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Equitable Life creates guide to accessing virtual healthcare at no cost
With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.
To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.
The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.
We will continue to update the Guide as more virtual healthcare providers and services become available.
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Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.
Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
Register now
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
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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: -
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!
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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.
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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. -
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New! Digital Beneficiary Change Request option for clients (Individual insurance)
Great news! Equitable® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access.
Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.
Which plans are eligible?
Eligible
• Individually owned plans with revocable beneficiary designations.
• Plans with policy owners not living in Quebec.
Not eligible
• Plans with irrevocable or preferred beneficiaries.
• Plans with policy owners living in Quebec.
Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.
Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.
Learn more: Please contact your local Equitable wholesaler.