Site Search
570 results for enter portal MAKEMUR.COM contact judge to dismiss case for money Missouri
-
Equitable receives FundGrade A awards for outstanding performance
Equitable® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.
The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.
And the winners are…
The following funds from Equitable's lineup have received a FundGrade A rating this year:
Pivotal Select:• Equitable Life NASDAQ 100 ESG Index Fund Select
• Equitable Life Fidelity® Climate Leadership Balanced Fund Select
• Equitable Life Fidelity® Global Innovators Fund Select
Personal Investment Portfolio/Pivotal Solutions:
• Equitable Life Invesco Global Bond Fund
An enhanced fund performance page
Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:- Printable performance reports: Easily accessible and printable reports for detailed fund performance.
- Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
- Fund Category display: Clear display of fund categories on the Fund Details tab.
- Filter enhancements:
- New “Risk Rating” filter.
- New “U.S. Equity” filter.
- Renamed “Domestic Equity” to “Canadian Equity”.
- Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.
For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.
Questions? Contact your Director, Investment Sales.
FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
Date posted: June 10, 2025 -
New online course available
Boost your knowledge and earn CE Credits
Looking to deepen your understanding of Universal Life insurance and get a new CE Credit?
Equitable is excited to offer a new addition to our online learning center: The mechanics of Universal Life. Whether you are new to the concept or looking to refresh your expertise, this course will help provide the knowledge you need to start conversations with clients.
Our CE credit courses allow you to learn at your own pace and earn CE credits quickly and easily.
Available Courses:
• The mechanics of Universal Life *NEW*
• Introduction to Whole Life Insurance
• Participating Whole Life for the Children’s Market – A head start for tomorrow
• Path to Success - Expert Advice on Navigating CI Sales
• Ensuring a Compliant, Needs-based Insurance Sale
• Where UL Fits in your product portfolio
• Building your business with Critical Illness insurance
• Harness the Power of Whole Life Cash Value
A few important notes before you get started:
• The programs are hosted on Teachable: https://equitable-life-education.teachable.com
• Username: Please use your email address that you are contracted with
• Password: Equitable
• Please use Google Chrome to access the courses
You can earn CE credits right away when you complete these courses.
Start earning CE Credits!
Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses.
All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
Questions?
Contact your local wholesaler.
Are you having trouble logging in?
Email equitableiimarketing@equitable.ca for assistance. -
Wrapping up 2025 with our new term rates!
Among the most competitive in the market
Equitable® is wrapping up 2025 with our new term rates effective November 22, 2025. Many Canadians view life insurance as unaffordable, with 34% saying cost is the top reason they go without coverage.1 Our new term rates are designed to help address these concerns. They offer flexible and affordable options to help clients get the protection they need.
1 Investment Executive at Survey finds affordability, lack of trust, barriers to buying life insurance | Investment Executive
What’s New:
Updated premium rates for Term coverage, included on:• Term 10, Term 20 and Term 30/65 plans• Including Term Riders on Critical Illness (CI), Whole Life (WL), Equitable Generations® Universal Life (UL) and Equation Generation® IV Universal Life
View our Transition Rules for all the details on processing your applications.
New term rate highlights*:
*Effective November 22, 2025. Our term rates ranked among the best on LifeGuide when compared against top carriers in key markets.
Check out our new term rates for yourself. Run quotes monthly (versus annually) for our best term rates.
Contact your Equitable wholesaler today to learn more!
-
Boost your knowledge and earn CE credits
Need continuing education credits?
Equitable is happy to offer online courses focusing on insurance. The courses allow you to learn at your own pace and earn CE credits quickly and easily. You can earn CE credits right away when you complete these courses. All courses are accredited by Alberta Insurance Council, Insurance Council of Manitoba, The Institute for Advanced Financial Education, and Chambre de la sécurité financière*.
Existing courses:
1. Building your business with critical illness insurance
2. Ensuring a Compliant, Needs-based Insurance Sale
3. Harness the power of whole life cash value
4. Introduction to whole life insurance
5. Path to Success - Expert Advice on Navigating CI Sales
6. Participating whole life for the children's market: A head start for tomorrow
7. The mechanics of universal life
8. Where UL Fits in your Product Portfolio
A few important notes before you get started:
• The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
• Username: Please use your email address that you are contracted with
• Password: Equitable
• Please use Google Chrome to access the courses
Start Earning CE Credits!
Check out the individual insurance online learning centre on EquiNet to stay up to date on new courses.
Questions?
Contact your local wholesaler.
Are you having trouble logging in or accessing certificates?
Email equitableiimarketing@equitable.ca for assistance.
*Please select the course with “QC credits” in the title for La Chambre credits. -
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. -
EZtransact enhancements: New “Internal Transfer” and “Other Institution” options
At Equitable®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact® that give you more flexibility and simplify transfer processes.
What’s new
As of January 22, EZtransact now offers:
• Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
• An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time.
These updates support:
• Advisors working with Individual Wealth clients
• Clients who need to move investments either within Equitable or from another financial institution
To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place.
Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet®. It appears right at the point where you select the financial institution for the transfer.
These updates are designed to:
• Give you more flexibility when managing external transfers
• Remove the need for manual steps or workaround solutions
• Help reduce errors that can happen during manual processing
• Improve efficiency for you and deliver a smoother experience for clients
You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 1, 2026 - [pdf] FundSERV - Schedule "B" Commission Schedule
- [pdf] What's New July 6 2017
-
Equitable Life Group Benefits Bulletin - September 2022
Homewood Health launches Sentio, an upgraded iCBT platform
Equitable Life’s mental health partner, Homewood Health, has launched Sentio, an upgraded platform for Internet-based cognitive behavioural therapy (iCBT). This self-directed platform is now available to all Equitable Life clients, and it replaces Homewood’s previous iCBT platform, i-Volve.
