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  1. [pdf] Pivotal Select Application - FHSA
  2. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
  3. Give the Gift of a Head Start
  4. About
  5. Manage more details within Contract Delivery for New Business applications We are excited to announce further enhancements to our eDelivery process to empower you, the advisor, the ability to manage client details more easily within Contract Delivery.

    Effective January 15, 2022, advisors will need to create a Password within Contract Delivery when choosing “eDelivery” as the contract delivery method and provide the password to the client to use as their password:
    SetPassword_EN.png
    The Password must be between 4 and 100 alpha/numeric characters, and cannot be the Policy number. For multiple signers the password (and email address) must be unique per each signer.

    Advisors can now edit and/or update an email address within Contract Delivery, in the event of a bounce back or email change, to keep the eDelivery process moving and avoid delays in processing time. If a lock out occurs, advisors can trigger a resend of the signing email once they add a new valid email address in Contract Delivery. Simply click the pencil icon beside the Email field to enter the valid email address:
    eDeliveryJan15News2.png

    Another new feature- in the event a client has declined, the advisor will get an email from Equitable Life®. Click through to EquiNet® within the email to view the message within Contract Delivery that the client provided as the reason for decline under a new “Declined Details” section. This enables you to connect with the client to proceed with the sale by discussing the reasons for decline with them directly.

    Also new for clients with this enhancement, policy owners of a policy created after January 15 will be able to see a PDF copy of their policy within client access. Note: this PDF copy is as the policy was originally issued.
    ClientAccessEN.jpg
    Resources: 

  6. Let’s talk about Critical Illness insurance, the Equitable way. Having critical illness insurance benefits in an important time of need is so valuable. Get the right critical illness insurance coverage for your clients.

    In 2022, we made some significant updates to our EquiLiving® Critical Illness insurance plans to provide better choices and features for clients.

    These significant updates included:
    ●  The addition of Acquired Brain Injury as a covered condition
    ●  The addition of 20 pay options allowing more choice when choosing the right plan for your clients
    ●  The removal of the age restriction for juveniles to claim for Loss of Independent Existence

    Plus, a Canadian first, the addition of Cloud DX. Cloud DX is a value-added service that provides remote patient monitoring to claimants in addition to the full critical illness benefit paid by Equitable Life®. Cloud DX delivers medical grade hardware directly to the client so that Cloud DX can remotely monitor their vitals to help ensure they are on and stay on the road to recovery.





    View our new Critical Illness video on YouTube or Vimeo!

    With these updates and more, EquiLiving Critical Illness Insurance is there for clients, not only at time of their claim but also during their recovery. To learn more about Critical Illness insurance, the Equitable way, contact your local wholesaler.
     


    *Cloud DX is a non-contractual benefit and may be withdrawn or changed by Equitable Life® at any time. To be eligible for the Cloud DX offering, a claimant must be age 12 or older and have received payment on or after February 12, 2022 for a covered critical condition benefit under an individual critical illness insurance policy issued by Equitable Life. An early detection benefit payment does not qualify.   Equitable Life pays for 6 months of Cloud DX subscription fees.  If the claimant wishes to continue the Cloud DX service after 6 months, they will be responsible for the cost.
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  7. NEW – Online courses for CE Credits from Individual Insurance Needing continuing education credits?
    Equitable® is excited to introduce two new online courses focusing on Universal Life and Critical Illness insurance that provide immediate CE credits upon completion. The courses allow you to learn at your own pace and earn CE Credits quickly and easily. Both courses are accredited by AIC, ICM, the Institute, and La Chambre*.
     
    New courses:
    1) Where UL fits in your product portfolio
    2) Building your business with Critical Illness insurance
     
    A few important notes before you get started:
    ● The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    get-started-sm-(1).png

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. While you’re there, don’t forget to take our Path to Success course!
     
    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.
     

     
    *Please select the course with “QC credits” in the title for La Chambre credits.
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  8. Make your next audit a breeze

    New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale


    When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. 

    Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). 

    “The Approach” to supporting suitable, needs-based sales
     
    The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file.

    Get started now

    A few important notes:
    ● This program is hosted on Teachable: https://equitable-life-education.teachable.com/ 
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    Get-started-now!-button-(3).png

    Looking for more CE accredited training courses?

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. 

    Questions?
    Contact your local wholesaler.

    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.

     
  9. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.

    What’s new with this update?
    New dashboard for client search
    • The existing client search screen has been replaced with a new user-friendly dashboard.
    • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
    • Users can refine the results and search by client name or contract number.
    Transaction management
    • Transactions submitted through EZtransact within the last 12 months are available, including their status.
    • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
    • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
      • Signing packages can be resent to clients who have not completed their e-signature.
      • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
    Signing process changes
    • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
    • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales

    Date published: October 3, 2024
  10. Here is what our advisors are saying about Equitable’s EZtransact

    You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:

    thumbup-up-thumb-shine-like.png“EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston


    handshake.png“You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson

    group-team-people.png“You've got this thing running brilliant” - Gerald Kottke

    icon-heart-give-love-hand.png“Love the ease of this!” - Bradley Radke

    In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!

    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.

    Date posted: August 22, 2024