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  1. [pdf] FHSA to RSP/RIF Conversion
  2. Faster claims processing on Equitable EZClaim Mobile

    Equitable Life now provides real-time processing of massage therapy, physiotherapy and chiropractor claims submitted via the EZClaim® Mobile app.

    That means plan members will be able to find out the status of their claim almost instantaneously. And, for approved claims, they will receive payment even sooner – often in as little as 24 hours.

    Equitable Life plan members can submit all types of health and dental claims via EZClaim Mobile, including co-ordination of benefits and Health Care Spending Account claims. Currently, 43% of all claims are submitted through the user-friendly app.

    “We know plan members love the speed and convenience of EZClaim Mobile,” says Norma Crouse, Assistant Vice-President of Claims and Administration at Equitable Life. “With these enhancements, some claims submitted through the app will be processed and paid even faster.”

    We’re also adding biometric login functionality to allow plan members to sign in to the app using their face or fingerprint. And we’ve redesigned our landing page on the mobile app to make it easier for plan members to navigate the various features of the app.

  3. Retirement Income Options from Equitable Life
    If you have clients who are reaching retirement age and have a Retirement Savings Plan or locked-in funds from a previous employer, the government requires them to convert these plans by December 31 of the year they turn 71.
     
    If your client is converting a plan, ask them about other existing assets. This is a great opportunity for your client to consolidate assets from other providers; and for you to discuss a lower management fee through Equitable Life’s Pivotal Select Preferred Pricing Program.
     
    For more information on the options available for clients who are reaching retirement age and the advantages of each, check out the following materials.
       
    To learn more about Equitable’s Preferred Pricing Program, please click here.
  4. Online banking makes RSP season easier
    March 1, 2021 is the deadline for clients to make Retirement Savings Plan (RSP) contributions within the first 60 days and that date is quickly approaching! Why not alleviate some stress by having your clients make their deposits using online banking?

    To get started with online banking, clients simply log in to their online bank account and select the option to add a new bill/payee and search for Equitable Life Savings Plan. The Equitable Life savings plan policy number will serve as the account number.

    Clients that complete their deposits using online banking don’t have to stress about mailing a cheque. Or worry about whether the money will make it to head office in time for the deadline. Deposits are applied based on the investment direction on file.

    Deposits can be made to RSPs as well as Tax-Free Savings Accounts and non-registered accounts. The minimum deposit is $50 per fund and $500 per Guaranteed Deposit Account (GDA).

    To learn more, click here. More questions? Reach out to your local Regional Investment Sales Manager.
     
  5. Going digital with Pivotal Select Fund Facts
    Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
     
    Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
     
    1. Clients receive the information quickly and conveniently.
    2. Advisors are confident clients are receiving the most current version available.
    3. Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
     
    Make it easy and convenient by getting in the habit of going digital.
        
    Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  6. Text Notifications keep you informed in real time on your Equitable individual insurance business Our text notification program that we launched a year ago has been very successful. Thousands of tech-savvy advisors like yourself are currently taking advantage of text message updates on their Equitable new business application status.
     
    Approximately 70% of new Equitable insurance applications submitted are choosing to receive real-time status updates via text notifications.
     
    Not using Text Notifications yet?
    To opt-in, next time you submit an online insurance application, simply check 'Yes' on the Advisor Report when asked “Would you like to receive text notifications (SMS) regarding this application?”  You can opt-out at anytime by texting "Stop."
     
    Questions? Contact your wholesaler for more information.
  7. Making it easy to do business with us

    Online Term illustration now auto-populates the application 

    We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application. 

    We’ve designed the online illustration to be intuitive so you can fill in client details with ease. 
    ●  Select term plans and coverages of choice, then get an illustration report in minutes. 
    ●  You can save your web illustration progress at any time and view it from the online application dashboard. 
    ●  We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application. 

    New: You can create a term illustration without logging in to EquiNet.   

    We are taking another step in the journey towards enhancing the ways we do business. 




    Check out this update on the new Illustrations page on EquiNet®! 

    Learn more

    Have further questions? Your Equitable Wholesaler is here to help!

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
     
  8. Save time on your DIA/GIA applications with EZcomplete

    Save time on your Daily Interest Account and Guaranteed Interest Account applications with Equitable’s EZcomplete®. Recently launched on Equitable’s electronic application platform, EZcomplete takes the hassle out of completing applications.

    EZcomplete applications are available for:
    •   Daily/Guaranteed Interest Accounts
    •   Pivotal Select™ segregated funds
    •   Equitable Generations™ universal life insurance
    •   Equimax® participating whole life insurance
    •   EquiLiving® critical illness insurance

    Did you know:
    •   Applications settle faster due to significantly fewer “NIGOs” (not in good order).
    •   The electronic signature process is seamless, and ideal for in-person or remote applications.
    •   EZcomplete delivers point-of-sale materials directly to clients.
    •   Only the relevant sections display, reducing complexity, and simplifying the application process.

    Just another reason to do business with Equitable. Go online today! Log in to EquiNet® and click on the EZcomplete icon on the menu bar.

    Date posted: October 8, 2024

  9. What’s new in EZtransact We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:

    •  Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.

    •  Transfer from one fund to another fund digitally, within the same policy and same sales charge options.

    These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients. 

    Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Director, Investment Sales. 


    Date posted: July 11, 2024