EquiNet Equitable Life's advisor site

Site Search

698 results for browse official page MAKEMUR.COM Paying to get my daughter out of jail now pay later West Virginia

  1. New! Digital Beneficiary Change Request option for clients (Individual insurance) Great news! Equitable® has introduced a new Digital Beneficiary Change Request option for life insurance clients on Client Access. 

    Clients with eligible plans can now choose to make beneficiary changes directly online. It is another step in Equitable’s journey of enhancing the client experience.

    Which plans are eligible?

    Eligible
    • Individually owned plans with revocable beneficiary designations.
    • Plans with policy owners not living in Quebec.

    Not eligible
    • Plans with irrevocable or preferred beneficiaries.
    • Plans with policy owners living in Quebec.

    Our previous process, using form (#671BCF), has not changed. It continues to be available for those who prefer that option.


    Note: The new Digital Beneficiary Change Request is currently only available to clients. We will be launching an advisor online option soon. Going forward, we will not make self serve transactions available to clients ahead of advisors.

    Learn more: Please contact your local Equitable wholesaler. 
  2. New! Digital Beneficiary Changes – for advisors In July, Equitable® launched a new Digital Beneficiary Change Request option for life insurance clients using Client Access. 

    We have just updated this process for advisors. You can now submit digital beneficiary change requests for eligible clients using Policy Inquiry. No forms needed!

    It’s easy! Just log in to EquiNet®, then select Policy Inquiry from the Menu bar. 

    This simple process is another step in our journey towards enhancing your experience of working with us.










    Which plans are eligible*?
     
    Eligible Not eligible
    Individually or jointly owned plans with revocable beneficiary designations. Plans with irrevocable or preferred beneficiaries.
    Plans where all policy owners are living outside Quebec. Plans with policy owners living in Quebec.

    *These eligibility rules apply to requests made online by both clients and advisors. 

    Our previous ‘manual’ process (using form #671BCF) continues to be available for those who prefer that option.

    Learn more
    Please contact your Equitable wholesaler for more details.




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

  3. Equitable's Fresh Outlook DIA/GIA Contest

     

    CONGRATULATIONS to Immaculata A., Manitoba. Winner of the PRIZE of $1000.
     

    The contest is now over. Thank you to those who participated. 

     

     

    Win with Equitable’s Fresh Outlook DIA/GIA Contest 

    August 1 to October 31, 2024 

     

    ® or TM denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    Fresh Outlook DIA/GIA Contest: No purchase necessary. Contest period is August 1, 2024 to October 31, 2024. One (1) prize to be awarded for a total value of $1,000 CAD. Correct answer to mathematical skill-testing question required to win. 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.

  4. Important Changes to your Equitable EquiNet Login
    We know that in today’s world, you have a lot of logins and passwords to go with them.

    Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.

    This technology is called passkeys.

    A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.

    You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.








    How passkeys will work on EquiNet:
    Passkey.png

    This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.

    All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
     
  5. Introducing Equitable Guaranteed Investment Funds


     

    We’re excited to introduce the next evolution of the product advisors know and trust most. You made segregated funds our #1 wealth solution. Now, we’ve made it even better with enhancements designed to help power your growth and help deliver even more value to clients.

    Discover Equitable Guaranteed Investment Funds™

    • More choice & flexibility when it comes to our investment fund lineup

    • Better pricing advantages including the option for clients to group account values together within a household

    • New features & tools like asset rebalancing to make portfolio management easier

    Individual Wealth is in growth mode — and advisors like you are the reason why.

    If you were already offering our segregated funds to clients or were on the fence about segregated funds altogether, there’s never been a better time to explore Equitable Guaranteed Investment Funds.

     

            explore-(1).png


    Have questions or want a walkthrough? Our team is here to support your success every step of the way. Meet the team.

  6. Passkey: The fastest, safest way to log in to Client Access
    We’ve upgraded the Client Access® portal to make access easier and more secure.

    What’s new?
    • Passkey: The easiest way to log in
    Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
    • Extra protection for email/password users
    For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.

    What you need to know:
    • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
    • “Forgot email” is available to help clients recover the email they need to log in.
    • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
  7. More time to complete and view applications on EZcomplete


    You asked for more time, we listened!
     
    Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.  

    You will now have,
    image-(1).jpg

    There are no changes to EZcomplete’s Sandbox.  Applications in the Practice Site will continue to be deleted after 10 calendar days.

    Take me to the Sandbox

    Take me to EZcomplete

    Play around in the Sandbox with a demo client account.

