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  1. New Payout Annuity Application There is a new Payout Annuity Application that will be posted and available on October 1, 2024. The new version date is “2024/09/16”. We will continue to accept the previous version dated “2022/03/08” until October 31, 2024. As of November 1, 2024, we will no longer accept the previous version.

    Some of the new notable features of the application include:
    •  Enhanced Rate Guarantee process: Advisors should submit the signed application to Equitable® by no later than 11:59 pm (EST) the day after the application is signed to lock in the interest rate guarantee (the rate guarantee locks in the rate on the day the signatures were completed). If the advisor misses the cut-off time, the deposit is not eligible for a rate guarantee.
    •  Online Banking has been added as a deposit option.
    •  A new Privacy Consent section has been added.
    •  Updated branding, with a variety of language and formatting updates.

    If you have any questions, please contact your Director, Investment Sales.

    Date posted: September 25, 2024
  2. [pdf] Personalized Ads - What does your retirement bucket list include?
  3. COVID-19 testing: Find the information you need

    This news item has also been posted to the plan administrator and plan member sections of EquitableHealth.ca

    The Ontario government recently announced it has expanded access to COVID-19 testing to include select pharmacies throughout the province. As the pandemic continues, it’s important to know how to access testing if you’re experiencing signs and symptoms of COVID-19 or suspect you have been exposed to the virus.

    Guidelines for who should get tested and how to access testing vary across the country, so it can be difficult to know what applies in your jurisdiction.

    To help make it easier, we’ve provided links to COVID-19 testing resources for each province and territory. The resources include self assessments, guidelines for who should get tested, how to access testing, and testing locations.

  4. [pdf] Collateral Loan Suitable Candidate Profile
  5. This year’s RSP contribution deadline is March 1, 2022

     

    Does your client want to contribute or open a new policy this Retirement Savings Plan (RSP) season?  Whether using paper or our recent EZtransact online platform, 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, 2022.


    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, 2022. Equitable Life must receive all paperwork by March 7, 2022.



     

    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, 2022, to qualify for a 2021 tax receipt. New to EZtransact? Try our EZtransact Practice Site to see how EZ it is to use.
    • 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, 2022, to qualify for a 2021 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, 2022. Equitable Life must receive the cheque no later than March 7, 2022.
    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, 2022, to receive a 2021 tax receipt.

    Do not miss your opportunity to have your contributions count for 2021!

    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by March 1, 2022, to qualify for a 2021 tax receipt.
     
     
    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
  6. We want to hear from you! We’re building the Equitable ListensTM advisor community and invite you to join!

    What’s in it for me?

    Video-Thumbnail-(1).png

    How do I join?

    It’s simple. Click on your invitation link below to get started, answer a few questions then confirm your email and you’re in!

    JOIN-NOW!.png

    Thank you,
    The Equitable Listens Team


    This advisory panel is for research purposes only. Your email address will only be used to invite you to participate in studies or to share study results with you. This community is currently in English only.
  7. Get to know our large case experts

    New episode in our Ask our Experts video series

    At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.

    Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.

    Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.

    Kevin chats with us about:
         • What he finds interesting about large case pricing.
         • How quickly Equitable can turn around a large case quote.
         • The difference between a mutual and a stock insurance company.
         • Equitable’s reinsurance strategy.



    In case you haven’t seen it…
    Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.

    Learn more:
    Visit our large case markets webpage to learn more about our team of dedicated experts.

    Do you have a large case opportunity? Talk to your wholesaler to learn more.

    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
     
  8. Equimax Enhancements – Coming Soon

    More updates for a better and stronger solution!


    We have exciting news! Further to our October 5th product updates, we will be rolling out more changes to Equitable’s flagship Equimax whole life solution. 

    Stay tuned for more details, coming on December 10, 2024.

    Transition Rules
    Check out our Transition Rules for new and in-progress life applications, which take effect on December 7, 2024. 

    Questions? Contact your Equitable wholesaler. 
  9. COVID-19 Group Benefits Updates