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1. [pdf] Online Plan Member Enrolment
2. [pdf] EquiLiving Product Summary (Adults)
3. Application cloning option now available on EZcomplete As of September 10^th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
    
   This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
    
   Please note the following important details regarding cloning:
    
   • Cloning the application will duplicate all information that has been completed in the existing application into the new application.
   • In the family situation described above, the information about the policy owner should be completed in the original application. The application should then be cloned before entering any information about the insured person, as there will be a different insured person for the new application.
   • Cloning applications can be convenient, but it carries risk. It is imperative that the advisor review every section of the new cloned application to ensure that the information is meant to apply to the new application. If an advisor incorrectly includes information about an individual in the new application, this could give risk to a privacy breach or to liability for the advisor if the questions are answered incorrectly for that individual.
   • If the application was submitted and is no longer on the dashboard you will not have the option to clone it.
   • You will not be able to change the product type on a cloned application so if you need to select a different product, you will need to start a new application.
   • Any documents that were attached to the previous application will not be cloned. The documentation will need to be attached again if required.
   • All information from an existing application will be duplicated to the cloned app up to the Signatures step (step 8). Signatures/advisor report will need to be obtained and completed again on the new cloned application.
    
   Resources
   • EZcomplete FAQ
    
   Please contact your Regional Sales Manager for more information
    
4. 5 Things You Need to Know About Equitable Generations Universal Life

   Here are five things you need to know about Equitable Generations™ Universal Life

   1. Affordability

   Because Equitable Life is owned by its policyholders, we don’t have to worry about paying shareholders. That means we can focus on offering competitive pricing!

   2. Investments

   Equitable Generations Universal Life is built for the 21^st century with investment options that matter to today’s buyer including Target date, Environmental, Social, and Governance (ESG) funds for sustainable investing.

   3. Fees

   Equitable Generations has eliminated most universal life fund administration fees as well as the policy administration fee.

   4. KIND™

   Equitable Generations has a suite of contractual and non-contractual claims features we call KIND, designed to help your family navigate the claims process with ease.

   5. Flexibility

   With such competitive pricing, fantastic investment options and minimal fees. Equitable Generations Universal Life provides a level of flexibility rarely seen in the Universal Life space.

   
    
   
   See Equitable Generations Universal Life for yourself within one minute - try the EZStart quick quote software for advisors, available on EquiNet!
   
   Please contact your local wholesaler for more information. 
   
   ^TM and ® denote trademarks of The Equitable Life Insurance Company of Canada. 

5. ALERT! Temporary Suspension of Ground Service – British Columbia
   The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
    
   Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
    
   If you have any questions or concerns, please contact your Regional Sales Manager.
    
    
6. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
   • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
   • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
    
   EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
    
   Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
    
   If you have any questions, please contact your Regional Investment Sales Manager. 
   
   Posted November 27, 2023
7. Equitable can help clients this tax season

   It is tax time and clients should be receiving tax slips and deposit receipts by now.

   Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

   Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

   If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  
   
   Posted February 23, 2024

8. Protect clients and yourself from cyber attacks Cyber criminals are targeting advisors’ computers and email accounts. They are targeting advisors because you have detailed financial information about clients. These attacks put you and clients at risk by exposing private financial data, allowing unauthorized withdrawal attempts, and easing identity theft. A breach can lead to financial loss and a damaged reputation.
   
   How to stay safe:
   • Use strong security: Turn on multi-factor authentication, change your passwords often, and make sure passwords are unique.
   • Install antivirus or internet software: Use trusted programs such as Norton or McAfee to protect your computer.
   • Keep everything updated: Make sure your computer’s operating system and software are up to date.
   • Get expert help: Ask an IT professional to check your security system.
   • Be careful online: Take cybersecurity training to learn about new threats. Don’t click on suspicious links, including from people you don’t know.
   • Have cyber insurance: This can help protect you if something goes wrong. You can usually get it through your E&O provider.
   
   Remember: Cyber criminals also target the public, including client email accounts. They may use a client’s email to send you requests that look real. Call clients to confirm emailed requests, especially if someone asks to withdraw money or change banking information.
   
   Our clients trust you with their financial future. Do everything you can to keep their information safe.
9. [pdf] Benefits of segregated funds in a TFSA
10. [pdf] Application for Life and/or Critical Illness Insurance