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  1. [pdf] Personalized Ads - Facts & Figures
  2. Equitable Generations at a glance
  3. [pdf] Customizing Your Defaults
  4. Policy endorsement: Long Term Disability pre-existing condition period

    We are updating our contracts to clarify how we handle the Long Term Disability (LTD) pre-existing condition period for employees returning from maternity or paternity leave.

    A new LTD pre-existing condition period will no longer apply when an employee re-enrols in the benefits plan after their maternity or paternity leave ends, provided that they return to work on the date agreed upon with their employer, or in the time period allowed by the Employment Insurance Act, whichever is earlier.

    To facilitate this change, we are amending some of the wording in our contracts and booklets, effective March 1, 2020. Below are links to the Endorsement to the Master Policy and the Summary of Master Booklet Wording Changes for this amendment. Please download and save these policy endorsement documents for your files.

    In addition, please remind your clients to provide all of their plan members with a copy of the Summary of Master Booklet Wording Changes.

    The next time your clients amend their benefits plan, the updated wording will be included in their group benefits plan booklets.

    Download Endorsement to the Master Policy
    Download Summary of Master Booklet Wording Changes

  5. Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Revised Witness Signature Process during COVID-19 for Individual Life and Critical Insurance Business

    We are temporarily revising our policy around witness signatures during COVID-19. While the preference is to have a witness when one is available, we understand that may be difficult given our current environment.

    Please follow the options below for witness signature with the first option being most preferable, and the last option being the least preferable:

    1. Signature from a witness who is a disinterested party
    2. Signature from a witness who is a party with an interest
    3. No witness 

    If we receive a form that doesn’t have a witness signature, we will still process the form. Just a reminder this is only temporary during COVID-19.
     
  6. November is Financial Literacy Month


    During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada (Agency), the goal of this initiative is to share information that will help Canadians achieve their financial goals. This can include managing debt, saving for the future, and understanding their rights and responsibilities.

    To support this initiative, Equitable Life® will be posting articles on Equitable’s® Blog and sharing relevant information on Facebook, Twitter and LinkedIn. Feel free to share our content with your followers.

    If you’re interested in learning more about your own financial literacy, take this Self-Assessment Quiz. When you have completed the quiz, you will see a list of suggested topics that you might want to explore further.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
    Posted November 1, 2023
  7. Equitable Life offers more than 60 years of RSP innovation


    In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

    These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 

    This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.

    If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.

    Need additional support? Contact your local Regional Investment Sales Manager today.

  8. Online banking makes RSP season easier
    March 1, 2021 is the deadline for clients to make Retirement Savings Plan (RSP) contributions within the first 60 days and that date is quickly approaching! Why not alleviate some stress by having your clients make their deposits using online banking?

    To get started with online banking, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.

    Clients that complete their deposits using online banking don’t have to stress about mailing a cheque. Or worry about whether the money will make it to head office in time for the deadline. Deposits are applied based on the investment direction on file.

    Deposits can be made to RSPs as well as Tax-Free Savings Accounts and non-registered accounts. The minimum deposit is $50 per fund and $500 per Guaranteed Deposit Account (GDA).

    To learn more, click here. More questions? Reach out to your local Regional Investment Sales Manager.
     
  9. Equitable Life is making changes to its Pivotal Select Fund lineup
    On June 7, 2021, Equitable Life® will be launching new funds to the Pivotal Select™ segregated funds lineup. The new funds include: 
     
    1.            Mackenzie Global Strategic Income Fund
    2.            Fidelity® Special Situations Fund
    3.            Fidelity® Tactical Asset Allocation Income Portfolio
    4.            Fidelity® Tactical Asset Allocation Balanced Portfolio
    5.            Fidelity® Tactical Asset Allocation Growth Portfolio
     
    At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. The reasons for this change are to create greater focus on investment offerings, and enhanced investment choices for you and your clients.
     
    Watch your email over the next few weeks for more details about Fidelity Investments and Mackenzie Investments, including two upcoming webcasts.   
     
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
  10. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
    Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.

    This month, we welcome Bill McLeod, Vice President & Portfolio Manager, Equity Income, from Dynamic Funds. Join us to hear Bill McLeod discuss:

    • North American markets in 2022
    • Insights on the current positioning and review of the investment process for Dynamic’s Equity Income Fund.

     

    Learn more

     

    Equitable Life is pleased to offer access to five different Dynamic Funds in the Pivotal Select™ segregated fund lineup including the Equitable Life Dynamic Equity Income Fund.

    This webcast is available in English only.