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  1. [pdf] G2 - Application for Change
  2. [pdf] G3 - Application for Change
  3. [pdf] Harnessing the power of your cash value
  4. Preferred life insurance solutions – individuals
  5. Navigating the current markets with Equitable

     

    We know these times are tough for everyone. With the markets being uncertain, we want to reassure you that we're here to support you and our clients.

    For the latest updates, please check Equitable’s navigating the current market information page. There you'll find information from us and our partners about the latest in tariff news, what the current landscape means for investors, marketing resources to help clients learn about investing during uncertain times, and more.
        
    As the global situation evolves, we will continue to assist you as we navigate the markets together. Rest assured, Equitable is dedicated to supporting you. When we grow together, success is mutual. 

    For any questions, contact your Director, Investment Sales.


    Posted April 24
  6. Guides for completing Individual Insurance forms now on EquiNet We have recently added guides to provide detailed instructions on how to fill out forms on EquiNet. You can find them on the Individual Forms page, directly underneath the applicable form. In the coming weeks, we will be adding more guides for additional forms, so make sure to check the Forms page for solutions that help you work smarter.
     
    View our newly posted guides:
    • 671OC Guide (Guide to Completing an Ownership Change Form)
    • 594 Guide (Guide to Completing Business Information Form)
    • 1710 Guide (Guide to Completing Verification of Identity for Policy Owners)
     
    Additional guides for the following forms will be available soon:
    • 693UL (Reallocation and Transfer of Funds Form -Universal Life)
    • 681 (Request for Termination Form)
  7. New publication: CLHIA consumer guide for critical illness In February, the Canadian Life and Health Insurance Association (CLHIA) published a new consumer guide for critical illness. This guide covers what clients need to know about critical illness.

    Some of the topics include:
    ● What critical illness insurance covers in Canada
    ● If critical illness insurance is the right choice for a client
    ● What critical illness insurance policies may or may not include
    ● Plan types and offerings
    ● And more!

    Equitable is committed to helping clients make informed decisions about their insurance needs. You can find links to the CLHIA critical illness consumer guide on equitable.ca and through EquiNet > Individual Insurance > Critical Illness. You can also find a link to the CLHIA agent guide for critical illness on EquiNet.

    Share this with clients in addition to the great resources below!

    Critical illness insurance with Equitable video: View on Vimeo.

    Critical illness prospective letter template – simply fill it out and send off to your clients!

    Want to earn CE credits? Check out our Critical Illness Path to Success program.

    Need more information?
    Your Equitable Wholesaler is here to help!



    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. Investment Calculators
  9. Helping you deliver more value to clients

      In this issue:

         Mid-year update: Helping you deliver more value to clients

         Coming soon: Easier access to vision and dental coverage details*

        *Indicates content we will share with your clients


     







    Mid-year update: Helping you deliver more value to clients

     

    In this mid-year video update, Marc Avaria, Executive Vice President, Group Insurance, shares key progress and priorities that are driving our group benefits business. Find out what they mean for you, your clients and plan members.
     

    Mid-year update from Marc Avaria
     

    Coming soon: Easier access to vision and dental coverage details

     

    Equitable® group benefits plans that include dental or vision coverage will soon give plan members easy access to key benefit details at their fingertips. Plan members with vision or dental benefits will be able to easily access coverage information about dental check-ups and fillings, as well as eye exams and eyewear right from the EquitableHealth.ca® home page. The page also includes information on when the plan member is eligible for their next covered dental checkup or eye exam.

     

    Earlier this year, we introduced quick access to paramedical coverage information and spending account balances on the home page. These updates made it easier for plan members to find important benefits information in one convenient place.

     

    Plan members can continue to access helpful resources from the home page, including their digital benefits cards and plan booklet.

     

    See  these new features in the video below:
     

    Coverage information at your fingertips on EquitableHealth.ca
     

    More enhancements coming soon

     

    These updates are part of our ongoing journey to enhance the digital experience for our plan members. More self-service features will be added soon to make it even easier for plan members to manage their benefits.

     

    To learn more about how we’re making the home page effortless for plan members, contact your Group Account Executive or visit Equitable.ca/effortless.