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Reminder: Beneficiary designations for children’s CI policies
When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.
Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.
For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet® account.
View client support resources on EquiNet -
February 2026 eNews
In this issue:
Save time and add protection — log in to your Equitable account with a passkey*
New form offers a simpler way for clients to submit special claims*
2026 dental fee guide updates*
*Indicates content that will be shared with your clients.
Save time and add protection — log in to your Equitable account with a passkey
Passkeys offer an easier, faster way for you and your clients to log in to EquitableHealth.ca®. They also add an extra layer of account protection.
Easy set-up. Secure access.
If you haven’t created a passkey yet – now is a great time. You can create one on both your computer and mobile device.
When you set up a passkey on your mobile device, you’ll use biometrics –your face or fingerprint–to log in. This verifies your identity, so only you can access your account on your device.
Setting up a passkey on your computer is slightly different. You may have more options to verify your identity, such as biometrics, a personal identification number (PIN) or a password.
To learn more about passkeys, visit Equitable.ca/effortless.You hold the ‘key’ to further protecting your account
You’re the only one who can create passkeys. We can’t create them for you.
The set-up process is quick and easy. The videos below guide you through creating a passkey on your mobile device and computer.
If you use the same email address to log in to your accounts on EquitableHealth.ca, EquiNet® and Equitable Client Access®, you can use the same passkey. Equitable Client Access is our secure site for Individual Insurance and Individual Wealth clients.
New form offers a simpler way for clients to submit special claims
Equitable has simplified the special claim process for clients by introducing an interactive Special Claims Services form.
The new form, which replaces our previous online calculator, automatically calculates the fees and taxes based on province, so clients can clearly see the total of a special claim – and how much they need to pay.
What is a special claim?
A plan sponsor can submit a claim for Special Claims Services – sometimes referred to as Cost Plus – to pay for a plan member’s health and dental expenses that are either not included or not covered in full by their group benefits plan.
When submitting the claim, the plan sponsor also pays us for the cost of the expense, plus a service fee and taxes. Then, we reimburse the plan member or another designated payee.
Anything eligible under a health-care spending account (HCSA) is eligible under Special Claims Services. Our HCSA list of eligible expenses matches the Canada Revenue Agency’s list of eligible medical expenses that can be claimed on a tax return.
When a plan sponsor submits a special claim, there is no impact to the claims experience, pooling or taxes. Given that every situation is unique, however, the plan sponsor is responsible for consulting with an accountant on tax impacts and/or claim limitations that may apply.
For more information on Special Claims Services, check out this brochure or email SpecialClaimsServices@equitable.ca.
2026 dental fee guide updates
Several Canadian dental associations have published their 2026 fee guides. We use these guides to help set benefits reimbursement limits for dental procedures.
For your reference, here is the list of this year’s fee increases for general practitioners.
Source: Canadian Life and Health Insurance Association (CLHIA) 2026 Dental Fee Increase Guide
If you have any questions, please contact your Group Account Executive. - Investment loans
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- Path to Success Module 2
- [pdf] Beneficiary Change Form
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