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  1. Termination
  2. Paramedicals are Re-opening Shortly We are pleased to announce that face-to-face insurance testing paramedical services, including the collection of vitals & fluids, are resuming shortly.  Our service providers, Dynacare and ExamOne, have been monitoring the public health standards and have established standards they will operate under to protect the health of both the applicant and health professionals.
     
    Our commitment to your client’s safety
    It is Equitable Life's commitment that both clients and advisors will be provided clear and thoughtful communication before initiating any testing. Clients should fully understand the potential risks associated with having a paramedical test taken at this time and are always able to choose not to attend the appointment if they do not feel comfortable or safe.
     
    How will paramedical services be conducted?
    Dynacare is conducting appointments at fixed site facilities where clients will travel to the health professional for their appointment. The paramedical questions will be covered by video or telephone to minimize the time spent in the fixed site facility. For more information, see Dynacare’s COVID-19 client guide that will be provided to the client directly.
     
    ExamOne examiners will travel to the client’s home for their appointment and the entire paramedical will be conducted at that time. Information about ExamOne’s COVID-19 processes and their Preparing for my exam client guide will also be provided to the client directy.
     
    When are paramedical services re-opening?
    In person paramedical services for Equitable Life cases will begin opening gradually. We have worked closely with our service providers, the CLHIA & provincial governments and believe it is prudent to begin re-opening services in the provinces that have a lower incidence of COVID-19.  We will expand the schedule as the incidence of COVID-19 lowers or is expected to lower in specific regions.
     
    Please note if you had an order in process prior to services shutting down, the provider will be looking to re-open and complete those orders. If requirements are no longer needed given the non-med limit changes, the order will remain closed.
     
    Schedule for re-opening paramedical services:
    Province Start Date
    Saskatchewan June 1-Dynacare, June 11-ExamOne
    New Brunswick June 8-Dynacare, June 11-ExamOne
    PEI and Newfoundland June 15, Dynacare and ExamOne
    Manitoba June 15, Dynacare and ExamOne
    Alberta June 18, Dynacare and ExamOne
    British Columbia June 22, Dynacare and ExamOne
    Nova Scotia June 22, Dynacare and ExamOne
    Ontario* By June 30, Dynacare and ExamOne
    Quebec * By June 30, Dynacare and ExamOne
     
    Note: Start dates are subject to change based on the progress of COVID-19.
     
    *Ontario & Quebec to re-open regionally (starting with areas with lower incidence of COVID-19). Specifics for Ontario and Quebec will be communicated closer to the implementation dates for these provinces. Further details can be found in this communication.
  3. [pdf] MDRT - Million Dollar Round Table Certifying Letters
  4. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
     
    We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
     
    Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
     
    Looking for more information?
    Additional details regarding the process can be found here and in the FAQ.
    Please contact your Regional Sales Manager if you have any questions.
  5. 2022 brings a new year of retirement savings opportunities

    As a new year begins, you will start to reach out to your clients about the upcoming Retirement Savings Plan deadline, March 1, 2022. This year, connect with your clients through social media, video chats, emails or even in-person. Try Equitable’s Case Studies, Prospecting Letters, Video and Equitable Blog on EquiNet® to make the most of your meetings. Designed for each specific target group, these sales strategies can help initiate a conversation about retirement savings goals.

    To learn more about Retirement Savings Plans, click here.

  6. Replacements
  7. Replacements
  8. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable® has a calculator that can help.

    Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.

    With the calculator, you can:
       •  Show clients how much they might save
    •  Demonstrate how savings can grow over time
    •  Motivate clients to reach their goal

    Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.

    Date posted: September 8, 2025

     
  9. Commission schedule update We’re pleased to share that we’ve released a new and improved Commission Schedule (Schedule “A”), effective October 27, 2025.  

    What’ s new
    • The Commission Schedule (Schedule “A”) now includes all commission details, including FundSERV commissions.
    • The “FundSERV – Producer Commission Schedule (Schedule B)” document has been discontinued.
    • The schedule has been redesigned to offer greater clarity through plain language and improved structure.

    What hasn’t changed
    • There are no changes to any commission rates or provisions.
    If you have any questions, feel free to reach out to your appropriate Director of Investment Sales or Insurance Sales.
     
  10. Here is what our advisors are saying about Equitable’s EZtransact

    You asked US to make EZtransact™ even easier, so we did. We asked YOU to tell us what you think, and you are! Here is what our advisors are saying about Equitable’s EZtransact:

    thumbup-up-thumb-shine-like.png“EZtransact puts Equitable above all our product partners! This was so easy! Thank you!” - Michelle Rolston


    handshake.png“You've done an amazing job with the forms that are so easy to deal with now! Thank you”. - Jane Hanson

    group-team-people.png“You've got this thing running brilliant” - Gerald Kottke

    icon-heart-give-love-hand.png“Love the ease of this!” - Bradley Radke

    In case you missed the most recent updates to EZtransact, advisors can now help clients make segregated fund withdrawals for all account types, and transfer from one fund to another digitally using our self-serve tool. Comments from our advisors since these enhancements were made have been overwhelmingly positive. Thank you!

    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales, or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1-866-884-7427, or email savingsretirement@equitable.ca.

    Date posted: August 22, 2024