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  1. Kickoff to 2023 with Equitable Life and Robert Gignac Equitable Life® is pleased to present Robert Gignac, author of the book ““Rich is a State of Mind”.  Robert will deliver his new “Stop Playing Chess in a PokerStars World” presentation. Robert’s engaging presentation offers examples of what clients (and prospects) are struggling with today and how advisors can take a leadership role by changing from a one-dimensional game (chess) to a multi-dimensional one (poker).
     
    Your hosts, Cam Crosbie, Vice President, Savings & Retirement and Joseph Trozzo, Investment Sales Vice President, MGA, will highlight some of the ways Equitable Life can help make 2023 a great year.
     
    Learn More
     

    Posted: December 23, 2022

     

    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. 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.
     
    ® denote a registered trademark of The Equitable Life Insurance Company of Canada
     
  2. This year’s RSP contribution deadline is March 1, 2023


    The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

    Issuing New Policy with EZcomplete®

    • All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.


    Issuing New Policy using Paper Application

    • For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.



    Deposits to Existing Policy

    • Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can make online deposits to Equitable Life® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.


    If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by March 1, 2023, to receive a 2022 tax receipt.


    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by March 1, 2023, to qualify for a 2023 tax receipt.


    Don’t forget about the Equitable Life RSP Grow Your Future Contest. We hope you have a great RSP season! 

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

  3. Saving time with our fully digital group benefits application On May 1, 2023, we are launching Equitable BenefitsApply™, our fully digital group benefits application.
     
    This enhancement to the benefits application process will help both you and your clients save time when applying for an Equitable Life group benefits policy. We designed and developed BenefitsApply with input and feedback from several advisors and clients, who tested the tool for themselves.
     
    In most cases, BenefitsApply will replace our traditional paper implementation process.*
     
    BenefitsApply eliminates the need for clients to complete and sign multiple, lengthy paper forms. Time-saving features for you and your clients include:
    • A fully digital online application that you can access wherever and whenever you need it,
    • Pre-filled standard fields,
    • Only one signature required from plan sponsors,
    • A smart application that only includes the sections relevant to the client and the plan design they have chosen, and
    • Automatic notifications of any missing fields. 
    Your Client Relationship Specialist is available to support you, provide a demo and provide training on how to use BenefitsApply.
     
    We will continue improving BenefitsApply’s features based on feedback from the people who use it—you and your clients. We encourage you to share any feedback you have with your Group Account Executive or your Client Relationship Specialist.
     
    *BenefitsApply is currently available for groups with up to four divisions and up to four classes. It is not available for myFlex Benefits plans, or for clients with a customized master application.
  4. Introducing Path to Invest for learning and earning CE credits Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
     
    Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.  

    It’s a one stop shop with 15 accredited presentations on a variety of topics.  All with a video tutorial, short quiz and resource links for more information. 

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    A few important notes before you get started. 
    PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
     
    To get started on your Path to Invest:
    • • Click Equitable Life Education site
    • • Use the email address that you received this email to login.
    • • Your password is Equitable
    • • This link is specifically for your use only. Please do not share this link.
    Earning CE credits with Path to Invest is easy. 
    1. Select a module.
    2. Watch the entire video presentation.
    3. Complete the quiz and receive a passing grade.
    Once you’ve successfully completed the requirements, your personalized CE certificate will automatically be available to download.
     
    Check out Path to Invest and start learning and earning CE credits today. 

    Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
     
    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Posted June 14, 2023
  5. See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family
    Ayo’s just returned from maternity leave. Her baby David and her husband are the most cherished people in her life. 

    But a neighbour’s cancer diagnosis leaves her wondering how she can protect her family if a serious illness were to affect them. 

    Learn why Ayo decided EquiLiving® Critical Illness insurance was the right choice for her family.

    Watch our new Critical Illness with Equitable Life of Canada video to learn more. View on Vimeo or YouTube.

    You can use this video to send to clients before or after meetings to help them understand the benefits of Critical Illness Insurance. Check out our prospecting letter, that you can personalize and send to your clients to tell them about Critical Illness Insurance. 

    Plus, visit our Critical Illness product page, then click on the Marketing Materials tab for the latest Critical Illness marketing materials.

    Need more information? Please contact your local wholesaler.



    View on Vimeo or YouTube.


     

    ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
  6. Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

    You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.

    Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.

    In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations. 

    Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
     

    Learn more

    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. 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.

    ® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada. 

    Posted February 1, 2024
  7. Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

    Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business. 
     
    Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
     

    • •   72.2% of financial professionals lose a top client each year1

    • •   61.3% of those financial professionals were “surprised”1

     

    Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
     

    Learn more

    Shannon Labby
    Vice-President, National Investment Sales
    Equitable

    Rob Kochel,
    Director
    Invesco Global Consulting

    Date posted: March 27, 2024

     
    Continuing Education Credits 
    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. 
    1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada.
     
  8. Savings & Retirement Policy and Procedure updates regarding Electronic Signatures We have updated our policies and procedures regarding electronic signatures in the Savings and Retirement department. We are now able to accept electronically signed documents, from all major third-party signing vendors.  

    Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing. Including esign@equitable.ca as a non-signing reviewer is secure, quick, and efficient. Documents no longer need to be emailed to us – eSigned documents are sent directly to us once all signatures are completed, therefore you do not need to notify us once the documents are signed.  

    When esign@equitable.ca is not used to submit electronically signed documents, the following criteria are required: 
    • The original signed form and audit trail with all the security features intact 
    • The email address used to sign must match what is in our files (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation. 

    A guide on how to use esign@equitable.ca can be found here.

    Please note that Equitable does not accept digital signatures (images or fonts of a signature which are not stamped). 

    Date posted: June 13, 2024
  9. Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
    Equitable® wants to help clients achieve their financial goals in 2024.
     
    Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
     
    How it works:
    The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
    If they win, you win! The draw will be held March 20, 2024.  
     
    Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
     
    Speak to your Regional Investment Sales Manager to learn more.

    Posted: December 14, 2023

    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
     
    Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules. 
  10. Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)

    View the Guide to completing eSignatures


    What are the benefits?
    ● It’s secure because you no longer need to upload or email documents to us.
    ● It also removes a step in the process for you -  we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
    ● Your documents will be processed quickly and efficiently.

    How does this work?
    ● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
    ● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
    ● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
    ● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it. 


     
    ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.