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Generating client policy information is easy with Equitable
Did you know that Equitable® makes it easy to create a report with client policy information using Policy Inquiry? This tool makes a simple PDF that gives advisors and clients all the policy details they need to talk about investment goals.
Key features of the Policy Inquiry tool:• Exclude “Advisor Only Information” sections: Customize the report by leaving out sections meant only for advisors.Generate the report just before meeting with a client to have the most current information. You can find this tool in the top right corner of the client’s policy page on EquiNet®. It is a great takeaway or follow-up item for client meetings.
• Access active links to fund pages with risk ratings: Quickly go to fund pages and check risk ratings from the report.
• View calendar and compound returns: See a clear picture of a client's investment performance history with detailed return information.
Clients can also access their policy information report anytime through Client Access®. Remind clients that they can view the report online as well.
For more information please contact your Director, Investment Sales.
Date posted: June 17, 2025
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Extending premium relief for Dental and Extended Health Care benefits
We know this is a challenging time for Canadian employers and we continue to look for ways to help your clients manage while still supporting their employees.
As many health practitioners continue to keep their offices closed due to the pandemic restrictions, plan member use of dental benefits and some health benefits remains lower than normal.
So, we are pleased to announce that we are extending premium relief for all Traditional and myFlex insured non-refund customers for Health and Dental benefits for the month of May, as follows:
- A 50% reduction on Dental premiums in all provinces except Saskatchewan, where a 25% reduction will apply due to the re-opening of dental clinics in early-May; and
- A 20% reduction on vision and extended healthcare rates (excluding prescription drugs) in all provinces, which equates to an 8% reduction on Health premiums.
These reductions are effective for May 2020 and will appear as a credit against the next available billing. We will assess the situation monthly and expect to continue with monthly refunds for as long as the current crisis period continues. The size of the credit may change over time as dentists and other health practitioners gradually reopen their offices. We will confirm premium credits for June (if any) at a later date. Credits for subsequent months will be communicated on a month-by-month basis.
In order to be eligible for the monthly credit calculation and payout, a policy must be in force on the first of the month and remain in force thereafter. The monthly credit calculation is based on employees in force on the May bill. If employees experienced layoffs during the month, that would not affect eligibility for a premium credit as long as the benefit itself is not terminated.
We expect that claims experience and premiums will return to normal once the current pandemic restrictions are lifted.
In the meantime, plan members will continue to have full access to their benefits coverage throughout the pandemic. In many cases, dental offices remain open for emergency services, and a variety of healthcare providers are available virtually.
Commissions
We know the pandemic has put financial strain on your business as well, so we will continue to pay full compensation. Although your overall commission will be unaffected by these premium reduction adjustments, you may see a temporary reduction in your commission payments if you are on a pay-as-earned basis. We will begin to process the commission top-up payments in mid-June and will reflect both April and May premium credits.
Communication
We will be communicating this premium relief program to your clients later this week.
Questions?
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager. In the meantime, we have provided some Questions and Answers below. You can also refer to our online COVID-19 Group Benefits FAQ.
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Clarification: Dialogue Virtual Healthcare available to add to your clients' benefits plans
We recently announced that we are partnering with Dialogue to offer unlimited and on-demand virtual access to primary healthcare practitioners.
The announcement indicated that Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services and is available to add to all Equitable Life benefits plans as of July 1, 2023.
Please note that there is an additional fee to add the service to your clients’ benefits plans. Our original announcement was not clear enough about this.
We apologize for any confusion this may have caused.
If you have questions about Virtual Healthcare, of if you would like to add the service to a client’s plan, please contact your Group Account Executive or myFlex Sales Manager. -
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life
The first half of 2023 has been an exciting and busy year for us at Equitable Life®.
In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Thank you,
Cam Crosbie, Executive Vice-President, Savings and Retirement Division
Equitable Life of Canada
Posted: July 6, 2023
® denotes a trademark of The Equitable Life Insurance Company of Canada. -
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
What an exciting year it’s been at Equitable®. And there’s more to come in 2024!
In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable
Posted December 6, 2023® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Celebrating Lunar New Year!
On behalf of all of us at Equitable, we’d like to wish you a very happy Lunar New Year. May the Year of the Snake bring you much success and happiness!
Lunar New Year falls on the first new moon of the lunar calendar, January 29, 2025, and celebrations last for about two weeks.
To recognize and celebrate Lunar New Year and Chinese-Canadian culture, we have commissioned a series of works from B.C. artist Steffi Lai. Her piece “Year of the Snake” is featured on our Chinese Markets webpage and other marketing assets. We are thrilled to collaborate with Steffi and showcase her beautiful artwork.