Site Search

723 results for check quick PROBLEMGO.COM Buying a get out of jail now pay later plan Poprad

1. Client Access login is changing Equitable wants to keep client’s information safe. Starting in January 2026, all clients will be asked to use an email address to log in to Client Access^®, our secure client website for insurance and investments transactions.
   
   What’s changing?
   In January, all clients must use their email address to log in to Client Access. They will no longer be able to use a username. If clients can’t remember which email they used to register for Client Access, they can simply click “Forgot email” on the login page to get help. If clients use a password, they may need to enter a one-time code sent to their email.
   
   Clients looking for extra security?
   Clients can also create a Passkey. This makes logging in easier and safer.
    
2. [pdf] Investment Direction Form - DIA/GIA
3. [pdf] Withdrawal Request
4. [pdf] DUCA Credit Union Lending Arrangement
5. Equitable Life Group Benefits Bulletin - July 2021

   In this issue:

   • Fabien Jeudy takes over as President and CEO*
   • Reminder: Equitable Life’s Guide to Accessing Virtual Healthcare*
   • Mental health resources for plan members*
   • Recall of Philips CPAP machines*
   *Indicates content that will be shared with your clients
    

   Fabien Jeudy takes over as President and CEO*

   In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5^th, succeeding Ronald Beettam, who is retiring after 16 years with the company.

   Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.

   Reminder: Equitable Life’s Guide to Accessing Virtual Healthcare*

   The demand for virtual healthcare services has increased as the pandemic is driving more people to access their health care providers from home.
    
   Thankfully, many virtual healthcare services are available for free to Canadians with provincial health care coverage. We have created a Guide to Accessing Virtual Healthcare for plan members to easily access a variety of virtual healthcare services. Our guide includes information and links to both free and paid virtual medical care options, including video appointments, health advice over the phone, emergency dental services, and more.
    
   You can find the guide on our website. It’s also available on our plan member website at EquitableHealth.ca.

   Mental health resources for plan members*

   Many Canadians have been experiencing increased levels of stress, anxiety, and depression since the beginning of the COVID-19 pandemic. Through our partnership with Homewood Health^®, all of our clients and their plan members have access to a number of health and wellness resources designed to provide guidance and support.
    
   Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions. Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.
    
   As well, Homewood has a number of resources available to help support plan members dealing with increased anxiety during these uncertain times:
   • Quelling COVID-19 Anxiety
   • Managing stress and anxiety
   • How to speak to children
   • How to stay productive and motivated when working from home
   • The COVID-19 Pandemic: Managing the Impact
   • Support for First Responders, Front Line Workers and Public Facing Employees
   • Financial tips for your financial health
   • Increases in Domestic Violence
   • Those with family members in long-term care facilities
   • COVID-19: Employee Fatigue, Isolation and Loneliness
   Please encourage your clients to share these resources with their plan members. They are also available on our plan member website at EquitableHealth.ca.

   Recall of Philips CPAP machines*

   Last month, electronics company, Philips, issued a recall with Health Canada of some of its Continuous Positive Airway Pressure (CPAP), BiLevel Positive Airway Pressure (BiLevel PAP) devices and Mechanical Ventilators. The recall was issued due to a foam abatement within the machines that can become loose and cause potential health risks.
   
   To qualify for repair or replacement of these devices, users must register their machine on the Philips website. 
    
   CPAP, BiLevel PAP devices and Mechanical Ventilators are eligible for coverage under an HCSA and under some Extended Health Care plans. Plan administrators may want to inform plan members of this recall if the devices are eligible for coverage under their plan. 
    
6. [pdf] Personalized Ads - What does your retirement bucket list include?
7. 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.
    
    
8. Coming March 23, 2020 – Equimax enhancements include 60 months of flexibility to make extra deposits

   The following features will be available on Equimax Estate Builder® and Equimax Wealth Accumulator® plans!   
   
   60 months of Excelerator Deposit Option (EDO) flexibility

   • Up to 60 months to make initial EDO payment or resume stopped or reduced payments. No additional underwriting required. 
   • For approved EDO amounts exceeding $150,000 annually ($12,500 monthly), clients have up to 12 months from the date the EDO application was signed or the date of the last EDO payment to make an EDO payment before a contribution cap may apply.
   • Available on all policies with an effective date of March 23, 2020 or later.
   
   
   
   EDO available on case ratings of 300% or less
   • If a policy already in effect has a rating over 200% and up to and including 300%, the owner can apply to add EDO provided the policy was issued under the 2017 tax rules.
   • Additional underwriting and submission of satisfactory evidence may be required.
   
   
   
   Disability Benefit Disbursement at no extra cost
   • If a life insured becomes disabled from a severe mental or physical impairment as defined in the policy contract, the owner may apply for a tax-free,* lump sum payment of up to 100% of the policy’s cash value.
   • Exclusions apply. See sample policy contract for full details, including the qualifications for the disbursement.
   • Available on all policy issued under the 2017 tax rules.

   
   
   * Tax laws are subject to change. The payment of the disability benefit disbursement may affect the adjusted cost basis (ACB) of the policy as it is considered payment of a capital benefit. Changes in ACB can affect the future taxation of the policy.

   Processing your Application
   To make the transition as smooth as possible, please take a moment to review the following transition rules.
    

9. Online Annuity Quotation
10. Online Annuity Quotation