Site Search

550 results for visit website quick PROBLEMGO.com Need to hire someone to get my IRS audit to stop

1. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
2. How to talk to clients about CI when they don’t want to
   Does this sound familiar? 
   
   You’re having a chat with your client about Critical Illness insurance. They suddenly interject: “Critical illness insurance isn’t for me.”
   
   “Why is that?” you ask. 
   
   “Because….
   -  Critical Illness insurance is expensive!
   -  I don’t understand what it covers exactly.
   -  I have money to cover me if I get sick, so I don’t need this.
   -  I’m healthy enough.
   -  It’s not life insurance, so I don’t need it right now. 
   -  I already have disability coverage through my work.”
   
   If you’ve heard any of these responses, and didn’t know how to respond, we can help. 
   
   
   Our Path to Success program covers all these objections and more with simple-to-follow PDFs and videos. You’ll learn conversation strategies and tips on how to navigate the sale. Most importantly, you’ll know exactly what to say the next time a client objects to Critical Illness insurance. 
   
   Want to learn more? Check out our CI Path to Success modules here!
   
   Need CE credits? Take our Path to Success program here. 
3. 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.
    

   Introduced to loved ones at time of claim

   Easy to use co-branded app

   Adding value beyond the policy

   Share the good news
   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.
4. [pdf] Equitable GIF Non-Registered Application
5. [pdf] Pivotal Select Application - Registered/Non-Registered
6. [pdf] Pivotal Solutions Fund Facts
7. With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them The Equitable™ First Home Savings Account is off and running! Thanks to your amazing support, many clients have already taken advantage of the great benefits the FHSA has to offer. Let’s keep the momentum going.
   
   Clients don’t need to wait to start making their dream of home ownership a reality!
   
   With the Equitable FHSA they can put their money to work right away.  Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100), the Equitable FHSA offers clients an array of investment products to suit their individual needs and risk tolerance.
   
   Don’t wait. Get clients started today!
   
   And, clients who open a FHSA before December 31, 2023, have a chance to win $8,000 towards their 2024 FHSA contribution. And, the advisor wins $2,000!   
   
   To open a FHSA for clients, log into EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  
   
   For more information on FHSA, including a FAQ, and client materials, visit EquiNet® or contact your Regional Investment Sales Manager.  
   
   ® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. 
   
   Equitable FHSA Contest: No purchase necessary. Contest period September 11 to December 31, 2023. Enter by making a deposit to an Equitable FHSA during the contest period or by submitting a no-purchase entry. One prize for a total value of $8,000 CAD to be drawn on January 16, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner will receive a $2,000 CAD prize. For example, if an Equitable client is a winner of the $8,000 prize, the client’s servicing advisor wins a $2,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see full contest rules.
   
   Posted November 7, 2023
8. Path to Success Module 2
9. DBRS Morningstar Confirms Ratings on Equitable Life at A (high), Stable Trends DBRS Limited (DBRS Morningstar) confirmed the Financial Strength Rating and Issuer Rating of The Equitable Life Insurance Company of Canada at A (high). All trends are Stable.¹
   
   Visit the DBRS website to read the full media release. www.dbrsmorningstar.com
   
   
   ¹ https://www.dbrsmorningstar.com/research/419296/dbrs-morningstar-confirms-ratings-on-the-equitable-life-insurance-company-of-canada-at-a-high-stable-trends
10. Extending Homeweb to plan members who are losing coverage

    We know these are difficult times for Canadian employers and their employees.

    As businesses temporarily suspend operations to help stop the spread of COVID-19, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

    So we are pleased to announce that Homewood Health^® and Equitable Life^® will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

    Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

    • iVolve, Homewood’s online self-directed Cognitive Behavioural Therapy treatment tool to help manage mild to moderate anxiety and depression;
    • Resources and information to support themselves and their family members through the COVID-19 pandemic;
    • An interactive online Health Risk Assessment to help identify and address health risks; and
    • An online library of interactive tools, assessments and 20 different e-courses that allow each user to learn at his/her own pace.

    This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.