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  1. [pdf] The Right Time To Buy And Sell
  2. [pdf] The Approach to Suitable Sales - Reference
  3. December 2023 eNews

    Insights on EZBenefits from our Executive Vice-President, Group Insurance


    When it comes to advising small business owners, it can be tough to find the right group benefits solution. Offering a competitive benefits plan is more important than ever to help small business owners attract and retain talent. They need an affordable solution that’s easy to implement, renew and maintain.

    That’s why we launched EZBenefits for small business earlier this year. It’s a unique group benefits solution designed with you and your small business clients in mind. 

    Marc Avaria, Executive Vice-President, Group Insurance, explains:

    Find out more

    Visit info.equitable.ca/EZBenefits for more details or to request a quote. If you have questions, contact your Equitable Group Account Executive.


    Supporting plan members through cold and flu season with Dialogue Virtual Healthcare*

    Now that cold and flu season is here, many Canadians will start calling in sick or missing work to visit their doctor – if they can get an appointment. Now’s the time to remind your clients that Equitable offers Dialogue Virtual Healthcare. It can be added to any Equitable plan for an additional cost.

    Eligible plan members and dependants receive fast, on-demand access to virtual primary medical care—24/7, 365 days a year. Available for a variety of non-urgent health concerns, Dialogue Virtual Healthcare can make it easier to navigate cold and flu season by providing:
    • Access to the largest, most experienced bilingual medical team in Canada,
    • In-app prescription renewals and refills,
    • Personalized follow-ups after each consultation, and
    • An all-in-one patient journey to address health issues. This reduces long waits and means less time away for doctor appointments.

    Benefits of Virtual Healthcare for plan sponsors

    When your clients provide Virtual Healthcare for their plan members, they can help:
    • Drive employee engagement;
    • Reduce absenteeism related to in-person medical appointments;
    • Manage chronic health issues;
    • Attract and retain top talent; and
    • Build a healthier workforce.

    Learn how it works

    Adding Dialogue Virtual Healthcare to your clients' plans

    To learn more about adding Virtual Healthcare to your clients’ benefits plans, contact your Group Account Executive or myFlex® Account Executive. You can also share this resource from Dialogue on managing cold and flu season.


    Changes to Short-Term Disability benefits calculations*

    The Canada Employment Insurance Commission and Canada Revenue Agency have announced the 2024 changes to Maximum Insurable Earnings, and premiums for employment insurance. The following changes to Employment Insurance (EI) will take effect January 1, 2024:

    How does this affect your clients?

    To comply with client policy provisions, Equitable will revise Short-Term Disability (STD) benefits with the updated maximums based on the percentage of EI Maximum Weekly Insurance Earnings for policies that meet these conditions:
    • Policies that include a STD benefit that is tied to the EI Maximum Weekly Insurable Earnings, and
    • Policies with a classification of employees that has less than a $668 maximum.
    • The additional premium for any increase from their previous STD amounts and new STD amounts will be shown on your clients’ January 2024 Group Insurance Billings (as applicable). 
    If a client’s STD maximum is currently higher than $668 or based on a flat amount (not based on a percentage or regular earnings), no change will be made to their plan unless otherwise directed.
     
    If your clients wish to provide direction regarding revising their STD maximum, or have questions about the process, they can email Kari Gough, Manager, Group Issue and Special Projects.

    *Indicates content that will be shared with your clients. 
  4. [pdf] Borrowing money to save money
  5. Equitable Life's COVID-19 Information Page


    Get the latest news and information from Equitable Life by bookmarking this page. Check back often for updates.

     

    Click here for news related to Savings and Retirement.

  6. [pdf] Equitable Guaranteed Investment Funds Understanding sales charge options
  7. This year’s RSP contribution deadline is February 29, 2024 The RSP deadline is fast approaching and here are some important things to remember.
     
    Issuing a New Policy with EZcomplete®
    All online applications must be digitally signed and submitted and have a date stamp no later than February 29, 2024.

    Issuing a New Policy using Paper Application
    For contributions to qualify for the first 60 days, all paperwork must be completed and signed by February 29, 2024. Equitable® must receive all paperwork by March 8, 2024. 

    Deposits to an Existing Policy
    Advisors can set up a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact™. Online deposits must be made and have a date stamp by February 29, 2024, to qualify for a 2023 tax receipt. 
     
    Clients can make online deposits to Equitable through their financial institution’s online banking service. Online deposits must be made and have a date stamp by February 29, 2024, to qualify for a 2023 tax receipt.  

    Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by February 29, 2024. Equitable must receive the cheque no later than March 8, 2024.

    If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by February 29, 2024, to receive a 2023 tax receipt. 

    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by February 29, 2024, to qualify for a 2023 tax receipt.

    If you haven’t already done so, consider EZcomplete and EZtransact our easy and fast online application and deposit tools to make life easier this RSP season. 
     
    For more information, please contact your Regional Investment Sales Manager.
     
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
    Posted February 14, 2024 
  8. Equitable Insights: EZcomplete Makes Submission to Commission Easy

    Welcome to the fourth video in our Equitable Insights series. “EZcomplete Makes Submission to Commission Easy” features Chris Marrese, Individual Operations Vice-President, Equitable Life. 

    View the video on YouTube or Vimeo

  9. Equitable Insights: Our Large Case Experts

    Welcome to the fifth video in our Equitable Insights series. “Our Large Case Experts” features Scott Morrow, Individual Insurance Sales Vice President, MGA East, Equitable Life.

    View the video on YouTube or Vimeo

  10. Equitable Insights: Our Underwriting Team is here for you

    Welcome to the sixth video in our Equitable Insights series. “Our Underwriting Team is here for you” features Shamir Jamal, Assistant Vice President Underwriting

    View the video on YouTube or Vimeo