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  1. [pdf] First Home Savings Account
  2. About
  3. About
  4. Changes to the PMPRB

    Earlier this month, the Government of Canada announced the final amendments to the Patented Medicines Regulations. These changes will impact how the Patented Medicine Review Board (PMPRB) sets the ceiling price for patented drugs and evaluates if the price of a drug reflects the value it has for patients. The intent of these updates is to enable the PMPRB to more effectively protect Canadians from excessive patented drug prices.

    These changes do not come into effect until July 1, 2020. Finalizing the guidelines and consultation with stakeholders will occur leading up to this date. It is yet to be determined which drugs will be included in the final guidelines. It is anticipated the guidelines will initially focus on drugs launched shortly prior to and after July 1, 2020.

    Equitable Life supports the modernization of the PMPRB and the ongoing need to evolve drug plan management tools in order to support the health of Canadians and drug plan affordability for public and private payers.

    If you have any questions, please contact your Group Account Executive.

  5. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.

    Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.

    As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.

    Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.

    Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
     
  6. We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*. Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
    how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.

    Equitable Life was ranked #1 for overall segregated funds service performance*

    We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.

    Thank you.
     

    * Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.


     
  7. Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.


    Each week in March, we will be sharing an online calculator from our list.


    Share calculators using your Facebook, Twitter or LinkedIn account. 

     



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    Fei Hong and Yu Yan want to set up an emergency fund that will provide some growth and allow them to take out money when they need it. Does such a thing exist? If so, what is the catch?

     

    Did you know?

    With a TFSA, you can make tax free withdrawals at any time for any purpose. Check out Equitable Life’s Tax Free Savings Account Comparison Calculator

  8. Crunch the numbers with Equitable Life of Canada

     

    Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.

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    Elijah welcomed a new baby to his family and needs to reduce the amount of money he is saving for retirement. Is he still going to be able to retire at age 60 like he planned, or will he need to extend his working years until age 65?

    Did you know?
    Investment returns, unexpected expenses and inflation can all affect your retirement savings. Check out Equitable Life’s How Long How Long Will My Retirement Savings Last Calculator.

     

    Share calculators using your Facebook, Twitter or LinkedIn account.

     

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

  9. The new segregated fund EZcomplete cloning feature will save time and errors.

     

    The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

     

    Here's how easy it is to use.

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    Best of all, you can clone in progress and submitted applications.

    This is just some of the information that will be automatically copied:

    • Name

    • Date of birth

    • Gender

    • Occupation

    • Address

    • Phone numbers

    • Email address

    • Social Insurance Number

    • All beneficiary information


    The new EZcomplete cloning feature will save advisors time and reduce errors.

     

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    If you have any questions, contact your Regional Investment Sales Manager


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted April 6, 2023
  10. The Equimax EVOLUTION Continues Earlier this year, we announced a host of improvements to our Equimax® Participating Whole Life solution, designed to add value, flexibility, and affordability to an already excellent plan. 

    Today we’re pleased to announce the following additional updates took effect on August 12th, 2023: 
    1. Targeted improvements in rates, death benefits, and cash values for Equimax Estate Builder and Equimax Wealth Accumulator plans. 
    2.  New joint last to die rates for the Wealth Accumulator plans to align with Estate Builder. 
    3.  A new “rated age” calculation, and
    4.  New rates for determining the maximum enhancement amount with the Enhanced Protection dividend option.

    Visit our splash page and watch our informative video to learn more and start selling the enhanced Equimax today.

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    Refer to our Transition Rules for all the details on processing your applications.


    Our illustration tools are updated:
    ●  New Web-based illustration software on secure EquiNet® (log in required)
    ●  New Desktop illustration software 
    ●  New EZstart™ on EquiNet 

    Need more information?
    For information on these changes, please contact your Equitable Life wholesaler. 


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