Site Search

582 results for go online now PROBLEMGO.COM pay judge to drop case

NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO) Great news! We are now allowing term conversions to Equimax with EDO with no additional underwriting provided the maximum net amount at risk (NAAR) for the new Equimax policy does not exceed the Term coverage amount being converted.

We have created an easy-to-use Excel worksheet (1616 worksheet) to help you confirm that the conversion to Equimax with EDO satisfies the NAAR requirement and will assist you with properly completing the Application for Term Conversion (Form 1616). This worksheet is only for use in situations where the term coverage is to be converted to Equimax with EDO and must be submitted along with the signed illustration and completed Application for Term Conversion. The maximum NAAR can be found on the Underwriting page of the illustration report.

The signed Equimax illustration, application and term conversion worksheet should be sent to: inforcelifemail@equitable.ca.

Resources can be found on Equinet:
Help your clients this tax season with Equitable Life
It is tax time, and your clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.

Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.

For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
THREE new ways to help make your Savings & Retirement business run smoother
As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:

1. Prefilled Fund Transfer Form
The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.

2. Client eSignature Audit History and Document Download
If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.

3. Email the Client Contract Info and Fund Facts Before Signing
You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.

Log in to EZcomplete today!

Speak to your Regional Investment Sales Manager to learn more!
Tax Slips – What you need to know
It is tax time, and clients should be receiving tax slips and deposit receipts by now. Check out the Tax Slips: A Quick Reference Guide for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.

Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable^® Client Access Inbox. Advisors can download tax receipts on Document Lookup on EquiNet^®.

For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.

Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.

_®_{denotes a trademark of The Equitable Life Insurance Company of Canada.}
_{^{Posted: February 15, 2023}}
Critical Illness Insurance Update Path to Success CI program
This program was designed with you, the Advisor, in mind. It gives you ideas and scripts that you can use in your conversations with clients about Critical Illness. Catch a sneak preview below!

The three realities of health care are:
- Incidence of being diagnosed with a critical illness is exceptionally high
- No one is immune
- Survival with consequence; even if one survives a critical illness, the financial and emotional consequences are significant

Want to know more?
Visit the Critical Illness Path to Success page on EquiNet
Earn CE credits through the Path to Success program!

What’s new with CI?
If you missed some of our updates, check them out below!
- June was Brain Injury awareness month… Check out some of our posts on our social media channels! LinkedIn | Facebook | Twitter | Instagram
- EZcomplete now automatically displays Critical Illness insurance premiums
- Cloud DX signs contract with Heart Centre
For more information, reach out to your local wholesaler.
FasatWeb Upgrade Implementation At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.

What’s new?
On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
● Compensation Inquiry screens will now have a new look and feel.
● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.

Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).

As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:

January 16, 2024, draw:
Client: Jagan A., ON
Advisor: Krupa P., ON

February 13, 2024, draw:
Client: Pawandeep K., ON
Advisor: Jaskaranjit S., ON

Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.

From all of us at Equitable, thank you for your trust and partnership.

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

Date Posted: March 13, 2024
And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…
A big thank you for making Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.

Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.

As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.

We’ve now completed the draws and are thrilled to announce the following winners:
- Client: Winnie C., Ontario
  Advisor: Rebecca M., Ontario
- Client: Eunice D., Alberta
  Advisor: Diamond O., Alberta
- Client: Loyda A., Alberta
  Advisor: Michael V., Alberta
Congratulations to our winners!

From all of us at Equitable, thank you for your trust and partnership.

Date posted: April 24, 2024

® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:

• Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.

• Transfer from one fund to another fund digitally, within the same policy and same sales charge options.

These enhancements make it easier than ever to do business with Equitable^®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.

Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!

If you have any questions, please contact your Director, Investment Sales. 

Date posted: July 11, 2024
Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.

What's new?
Dollar cost averaging transaction
- Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
- When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
- If a client has an active request, you can change the amount, frequency, date, and funds.
- After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
Other recent enhancements include:
- Segregated fund withdrawals and fund transfers
- New dashboard for client search, transaction management enhancements and signing process improvements
See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.

Date posted: December 11, 2024