this year.
   
   
   ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
3. 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
    
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5. Delay in Pivotal Select segregated fund client statements

   
   We apologize for the delay in the delivery of our Pivotal Select™ segregated fund client statements. We understand how crucial these statements are for you and clients. We are working hard to resolve the issue. We will post an update on EquiNet® on or before February 7.
   
   We appreciate your understanding and patience during this time. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
   
   
   
   Best Regards,
   
   
   
   Cam Crosbie,
   Executive Vice-President, Savings and Retirement Division
   Equitable

   
   
   Posted February 4, 2025

6. Retirement Income Fund & Life Income Fund
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8. January 2026 eNews

   In this issue:

   Meet the next generation of myFlex Benefits® for small business
   Coming soon: A consistent login experience for Equitable Client Access® and EquitableHealth.ca®
   QDIPC updates terms and conditions for 2026*

   *We will share this content with your clients.

    

   Meet the next generation of myFlex Benefits® for small business

   
   Discover the newly enhanced myFlex Benefits®— Equitable’s game-changing solution for small businesses that now includes more flexible, affordable coverage options shaped by advisor feedback.

    

   Join our virtual session to see how myFlex Benefits can help your clients grow and thrive.
   
    

   Webinar: How to grow your block with flexible solutions
   Tuesday, Feb. 3 | 10–11 a.m. PT / 1–2 p.m. ET
   Register here

    

   The session will be held in English only.

    

   Coming soon: A consistent login experience for Equitable Client Access and EquitableHealth.ca

    

   Starting this month, users logging in to Equitable Client Access®, the secure website for our Individual Insurance and Wealth clients, will need to enter their email address instead of a username. This change will make the Client Access login experience easier and even more secure.

    

   Streamlining the login experience for group benefits clients

    

   When this change takes effect, clients who use the same email address to log into Client Access and EquitableHealth.ca will use one password for both sites.

    

   If a client updates their password on one site, the password for the other site will also automatically update—so they’ll always use the same credentials for both platforms.
    

   Clients who can’t remember the email address we have on file can click ‘Forgot email’ on the Client Access login page.

    

   For added security, a client logging into Client Access may be prompted to enter a one-time code that’s sent to them via email before they can log in.

    

   We will inform clients who have Client Access and EquitableHealth.ca accounts about these changes via email.

    

   Safer, simpler account access

    

   Logging in doesn’t need to include a password. Clients can save time logging in to Client Access and EquitableHealth.ca by creating a passkey.

    

   Passkeys use a person’s face or fingerprint to quickly authenticate their identity – adding an extra layer of protection to their account and eliminating the need to enter a password. And by logging in to the Client Access site with a passkey, clients won’t be asked to enter a one-time code.

    

   Creating a passkey is easy. The following video shows group benefits clients how to create a passkey to log in to EquitableHealth.ca.

    

   Clients who use the same email address to log into Client Access and EquitableHealth.ca will be able to use the same passkey to access both sites. If someone has registered for both sites with different email addresses, they’ll need to create separate passkeys.

    

    

   QDIPC updates terms and conditions for 2026

    

   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 2026 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.

    

   Please note: QDIPC plans to redefine its group sizes in 2027. For more information on how group sizes will change in 2027, visit QDIPC's Terms and Conditions of Pooling.
   
   
   If you have any questions, please contact your Group Account Executive.

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