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  1. Unique solution can help your business grow in the group benefits market Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.

    Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.

    We’ll also explore its features:
    • Plan design options for various needs and budgets
    • Embedded health and wellness services
    • Built-in HR support services
    • ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals
    • Dedicated advisor concierge service

    A question-and-answer (Q&A) period will follow the presentation.

    Register here to attend our session.




    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  2. September is Life Insurance Awareness Month The perfect time to start conversations with clients.

    Many people don’t think about life insurance until it’s too late. This month is a good time to remind clients why life insurance matters. Life insurance can help provide financial protection for families and businesses when they need it most.

    As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable®, we’re committed to supporting you in guiding clients through these important decisions. To help you start conversations about life insurance, we have created resources that explain the different types of life insurance and how each can help clients meet their unique financial needs.

    Use these tools during your client meetings, either in person or online. They can help you explain why life insurance matters, show the different plan options, and build trust with clients.

    Let’s work TOGETHER this month to help clients PROTECT TODAY and PREPARE TOMORROW.

    Contact your Equitable wholesaler today to learn more!


     
                                                                                                                                                          
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    What kind of life insurance is right for you? (1197)
  3. [pdf] Equitable GIF Non-Registered Application
  4. Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life a This article has been updated to reflect changes to the Pre-Authorized Debit (PAD) for new business annual premiums – see below #2.

    To enhance the ease of doing business with Equitable Life, we have added some additional payment methods to help your clients make their first and subsequent annual premium payments easily.
     
    Three digital payment options for annual premium payments:

       1. Online bill payment - Your client can pay their annual premium easily and quickly by using the online bill payment option through their financial institution. On your client’s banking website, they must set up “EQUITABLE LIFE-INDIVIDUAL LIFE & CI” as a “PAYEE”. Use the 9 (or 7) digit policy number as the “account number” then pay this new “bill”. This is the preferred option for annual payments.  

       2. Pre-Authorized Debit (PAD) - For policies where annual premiums are $2,500 or greater, your client now has the additional option of an annual PAD payment. Your client needs to provide a signed PAD authorization form, or a signed letter of direction that indicates they have read and agree to the terms of the PAD. This is a one-time authorization and needs to be repeated for subsequent annual payments.  

       3. Electronic Funds Transfer (EFT) or Wire Transfer - If online bill payment or a one-time PAD will not meet your client’s needs, such as when transferring funds from another financial institution or business to Equitable Life, and the annual premiums are $20,000 or greater, then an EFT is now an option that is available. A wire transfer is available on an exception basis only and is subject to approval.  

    Please contact your Regional Sales Team or customer service team for further questions.
     
  5. 2022 brings a new year of retirement savings opportunities

    As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.

    To learn more about Retirement Savings Plans, click here.

  6. Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    View the pdf with details about the CI Path to Success Program.

    Watch details about the CI Path to Success Program here.

    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
  7. Delivery Update of Pivotal Select segregated fund client statements

    We understand the importance of timely delivery of our Pivotal Select™ segregated fund client statements. We have resolved the issue with delivery of these statements. I can confirm that our Pivotal Select segregated fund client statements will be delivered on February 17, 2025.

    We regret the impact this delay may have had on you and clients. Rest assured, we are committed to delivering the highest standard of service and will continue to work hard to earn your business and that of clients. If you have questions or need further assistance, reach out to our Client Care Team at 1.866.884.7427.  
     
    Best Regards,

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    Cam Crosbie, 

    Executive Vice-President, Savings and Retirement Division

    Equitable




    Posted: February 12 2025
  8. [pdf] Non-Resident Transactions
  9. How to Stay Grounded in a Changing World: Supporting Financial & Mental Well-Being Are clients feeling the strain of global uncertainty? Join our Master Class webcast, "How to Stay Grounded in a Changing World: Supporting Financial & Mental Well-Being," to gain insights on managing financial and mental well-being.

    We will explore how economic instability, geopolitical conflict, and climate change impact mental health and financial behaviours. 

    Join Shannon Labby, Vice President, National Investment Sales, Equitable as she welcomes Homewood Health’s clinical expert, Gabrielle Provencher who will provide tools to help advisors recognize signs of mental strain and support clients in maintaining financial focus.

    Why Attend?
    • Understand the psychological impacts of global crises and media exposure.
    • Learn how financial stress can affect mental health and decision-making.
    • Enhance media literacy to help navigate misinformation and stay focused.
    • Develop coping strategies to help manage anxiety and promote resilience.
    • Gain techniques to help clients form self-care habits for long-term financial security.
    Don't miss your chance to engage with industry experts and enhance your advisory services.

    Learn more


    Continuing Education Credits 
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast 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. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their 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: June 5, 2025
  10. 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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