    Submit your applications today.


    If you have any questions, contact your Regional Investment Sales Manager 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.

     
     
    *Insurance applications currently offer 30 calendar days
    ** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
    ® denote a trademark of The Equitable Life Insurance Company of Canada.
    Posted: January 14, 2023
  8. GIA Coming to the Equitable FHSA Many clients have already taken advantage of Equitable’s First Home Savings Account (FHSA), available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
     
    And now, we’ve got some more great news. We’re working to expand the Equitable® FHSA to include our Guaranteed Interest Account (GIA). But clients don’t need to wait to start earning tax-free income in a FHSA.
     
    If clients want to open a FHSA now but may be interested in an Equitable GIA,  simply choose the No-Load Equitable Money Market Fund Select investment option while we work on including the GIA on FHSA. The current yield to maturity is 5.41% gross.1
     
    We will let you know when the GIA is available in FHSA in the coming months. Once it is available, advisors can speak to clients about the GIA options available in the FHSA and select what best suits their needs.

    Don’t forget, clients who make a contribution to their FHSA, RRSP or TFSA between January 1 and February 29, 2024, could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.2
     
    For more information, please contact your Regional Investment Sales Manager.
     
    1 As of January 16, 2024, 4.06% net after deducting the management expense ratio. Yield to Maturity: the market value weighted-average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.
     
    2 Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024.  Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 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 the full contest rules.

    Posted January 17, 2024

  9. May 2023 eNews

    Update: Introducing changes to our Diabetes Management Program

    Beginning June 1, 2023, we are introducing additional standard drug plan controls as part of our Diabetes Management Program.
     
    The controls will apply to GLP-1 agonists approved by Health Canada for the treatment of diabetes, such as: Adlyxine, Mounjaro, Ozempic, Rybelsus, Trulicity, and Victoza. 
     
    This change will help manage the impact of these high-cost diabetes medications for your clients while continuing to provide plan members with access to effective treatments to manage their disease.
     

    Why are we introducing this change?

    GLP-1 agonists are the highest cost diabetes drugs on the market. Current Diabetes Canada Clinical Practice Guidelines recommend that most Type 2 diabetics begin treatment with lower-cost and equally effective first-line therapies, such as Metformin.
     
    Some GLP-1 agonists are also used “off-label”. In other words, they are often prescribed for conditions for which they have not been approved by Health Canada, such as weight loss.
     
    These additional controls will help ensure that these drugs are used appropriately – only for the treatment of diabetes and only after other first-line treatments have been tried.
     
    If a client wishes to provide coverage for drugs specifically approved by Health Canada for weight loss, we have coverage options available.    
     

    How will this program work?

    Plan members who receive a new prescription for a GLP-1 agonist will need to try a first-line diabetic treatment before they are eligible for coverage of the GLP-1 agonist. If the plan member has previously tried first-line therapies and found them ineffective, they will be eligible for a GLP-1 agonist.
     
    Plan members who are already taking a GLP-1 agonist to treat diabetes will continue to be eligible for coverage. Some claimants may need to provide confirmation of their diabetes diagnosis from their physician or pharmacist in order to maintain coverage. We will provide claimants ample time to confirm their diagnosis.
     

    Questions?

    If you have any questions about these additional standard controls or how they will impact your clients, please contact your Group Account Executive or myFlex Sales Manager.
     

    Coming soon: Survey for plan administrators with recent disability claims

    We are regularly enhancing our communication processes to help your clients with disability plans manage their workplace absences more effectively. Later this month, we will distribute a short survey to plan administrators who have submitted a disability claim in the past six months. The survey will ask recipients about their satisfaction with the frequency and detail of our disability management communications.

    The email will come from GBClientFeedback@equitable.ca, and the survey will remain open until the end of the day on May 19, 2023. All responses will be confidential. Survey respondents will receive the option to provide their contact information so that we can follow up on feedback they have provided.

    We plan to use the feedback to help ensure that we’re meeting your clients’ expectations and delivering industry-leading service.

    In a previous issue of eNews, we published a list of the average dental fee increases for general practitioners based on the latest Provincial and Territorial Dental Association fee guides.

    Since then, the Canadian Life and Health Insurance Association (CLHIA) has updated the 2023 dental fees for some provinces. Provinces with dental fee updates since our previous eNews are bolded and italicized. Equitable Life uses these guides to help determine the reimbursement limits for dental procedures. For your reference, below is the list of the average dental fee increases for general practitioners that will be used by Equitable Life for 2023.
     
  10. How can I help to expedite the contracting process?