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Protect clients and yourself from cyber attacks
Cyber criminals are targeting advisors’ computers and email accounts. They are targeting advisors because you have detailed financial information about clients. These attacks put you and clients at risk by exposing private financial data, allowing unauthorized withdrawal attempts, and easing identity theft. A breach can lead to financial loss and a damaged reputation.
How to stay safe:
• Use strong security: Turn on multi-factor authentication, change your passwords often, and make sure passwords are unique.
• Install antivirus or internet software: Use trusted programs such as Norton or McAfee to protect your computer.
• Keep everything updated: Make sure your computer’s operating system and software are up to date.
• Get expert help: Ask an IT professional to check your security system.
• Be careful online: Take cybersecurity training to learn about new threats. Don’t click on suspicious links, including from people you don’t know.
• Have cyber insurance: This can help protect you if something goes wrong. You can usually get it through your E&O provider.
Remember: Cyber criminals also target the public, including client email accounts. They may use a client’s email to send you requests that look real. Call clients to confirm emailed requests, especially if someone asks to withdraw money or change banking information.
Our clients trust you with their financial future. Do everything you can to keep their information safe. -
Get the Straight Talk from Equitable’s public investments expert
Real answers to big questions
When you have questions about par whole life insurance, you need concise, direct insights from leaders and subject matter experts. And that’s where Straight Talk can help!
Straight Talk with Mark Warywoda
What’s really behind consistent long-term performance? Find out in this next episode of Straight Talk, hosted by Rob Hollingsworth, Head of Insurance Distribution.
Watch Mark Warywoda, VP of Public Investments, break down how disciplined sourcing and a scalable strategy help sustain Equitable’s long-term par fund performance.
In case you missed it .... Straight Talk with Mark Arruda
In the first episode of Straight Talk, Mark Arruda, VP of Individual Insurance Pricing and Finance, talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that allow Equitable’s par account to perform at top-tier levels.
Learn more
Learn how Equimax® whole life insurance can benefit clients. Contact your individual insurance wholesaler today.
- [pdf] Custom Quote - Payout Annuity
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From Insight to Inclusion: Engaging Women Investors with Confidence
Ready to help future‑proof your practice?
Create an experience that truly resonates with women investors.
Join our February Master Class, “From Insight to Inclusion: Engaging Women Investors with Confidence.” Learn how to design strategies that help attract, retain and deepen advisory relationships with women – today and for the long term. We will explore why women are essential to building and sustaining a successful advisory business. We will also share practical steps to help you engage them effectively.
We’ll cover:- Why women remain an underserved client group,
- Why inclusion is critical to your business growth, and
- How to develop strategies that help attract and retain women as value clients.
Why attend?- Turn research into real conversations that can build trust.
- Create a clear plan that speaks to women investors.
- Build a repeatable process for prospecting, onboarding and reviews – one that includes women in a meaningful way.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an insightful conversation with Susan Silma – lawyer, former regulator, client‑experience strategist and regular columnist for Investment Executive.
Don’t miss this opportunity.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
- [pdf] Pivotal Select Fund Facts
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EZcomplete Online Application for non face-to-face meetings
Practice self-distancing by conducting non face-to-face sales meetings and completing your applications online.Using our EZcomplete Online Application allows you to keep your distance while keeping your business moving forward.
You can complete applications and obtain the necessary signatures remotely.
Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.
Quick Reference Guide for Life Insurance and Critical Illness
The following resources are available on the EZComplete Online Application page on EquiNet.
Non face-to-face meetings – ID Verification Options
Remote Signing Process
EZcomplete tutorial (video)
EZcomplete FAQ - Special COVID-19 Issue
Read other important COVID-19 related newsQuestions?
Contact your Equitable Life Regional Sales Manager, or the Advisor Services Team (for life and critical illness insurance) at:
Phone: 1.800.668.4095
Email: western-service@equitable.ca mailto:eastern-service@equitable.ca
(BC, AB, SK, MB) (ON, QC, NB, NS, PE, NF) -
Important update regarding all paramedical appointments
Update regarding parameds for NEW and EXISTING cases:
- In the absence of Parameds, the preferred method is to complete the medical questions in EZComplete
- If you didn’t complete the new medical information, then complete the Health Information Form #1878
- If you are unable to complete the 1878 Health Information Form, then you can order a Video EPara through Dynacare or through Equitable
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Equitable Life has made the decision to temporarily stop all face-to-face field service appointments effective immediately to ensure the protection of both our Clients and Examiners. All appointments will be cancelled by ExamOne. Dynacare has already cancelled their appointments.
We are doing this to support social distancing as requested by the Federal and Provincial governments. We are actively working on a plan to provide viable options in the absence of face-to-face paramedical service appointments. This will be communicated shortly.
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Equitable explains individual life and critical illness insurance with client-focused videos!
In today’s busy world, clients need guidance to help them pick the right solutions for their needs. They need quick, easy-to-understand information. With so many options out there, it can get overwhelming to make the right choice.
The same goes for individual life and critical illness insurance. Which type of insurance is right for the client? Advisors can help provide that support and guidance. But perhaps, to get that conversation started, you just need to give clients a little nudge.
We get it. That’s why Equitable has produced a series of client-focused videos to help advisors start those conversations.
Check out our explainer videos below and share them with clients today!
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Want to learn more?
Contact your Equitable Wholesaler – we’re here to help!
® or ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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Client-Focused Videos
A Great Tool to Start Meaningful Conversations with clients
We are committed to helping advisors connect with clients. To support this, Equitable created a video that explains how life and critical illness insurance can provide financial support when the unexpected happens.
This video is a great tool which can help advisors drive those important conversations and guide clients toward the best solution to fit their needs.
You can watch our new video here: English - French
Just a quick reminder, we have also created a series of videos to help clients understand the different insurance options. Share them with your clients today:
● Equimax® participating whole life for children
● Dividends
● EquiLiving® critical illness insurance
● Term life insurance
● Equitable Generations™ universal life insurance
Contact your Equitable Wholesaler – we’re here to help! -
Unique solution can help your business grow in the group benefits market
Are you ready to grow your business in the group benefits market? Then the Equitable EZBenefits™ experience should be on your radar.
Join our online session May 22, at 1 p.m. ET and learn why companies with two to 25 employees are choosing this unique solution. Reasons like affordability, sustainability, and how easy managing the plan is for their members and administrators.
We’ll also explore its features:• Plan design options for various needs and budgets• Embedded health and wellness services• Built-in HR support services• ‘EZ’ process for rapid quotes, hassle-free plan implementation and renewals• Dedicated advisor concierge service
A question-and-answer (Q&A) period will follow the presentation.
Register here to attend our session.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.