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1. Mark Schmehl from Fidelity Investments talks special situations and global innovators with Equitable  ***EXCLUSIVE TO EQUITABLE ADVISORS***
   
   This month, Equitable® welcomes Mark Schmehl, Portfolio Manager from Fidelity Investments Canada®, who will highlight the Special Situations and Global Innovators fund portfolios.
   
   Equitable’s Savings & Retirement webcast series spotlights various aspects of our competitive fund lineup and product offerings. This series will give advisors an opportunity to: 
   • learn more about various products and product features, 
   • hear from industry professionals, 
   • learn about investment strategies; and so much more. 
    

   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 webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. 
   
   Date posted: September 11, 2024
2. Whole Life
3. [pdf] Modify a Household - Equitable GIF
4. [pdf] Equitable Guaranteed Investment Funds – Investment Class
5. About
6. Equitable Life creates guide to accessing virtual healthcare at no cost

   With many health clinics closed and the healthcare system under strain, people are looking to access a doctor and other health providers virtually.

   To make it easier for plan members, we’ve created the Guide to Accessing Virtual Health Care Services on the plan member section of EquitableHealth.ca. This online resource provides information about and links to a range of virtual health services they need to take care of their health and the health of their family during these challenging times.

   The Guide also indicates which services can be accessed for free. In some provinces, online doctor visits are now covered by the public health plan, so there’s no cost to the patient to access them as long as they provide their valid provincial health card. In other provinces, the nominal fee can be claimed on a Health Care Spending Account.

   We will continue to update the Guide as more virtual healthcare providers and services become available.

   View our Guide to Accessing Virtual Healthcare

7. Equitable Life offers more than 60 years of RSP innovation

   
   In 1957, Equitable Life® began offering a Retirement Savings Plan (RSP). That is more than 60 years of RSP innovation in the Canadian marketplace. Today, Equitable Life offers two great accumulating RSP products to meet your clients’ needs.

   • Pivotal Select^TM Segregated Funds

   • Guaranteed Interest Accounts

   These products provide both protection and flexibility for your clients. They also provide the tax savings and benefits of an RSP. Get your clients to start saving to their RSP now. Make RSP contributions a financial priority each year. 
   
   This year’s RSP deadline is March 1, 2022. This will be the last day that an RSP deposit can reduce your clients’ 2021 taxable income.
   
   If your client is looking to convert registered savings to guaranteed income, click here to learn more about Equitable Life’s payout annuity options.
   
   Need additional support? Contact your local Regional Investment Sales Manager today.

8. NEW Process for Applications for Term Conversion to Equimax with Excelerator Deposit Option (EDO) Great news! We are now allowing term conversions to Equimax with EDO with no additional underwriting provided the maximum net amount at risk (NAAR) for the new Equimax policy does not exceed the Term coverage amount being converted. 
    
   We have created an easy-to-use Excel worksheet (1616 worksheet) to help you confirm that the conversion to Equimax with EDO satisfies the NAAR requirement and will assist you with properly completing the Application for Term Conversion (Form 1616). This worksheet is only for use in situations where the term coverage is to be converted to Equimax with EDO and must be submitted along with the signed illustration and completed Application for Term Conversion. The maximum NAAR can be found on the Underwriting page of the illustration report.
    
   The signed Equimax illustration, application and term conversion worksheet should be sent to: inforcelifemail@equitable.ca.
    
   Resources can be found on Equinet:
   • 1616 Application for Term Conversion
   • 1616 Term Conversion Guide
   • 1616 Worksheet
9. FasatWeb Upgrade Implementation At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
    
   What’s new?
   On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
   ● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
   ● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
   ● Compensation Inquiry screens will now have a new look and feel.
   ● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
   1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
   2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
   
   
   
   
   
10. Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.
    
    What's new?
    Dollar cost averaging transaction
    • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
    • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
    • If a client has an active request, you can change the amount, frequency, date, and funds.
    • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
    
    Other recent enhancements include:
    • Segregated fund withdrawals and fund transfers
    • New dashboard for client search, transaction management enhancements and signing process improvements
    See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.
    
    Date posted: December 11, 2024