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  1. [pdf] Benefits of segregated funds in a TFSA
  2. [pdf] What's New July 6 2017
  3. Equitable Life Group Benefits Bulletin – May 2021

    In this issue:

    • Graduating dependents losing coverage?*  
    • New Brunswick expands the use of biosimilars*
    • Proposed changes to federal recovery and EI benefits*
    • Removal of plan administrator access to update plan member banking*
    • BioScript recognized as one of Canada’s Best Managed Companies*
    *Indicates content that will be shared with your clients
     

    Graduating dependents losing coverage?

    Let plan members know about Coverage2go

    As we reach the end of spring, some of your clients’ plan members may have dependents who are graduating from university or college and will no longer be eligible for coverage under the benefits plan.
     
    Fortunately, we offer Coverage2go®. It allows individuals who are losing their group coverage to purchase personal month-to-month health and dental coverage that is affordable, reliable and works like their previous group benefits plan. They can choose the level of coverage and protection that suits their personal situation.

    There are no medical questions – they simply need to apply within 60 days of losing their health coverage under their group benefits plan.*
     
    Help your plan members and their dependents who are losing coverage by letting them know about Coverage2go. They can visit our website to learn more about Coverage2go and to get a quote.
     
    *Quebec residents are not eligible for Coverage2go

    New Brunswick expands the use of biosimilars

    The New Brunswick government recently announced that it will be implementing a biosimilar transition program.
     
    Patients using originator biologic drugs for diseases such as inflammatory arthritis, inflammatory bowel disease, diabetes and psoriasis, will have until November 30, 2021 to switch to the biosimilar version of their medications in order to maintain coverage under the province’s public drug plans. This process will be completed in consultation with the patients’ physicians.
     
    Biosimilars are highly similar to the drugs they are based on and Health Canada considers them to be equally safe and effective for approved conditions.

    Equitable Life® actively monitors and investigates all biosimilar policy changes and the ongoing evolution of biosimilar drugs entering Canada.  We will keep you informed of any impact on private drug plans and how we are responding.

    Proposed changes to federal recovery and EI benefits

    In its recent 2021 budget, the federal government proposed a variety of changes to its benefit programs.

    The proposed changes include providing up to 12 additional weeks of the Canada Recovery Benefit to a maximum of 50 weeks. The first 12 weeks of this benefit would be paid at $500 per week and the remaining eight weeks at $300 per week. 

    Multiple changes have also been proposed to make Employment Insurance (EI) more accessible to Canadians. The changes include: maintaining uniform access to EI benefits across all regions, supporting multiple job holders and those who switch jobs by ensuring that all insurable hours and employment count towards their eligibility, and simplifying many rules around EI to ensure Canadians can receive benefits sooner. It has also been proposed that the regular EI benefits be extended to no later than November 20, 2021, if needed.

    We are analyzing the impact these changes may have to disability benefits. We will provide more details later in the year. 

    Removal of plan administrator access to update plan member banking

    In early June, plan administrators will no longer be able to update banking information for their plan members on EquitableHealth.ca after their initial enrolment. This change has been made to allow plan members to have full control over where they want their claim payments deposited.

    Plan members can update their banking information online through their plan member web portal or through the EZClaim mobile app. They will continue to be notified via email if and when they make any changes.

    BioScript Solutions recognized as one of Canada’s Best Managed Companies

    Congratulations to our partner, BioScript Solutions, for being recognized as one of Canada’s Best Managed Companies of 2021 by Deloitte.
     
    We have partnered with BioScript since 2016 for our Specialty Drug Preferred Pharmacy Network (PPN). This partnership offers cost savings while providing comprehensive, best-in-class patient care.
     
    BioScript is one of Canada’s leading specialty pharmacies and recently celebrated its 20th anniversary.
     
  4. MER + TER = FER: what it means for clients
  5. [pdf] Custom Quote - DIA/GIA
  6. About
  7. Have you heard about Equitable Client Access?
    Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.

    •   Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
    •   Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
    •   Address or banking information changes? Equitable Client Access has your clients covered.
    •   Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.

    Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:

    •    Insurance coverage and guarantees
    •    Investment allocation, performance and market values
    •    Transaction history
    •    Statements and letters
    •    Advisor contact information, along with so much more.


    If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!

    Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
     
  8. Make It EZ2 EZtransact Contest – Twice As Nice!


    The Make-It-EZ EZtransactTM contest is back by popular demand! This time we are making it twice as nice with one $200 winner each week, and a Grand Prize winner of $2000 at the end of the contest! Just in time for your busy RSP season, EZtransact, makes managing your client’s policies quick and convenient.

    Every EZtransact online transaction submitted between January 24 and April 1, 2022 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on January 31, 2022.

    Click here for to start using EZtransact today.

    New to EZtransact? Click here to try our new EZtransact Sandbox practice site. 

    “Make It EZ2” EZtransactTM Contest: No purchase necessary. Contest period January 24, 2022 to April 1, 2022. Eleven prizes to be awarded, for a total value of $4,000 CAD. Ten weekly prize draws, each for one prize of $200 CAD, to be held every Monday from January 31, 2022 to April 4, 2022. One Grand Prize draw, for one prize of $2,000 CAD, to be held on April 4, 2022. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period. Click here to see full contest rules, including no purchase method of entry.
  9. This year’s RSP contribution deadline is March 1, 2023


    The RSP deadline is fast approaching so whether you are using paper or EZtransact™ here are some important things to remember.

    Issuing New Policy with EZcomplete®

    • All online applications must be digitally signed and submitted and have a date stamp no later than March 1, 2023.


    Issuing New Policy using Paper Application

    • For contributions to qualify for the first 60 days, all paperwork must be completed and signed by March 1, 2023. Equitable Life must receive all paperwork by March 7, 2023.



    Deposits to Existing Policy

    • Advisors can setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place using EZtransact. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can make online deposits to Equitable Life® through their financial institution’s online banking service. Online deposits must be made and have a date stamp by March 1, 2023, to qualify for a 2022 tax receipt. 

    • Clients can also make a new deposit to an existing policy by cheque. The cheque must be dated and signed by March 1, 2023. Equitable Life must receive the cheque no later than March 7, 2023.


    If online banking is being used to fund the policy – either topping up an existing policy or opening a new policy – the online banking transaction must be completed by March 1, 2023, to receive a 2022 tax receipt.


    Please note that cheques and other paperwork cannot be backdated.  They must be completed and signed by March 1, 2023, to qualify for a 2023 tax receipt.


    Don’t forget about the Equitable Life RSP Grow Your Future Contest. We hope you have a great RSP season! 

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.