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  1. Understanding segregated funds and their benefits
  2. Paramedicals are Re-opening Shortly We are pleased to announce that face-to-face insurance testing paramedical services, including the collection of vitals & fluids, are resuming shortly.  Our service providers, Dynacare and ExamOne, have been monitoring the public health standards and have established standards they will operate under to protect the health of both the applicant and health professionals.
     
    Our commitment to your client’s safety
    It is Equitable Life's commitment that both clients and advisors will be provided clear and thoughtful communication before initiating any testing. Clients should fully understand the potential risks associated with having a paramedical test taken at this time and are always able to choose not to attend the appointment if they do not feel comfortable or safe.
     
    How will paramedical services be conducted?
    Dynacare is conducting appointments at fixed site facilities where clients will travel to the health professional for their appointment. The paramedical questions will be covered by video or telephone to minimize the time spent in the fixed site facility. For more information, see Dynacare’s COVID-19 client guide that will be provided to the client directly.
     
    ExamOne examiners will travel to the client’s home for their appointment and the entire paramedical will be conducted at that time. Information about ExamOne’s COVID-19 processes and their Preparing for my exam client guide will also be provided to the client directy.
     
    When are paramedical services re-opening?
    In person paramedical services for Equitable Life cases will begin opening gradually. We have worked closely with our service providers, the CLHIA & provincial governments and believe it is prudent to begin re-opening services in the provinces that have a lower incidence of COVID-19.  We will expand the schedule as the incidence of COVID-19 lowers or is expected to lower in specific regions.
     
    Please note if you had an order in process prior to services shutting down, the provider will be looking to re-open and complete those orders. If requirements are no longer needed given the non-med limit changes, the order will remain closed.
     
    Schedule for re-opening paramedical services:
    Province Start Date
    Saskatchewan June 1-Dynacare, June 11-ExamOne
    New Brunswick June 8-Dynacare, June 11-ExamOne
    PEI and Newfoundland June 15, Dynacare and ExamOne
    Manitoba June 15, Dynacare and ExamOne
    Alberta June 18, Dynacare and ExamOne
    British Columbia June 22, Dynacare and ExamOne
    Nova Scotia June 22, Dynacare and ExamOne
    Ontario* By June 30, Dynacare and ExamOne
    Quebec * By June 30, Dynacare and ExamOne
     
    Note: Start dates are subject to change based on the progress of COVID-19.
     
    *Ontario & Quebec to re-open regionally (starting with areas with lower incidence of COVID-19). Specifics for Ontario and Quebec will be communicated closer to the implementation dates for these provinces. Further details can be found in this communication.
  3. Choosing the right funds
  4. [pdf] Path to Success - Overcoming Objections: I Can Use My Own Money
  5. [pdf] Retirement Income Fund Understanding minimum withdrawal percentages
  6. [pdf] Introducing Equitable
  7. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 

    When do you need to send a LIRD to Equitable®?

    Refer to our: LIRD requirements by province     

    Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 

    If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 

    Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.

    Note: The LIRD does not terminate the original policy; it indicates intent to do so.

    Questions? Please contact your local Equitable wholesaler if you need additional information.

    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
  8. What is the process for terminating an advisor contract?
  9. [pdf] Non-Face to Face Meetings ID Verification