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  1. Positioning for the Future Over the past few years, we’ve made great progress on our five-year strategic plan. Our Individual Insurance new business sales grew 24% over the previous year, compared to an 8% market growth. We’ve introduced refreshed products, services and technology. Looking ahead, we want to keep our momentum and ensure we also look beyond the next five years. To be successful in this, we’re making some changes to our current structure.

    We’re pleased to announce that Martin Reeves has been promoted to Executive Vice-President, Individual Insurance. Martin has served in key positions during his time at Equitable including Vice President, Actuarial and Finance and most recently as Head of Individual Insurance Business. Martin is a talented leader. His 20 years of industry experience spans the globe having served in leadership positions in Canada, Hong Kong and Malaysia. His passion for delivering leading insurance solutions to Canadians has been instrumental to Equitable’s recent success. Martin will join Equitable’s executive team and will report to Fabien Jeudy, Chief Executive Officer.  

    Martin steps into this role as Donna Carbell accepts a new position as Executive Vice-President, Chief Strategy and Impact Officer. Donna will remain on the executive team and continue to lead Equitable’s brand and impact efforts. Donna will add Equitable’s corporate strategy to her accountability, overseeing the company’s strategic initiatives. These initiatives support our aspirations of becoming fully driven by client outcomes in a way that is simple, safe and rewarding for our clients, partners and employees. We would like to thank Donna for her incredible leadership of the Individual Life business these past several years.
  2. Will Equitable Life sponsor an advisor?
  3. What is the process for terminating an advisor contract?
  4. Sales Strategies
  5. EZcomplete Online Application for non face-to-face meetings


    Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.

     
    Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.

    You can complete applications and obtain the necessary signatures remotely.

    Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

    The following resources are available on the EZComplete Online Application page on EquiNet.
    Quick Reference Guide for Life Insurance and Critical Illness
    Non face-to-face meetings – ID Verification Options
    Remote Signing Process
    EZcomplete tutorial (video)
    EZcomplete FAQ - Special COVID-19 Issue

    Read other important COVID-19 related news
     
    Questions? 
    Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
    Phone: 1.800.668.4095
    Email: western-service@equitable.ca             mailto:eastern-service@equitable.ca
                (BC, AB, SK, MB)                                 (ON, QC, NB, NS, PE, NF)
  6. 2022 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
     
    Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!

    Customer Service Holiday Hours
    • Friday, December 23, 2022 - 8:30 a.m. – 7:30p.m. ET
    • Monday, December 26, 2022 – CLOSED
    • Tuesday, December 27, 2022 – CLOSED
    • December 28, 29 and 30, 2022 - 8:30 a.m. – 7:30 p.m. ET
    Individual Insurance
    • We will continue to process business as usual on all regular business days up to year end.
    Savings & Retirement
    • To settle on December 23, 2022, the transaction must be received that day by 11:00 a.m. ET
    • To settle on December 30, 2022, the transaction must be received that day by 11:00 a.m. ET
    Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
  7. Stay connected with a NEW Web Illustration tool for Equimax

    Equitable Life® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

    This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

    Access the new web illustration tool for Equimax by logging in to EquiNet® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

    For future enhancements, we plan to integrate with EZcomplete®, to continue to make it easy to do business with Equitable Life.

    Visit the New Web illustration tool for Equimax® now.

    Questions? Please see our FAQ or contact your Regional Sales Manager.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada

  8. Equitable Life presents “Opportunities and risks in the current investment landscape” featuring Davi If you missed the live webcast, “Opportunities and risks in the current investment landscape” with David Irwin from Equitable Life, catch up On-Demand.

    Learn more


    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. 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.

    Date posted: March 15, 2023

    ® denote trademarks of The Equitable Life Insurance Company of Canada.


     
  9. Policy contract changes for residents of Quebec Starting June 1, 2023, there will be new language rules for any “contracts of adhesion”, including insurance policy contracts, in Quebec. These changes are part of Bill 96, which is about respecting French as the official and common language of Quebec.

    At Equitable Life, we have made some changes to our contract processes to support this new requirement.
    Starting after May 23, 2023, clients who live in Quebec will always get a copy of their insurance policy contract in French, regardless of language preference.
    - We will only send the English copy to the policy owner if they specifically ask for it. In that case, we would also send a French copy.
    - For clients who request a copy of their policy contract in French, there is no change. We pride ourselves in respecting the needs of our clients.

    If you want to learn more about these language changes, visit Assemblee nationale du Quebec - Bill 96. You may also contact your wholesaler.
  10. Reminder: New 350 Life and CI Applications In early August, Equitable® updated the privacy and legal sections on some forms. This included the 350 Paper Application for Life and/or Critical Illness Insurance. This change was also applied on our websites and our online application EZComplete®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec and took effect on September 1st, 2023.

    Due to this change, we ask that all advisors use the latest version, dated May 2023, of the paper application.

    For applications in Quebec, the latest version must be used. 

    For all regions outside Quebec, we are supporting a transition period from ‘old’ to ‘new’ applications until December 31st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness applications.








    To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:

    Form-350-Image-EN-(1).jpg

    To order paper copies, click here.

    To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.

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