Site Search

899 results for access portal here MAKEMUR.com son locked up need him home today payment HMP Chelmsford

1. Welcome to Cindy Shirley our new Vice President, Chief Underwriter & Claims Today, we are pleased to share some exciting news with you. Cindy Shirley, a seasoned industry expert, has joined Equitable Life^® as our new Vice President, Chief Underwriter & Claims.
   
   With over 20 years of experience in risk selection within the Canadian individual life insurance sector, Cindy brings a wealth of underwriting knowledge to our organization. Her impressive background in individual and data-driven underwriting is a perfect fit for Equitable’s Individual Leadership team.
   
   Cindy's passion for Underwriting is contagious and she looks forward to supporting you, our valued advisors – and our clients. Her exceptional leadership is complemented by her expertise in both high-volume underwriting and the customized large-case market – areas of increased focus for us at Equitable in the coming year.
   
   We genuinely believe that Cindy’s addition to our team will not only enhance Equitable, but also strengthen our partnership with you.
   
   Thank you for your business and the continued trust you place in Equitable Life!
   
   Warm regards,
   Donna Carbell | EVP, Individual Insurance Division
    
   
   
   ^® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
2. Save time on your DIA/GIA applications with EZcomplete

   Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete^®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.
   
   EZcomplete applications are available for:
   •   Daily/Guaranteed Interest Accounts
   •   Pivotal Select^™ segregated funds
   •   Equitable Generations^™ universal life insurance
   •   Equimax^® participating whole life insurance
   •   EquiLiving^® critical illness insurance
   
   Did you know:
   •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
   •   The electronic signature process is seamless, and ideal for in-person or remote applications.
   •   EZcomplete delivers point-of-sale materials directly to clients.
   •   Only the relevant sections display, reducing complexity, and simplifying the application process.
   
   Just another reason to do business with Equitable. Go online today! Log in to EquiNet^® and click on the EZcomplete icon on the menu bar.
   
   Date posted: October 8, 2024

3. EZtransact: Your digital edge for client requests

   Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.
   
   Why use EZtransact?

   •  Easy to use: The platform is simple and clear—no guesswork needed.
   •  E-Signature ready: Send forms to clients for secure electronic signing.
   •  Real-time error checks: Helps catch mistakes early and avoid delays.
   •  Faster processing: Once signed, transaction documents go straight to Equitable.

   What can you do with EZtransact?
   You can submit many types of transactions, including:

   •  Pre-Authorized Debit (PAD) Agreements
   •  Fund Switches
   •  RSP to RIF Conversions
   •  Withdrawals
   •  Dollar Cost Averaging
   •  Transfers from other financial institutions
   EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: August 21, 2025
4. Equitable Individual Wealth Webcast featuring Payout Annuities
   This month, Equitable^® highlights payout annuities.
   
   We will talk about:
   
   •  life annuities,
   •  product features,
   •  taxation, and
   •  the benefits that payout annuities can bring to a client’s retirement plan.
   
   Join your host, Deedra Weinstein, Head of Individual Wealth Product and Marketing, as she welcomes Nicole Lemon, Product Manager, Individual Wealth.
   
   Start learning today! Register to watch On-Demand
   
   
   
   
    

   Continuing Education Credits
   This webcast has been accredited for continuing education (CE) credits for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz.  It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 
   This webcast is available in English only.
   
   Date posted: October 2, 2025 

5. Juvenile insurance is a gift that keeps on giving
   Life insurance may not come wrapped with a ribbon, but it can be a perfect gift to provide a child with a lifetime of protection. Equimax^® whole life insurance provides permanent coverage, with several benefits:
   
   • Insurability – lock in permanent insurance protection for life while a child is young and healthy.
   • Affordability – it is cost-effective to purchase a life insurance policy for a child and lock in a guaranteed premium at children’s rates.
   • Cash value – Equimax has a guaranteed minimum cash value outlined in the contract. It can also accumulate tax-advantaged, non-guaranteed dividends¹. As the cash value of the policy increases over time, the child can use the cash value to help pay for life’s milestones or emergencies.   
   
   Protecting a child’s future with life insurance today can be a gift that keeps on giving for all their tomorrows.
   