Sentio Self-Directed iCBT is a comprehensive digital cognitive behavioural therapy platform. Developed by Homewood’s mental health experts, it is an action-oriented solution for plan members, giving them practical resources and activities to help with their depression, anxiety and overall mental health challenges.
Available as a standalone app, on mobile, tablet and desktop, Sentio contains over 20 unique treatment goals for issues like stress management, improving sleep, managing depressive thoughts, and coping with panic. Users can work through treatment goals in any order, at their own pace. It also includes tools and resources to help plan members build skills and change their thought patterns.Sentio iCBT benefits
Sentio integrates seamlessly with Homewood Pathfinder so that users can easily locate and take advantage of the iCBT activities available. Sentio also includes a number of unique features:- More interactive features and activities to help plan members build valuable mental health skills
- Integrated symptom measurement and progress tracking
- Interactive multimedia learning and cognitive exercises to enhance learning
- Progress, learnings, and exercises that have been accessed are available to be re-accessed for 12 months
Please contact your Group Account Executive or myFlex Sales Manager if you have any questions.
Streamlining disability claims with Opifiny
Equitable Life is partnering with Opifiny to provide a quicker and more seamless disability claims experience.
Opifiny is an online platform that streamlines the disability claims process for consulting physicians, benefits plan sponsors, and disability plan members. Equitable Life will be using Opifiny for ongoing disability claims management, modernizing the process of gathering medical assessments and information.
Disability claims frequently involve several instances of correspondence between Equitable Life and the plan member’s medical team. By using the secure platform, health care professionals can access, respond to and process medical insurance requests easily from any device. They can typically complete administrative tasks associated with disability claims in a quarter of the time. The platform is secure and protects the privacy of their patients’ confidential information.
By digitizing and modernizing the claims management process for doctors, Equitable Life will have faster access to higher quality claims information. For some claims, using Opifiny may enable Equitable Life to help plan members safely return to work sooner.
Reminder: Obtaining plan member signatures on all administration forms
Please remind your clients that plan members must sign all administration forms, including enrolment forms, benefits change forms, and beneficiary designation forms. Once completed, a plan administrator can keep the form or send it to us. We are not able to accept a beneficiary designation that has not been signed by the plan member. Having appropriately signed forms helps to ensure that any life insurance claims are paid to the intended recipients.
For your clients’ convenience, forms can be signed electronically using one of our approved vendors, which include DocuSign, BambooHR, Adobe Sign, and many more.
If you have questions about providing signed forms, please contact your Group Account Executive or myFlex Sales Manager.
Correction: Coverage for full-time students and dependents with disabilities
In our August edition of eNews, we provided incorrect information about benefits coverage options for over-age dependents. We indicated that over-age dependents who are full-time students may continue to be eligible under the plan member’s benefits plan if they are studying in their home province. However, attending a post-secondary institution in their home province is not a requirement for continued eligibility. Dependents who are full-time students may continue to be eligible for coverage regardless of where in Canada they are attending post-secondary education.
If your clients have any questions about extending coverage for over-age dependents that are full-time students, please notify them of this error.
We apologize for any inconvenience or confusion this may have caused.
-
Policy endorsement: Contracts and group benefits plan booklet updates related to BC PharmaCare Biosi
As we announced in the June 2019 issue of eNews, BC PharmaCare recently introduced a new Biosimilars Initiative that ends coverage of three biologic drugs, including Remicade, Enbrel, and Lantus. These drugs will no longer be eligible in British Columbia for most conditions for which lower-cost biosimilar versions are available. Patients in the province with these conditions will be required to switch to biosimilar versions of these drugs by Nov. 25, 2019 in order to maintain their coverage under BC PharmaCare.
The following table outlines the affected originator drugs and their biosimilars.
Drug Originator Biosimilar etanercept Enbrel® Brenzys®
Erelzi™infliximab Remicade® Inflectra®
Renflexis®insulin glargine Lantus® Basaglar™
Biologics are drugs that are engineered using living organisms, such as yeast and bacteria. Biosimilars are highly similar to the originator drugs they are based on and most have been shown to have no clinically meaningful differences in safety or efficacy.
To ensure this provincial change doesn’t result in your clients' plans paying additional drug costs, we are aligning our drug eligibility for these three biologic drugs with that of BC PharmaCare.
To facilitate this change, we are amending some of the wording in our contracts and booklets, effective Oct. 1, 2019. Below are links to the Endorsement to the Master Policy and the Summary of Master Booklet Wording Changes for those amendments. Please download and save these policy endorsement documents for your files.
In addition, please remind your clients to provide their plan members with a copy of the Summary of Master Booklet Wording Changes. The next time your clients amend their benefits plans, the updated wording will be included in their group benefits plan bookletsDOWNLOAD ENDORSEMENT TO THE MASTER POLICY
DOWNLOAD SUMMARY OF MASTER BOOKLET WORDING CHANGES
As of Nov. 25, 2019, Remicade and Enbrel will no longer be eligible for BC plan members with conditions for which lower-cost biosimilar versions of the drugs are available. These plan members will be required to switch to the biosimilar versions of these drugs in order to maintain eligibility on the Equitable Life drug plan.
We will be communicating with affected claimants in the coming weeks to allow them ample time to change their prescription and avoid any interruptions in their treatment or their coverage.
We intend to take a similar approach to Lantus. However, we are still investigating the options to implement this change. We will be communicating with you in the coming weeks to confirm our approach for this drug.
If you have any questions about this change, please contact your Group Marketing Manager or myFlex Sales Manager.
® and ™ denote trademarks of their respective owners