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  1. Individual Insurance Marketing Materials
  2. Let’s “Talk Money”: From first savings to retirement income
    Financial Literacy Month may be ending, but the conversation shouldn’t.

    Talking with an advisor helps normalize money conversations— including discussions on saving, spending, managing debt, and more. This can help clients feel better and make smarter financial choices. As an advisor, you can guide clients from their first savings through to retirement with Equitable® .

    Starting out? Clients can consider:
    Tax-Free Savings Account (TFSA)
    Save for short- or long-term goals and take out money anytime, tax-free.

    First Home Savings Account (FHSA)
    Save up to $40,000 tax-free for a first home. Contributions may be tax-deductible, and withdrawals are tax-free for buying a qualifying home.

    Growing wealth? Clients can consider:
    Registered Retirement Savings Plan (RRSP)
    Contributions may be tax-deductible. Good for long-term savings—money grows tax-free until retirement.

    Guaranteed Interest Account (GIA) / Daily Interest Account (DIA)
    Earn steady interest with flexible terms. Available in a TFSA, RRSP, and FHSA.

    Retirement ready? Clients can consider:
    Payout annuities
    Guaranteed income for life or a set time. Helps make sure savings last.
     

    Resources to support these conversations
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    Use our easy online tools: EZcomplete®  to apply and EZtransact™ for transactions. Let’s help Canadians save smarter—one step at a time. When we work together, success is mutual.

    Reach out to your Director, Investment Sales if you have questions.
  3. [pdf] Claimant’s Statement – Entities
  4. Submission to Commission - How fast is it?
  5. Path to Success Module 4
  6. [pdf] Investment Direction - Legacy
  7. Individual Insurance
  8. Policy Change eDelivery
  9. Digital tools for your clients and their plan members

    In this issue:

    • Digital tools for your clients and their plan members*
    • QDIPC updates terms and conditions for 2024*
    *Indicates content that will be shared with your clients.
     

    Digital tools for your clients and their plan members*

    Do your clients know how to use all the available digital tools in their Equitable® benefits plans? With useful features for both plan administrators and their members, it’s even easier for your clients to access their plans online. 

    Tools for plan administrators

    • Our online plan member enrolment tool lets groups and administrators add new plan members online without completing paper forms
    • The EquitableHealth.ca plan administrator portal makes it easy for plan administrators to manage their plan anytime and anywhere. Helpful features include:
      • A premium calculator to calculate monthly costs for plan members
      • A simple process for updating plan member information
    • Digital welcome kits provide personalized information directly to plan members through email
    • Easy, automated payment options help plan administrators avoid missed payments by offering pre-authorized debit or electronic funds transfer

    Tools for plan members

    • Our plan member portal at EquitableHealth.ca provides secure, 24/7 access to claims history and coverage details. It also lets members submit claims, and includes health and wellness resources
    • Electronic notifications and claims payments give plan members claim updates via email and deposit payments directly into their bank account
    • The Equitable EZClaim® mobile app lets plan members submit claims quickly and securely on-the-go from their mobile device
    • Digital benefits cards give plan members the convenience to access their benefits cards easily from a mobile device

    Help with digital benefits tools

    We’ve created a brochure and video guide to help plan members use digital tools for a smoother, more convenient benefits experience. 

    Plan members can contact us at 1.800.265.4556 and select the option for Web Support if they need further assistance.
     

    QDIPC updates terms and conditions for 2024*

    Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.

    Based on its latest review, QDIPC is revising its pooling levels and fees for 2024 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. These updates take effect January 1, 2024. You can view the updates here.

    We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.

    If you have any questions, please contact your Group Account Executive or myFlex Account Executive.

     
  10. [pdf] Investment Direction - Equitable GIF