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A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
What an exciting year it’s been at Equitable®. And there’s more to come in 2024!
In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.
I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better.
Please take a few minutes to watch the video.
Cam Crosbie,
Executive Vice-President, Savings and Retirement Division
Equitable
Posted December 6, 2023® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Guaranteed Interest Account Application version update
Equitable® Guaranteed Interest Account applications with a version date prior to 2023/09/01 (located on the bottom right-hand corner of the application) will no longer be accepted after December 31, 2023. If you currently have applications with a date that is before 2023/09/01, please destroy them and download digital applications from EquiNet® or order paper applications from our Supply Team.
If you have any other questions, contact your Regional Investment Sales Manager or Equitable’s Advisor Services Team, Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427 or email savingsretirement@equitable.ca
Posted December 13, 2023® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
Introducing Empathy – Compassion and care at times of loss
We’re excited to announce our partnership with Empathy– the company behind the Empathy Loss Support benefit.
As a trusted advisor, you play a vital role in guiding clients through some of life’s most difficult moments. We understand this and believe Empathy can provide vital support at a time of loss. This is why Equitable® has added this new benefit to all new and existing individual life insurance policies at no additional cost.
About Empathy
Empathy Loss Support begins when a claim is initiated. When a client’s loved one notifies us, our Client Care Centre connects them to Empathy’s user-friendly app or website. They can choose the Empathy services they need, including human support, and helpful tools. Empathy will help them navigate both the emotional and logistical challenges following a loss.
Share the good news
Introduced to loved ones at time of claim
Easy to use co-branded app
Adding value beyond the policy
Include Empathy in your client conversations about life insurance. Show clients how Equitable leads with Care, Compassion, and Empathy. Our commitment to clients is at the heart of everything we do.
To learn more, visit our Empathy page.
Questions? Please contact your Equitable wholesaler.
This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.
Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters. -
An update on Travel Assist coverage
The last several months have been very difficult for plan members. We recognize how important it is for them to get back to a sense of normalcy, including making summer travel plans.
As countries start to reopen their borders, plan members with Travel Assist emergency medical benefits may have questions about whether they will be covered while travelling.
For plan members who want to travel outside of Canada, here’s what they need to know.
Out-of-country travel
Plan members travelling to countries that are popular vacation destinations and have reopened their borders will be covered for eligible expenses, including those related to COVID-19.
Please note: While a country may be open for travel, plan members should contact Allianz before departing to confirm that they are covered for travel to their specific destination.
Plan members travelling to countries for which the Government of Canada has issued a Level 4 travel advisory (“Avoid all travel”) will not be covered.
Please note that every country has different travel restrictions. Travelers could be denied entry to another country, even though their travel may be considered essential. Or they may be forced to self-isolate when they arrive at their destination. Canadians travelling to another country should consult that country’s travel restrictions and guidelines before departure and re-entry into Canada.
Communicating with plan members
Below is a link to a plan member version of this communication. Please encourage your clients to share this with their plan members who have Travel Assist coverage on their benefits plan. It’s important for them to know their coverage details before they make their travel plans. We have also posted this update on the plan member website at EquitableHealth.ca.
An update on Travel Assist coverage PDF
If you have questions, please contact your Group Account Executive or myFlex Sales Manager.
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Equitable Life's COVID-19 Information Page
Get the latest news and information from Equitable Life by bookmarking this page. Check back often for updates.Click here for news related to Savings and Retirement.
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Redefine online surfing with Equitable Life
Conquer the tailslide of RSP season with direct deposits to your client’s Equitable Life plan from a financial institution’s online banking.
Learn more -
Proudly Canadian
We take great pride in being a Canadian company built by Canadians for Canadians. Since 1920, we have been there for our clients and partners from coast to coast to coast.Please watch our video below to learn more.
- Whole Life