   Ask your wholesaler about Equimax whole life insurance for children.
   
   ¹Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors.
   
   
   
    
6. More time to complete and view applications on EZcomplete

   
   You asked for more time, we listened!
    
   Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  
   
   You will now have,
   
   
   There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

   Take me to the Sandbox	Take me to EZcomplete
   Play around in the Sandbox with a demo client account.	Submit your applications today.

   
   If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.

    
    
   *Insurance applications currently offer 30 calendar days
   ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
   ® denote a trademark of The Equitable Life Insurance Company of Canada.
   Posted: January 14, 2023
7. Crunch The Numbers With Equitable Life’s Savings Calculator

   Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.

   
   Each week in March, we will be sharing an online calculator from our list.

   
   Share calculators using your Facebook, Twitter or LinkedIn account. 

    

   -------------------------------------------------------------------------------------------------------

   Amina is going to get in the habit of saving by putting $25 a month into her RRSP. Her friends don’t think it is worth the effort. Does it matter how much you contribute?

    

   Did you know?

   Consistent investments over several years can be an effective strategy to accumulate wealth. Check out Equitable Life’s Savings Calculator.

8. Crunch the numbers with Equitable Life of Canada

   
   Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life^® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
   -------------------------------------------------------------------------------------------------------
   
   Gloria and Nigel just launched their small business and have dreams of becoming millionaires. What will it take for them to join the millionaire’s club?
   
   
   Did you know?
   There are many factors to consider including inflation, taxation and rate of return. Check out Equitable Life’s Cool Million Calculator.
   
   Share calculators using your Facebook, Twitter or LinkedIn account.

9. New Online Policy Loan Form
   Advisors will now have access to a new digital policy loan form on EquiNet™.
   
   On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)
   
   This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.
   
   This is the first form to be digitalized and we plan to continue this work with more forms later this year.
   
   
   ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
10. RxFood nutrition app added to all group benefits plans

    In this issue:

    • RxFood nutrition app added to all group benefits plans*

    • Coming soon: Coverage information at plan members’ fingertips on EquitableHealth.ca*

    *Indicates content that will be shared with your clients.
    
     

    RxFood nutrition app added to all group benefits plans

     

    Equitable® has added the RxFood nutrition app to all group benefits plans at no extra cost—giving every plan member more opportunity to make healthy and informed food choices.

     

    RxFood is Canada’s first clinically validated nutrition platform that’s used and trusted by leading health care institutions across the country, such as SickKids Hospital and Diabetes Canada, to help support better health outcomes through nutrition.

     

    Using technology powered by artificial intelligence, RxFood turns everyday meals into personalized insights, practical tips and tailored recommendations that are easy for plan members to act on and build into their routines.

     

    For more information, read our previous eNews article.

     

    Promoting RxFood to plan members

     

    This week, clients will receive a digital toolkit to help them encourage plan members to register for RxFood. Plan members must register to access this free benefit.

     

    The toolkit includes an RxFood brochure, a poster, an email template plan administrators can use to help spread the word, and the video below.
     

    
     

    Coming soon: Coverage information at plan members’ fingertips on EquitableHealth.ca

     

    Starting this month, Equitable plan members will be able to find helpful information about their health coverage more quickly and easily. We’re putting the key details at their fingertips on the EquitableHealth.ca^® home page.

     

    Faster access to health coverage details

     

    Our new coverage panel will provide plan members fast access to information about their paramedical coverage for themselves and their covered dependants – including coverage maximums, reimbursement details and more.

     

    Plan members with Health Care Spending Accounts or Taxable Spending Accounts will also be able to check their balances from the home page.

     

    Later this spring, we’ll add information about vision and dental benefits to the coverage panel, too.

     

    Simpler way to find benefits resources

     

    We’re also making it easier for plan members to access key resources. Benefits cards, booklets and other important sections of the site will now be linked directly from the home page.

     

    The video below walks plan members through the new features:

    
     

    More new features to come

     

    The coverage panel and resources section are the latest enhancements to our new plan member web experience, which we launched last fall. We’ll continue introducing more self-serve features this year.

     

    To learn more about our enhanced plan member home page, contact your Group Account Executive or visit Equitable.ca/effortless.