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1. Clarification: Dialogue Virtual Healthcare available to add to your clients' benefits plans We recently announced that we are partnering with Dialogue to offer unlimited and on-demand virtual access to primary healthcare practitioners.
    
   The announcement indicated that Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services and is available to add to all Equitable Life benefits plans as of July 1, 2023.
    
   Please note that there is an additional fee to add the service to your clients’ benefits plans. Our original announcement was not clear enough about this.
    
   We apologize for any confusion this may have caused.
    
   If you have questions about Virtual Healthcare, of if you would like to add the service to a client’s plan, please contact your Group Account Executive or myFlex Sales Manager.
2. [pdf] Protecting your plan
3. [pdf] myFlex Options Overview
4. Introducing Empathy – Compassion and care at times of loss
   We’re excited to announce our partnership with Empathy– the company behind the Empathy Loss Support benefit.
   
   As a trusted advisor, you play a vital role in guiding clients through some of life’s most difficult moments. We understand this and believe Empathy can provide vital support at a time of loss. This is why Equitable^® has added this new benefit to all new and existing individual life insurance policies at no additional cost.
   
   About Empathy
   Empathy Loss Support begins when a claim is initiated. When a client’s loved one notifies us, our Client Care Centre connects them to Empathy’s user-friendly app or website. They can choose the Empathy services they need, including human support, and helpful tools. Empathy will help them navigate both the emotional and logistical challenges following a loss.
    

   Introduced to loved ones at time of claim

   Easy to use co-branded app

   Adding value beyond the policy

   Share the good news
   Include Empathy in your client conversations about life insurance. Show clients how Equitable leads with Care, Compassion, and Empathy.  Our commitment to clients is at the heart of everything we do.
   
   To learn more, visit our Empathy page.
   
   Questions?  Please contact your Equitable wholesaler.
   
   
   
   
   
   This loss support benefit is provided by Empathy and is available to all Equitable life beneficiaries aged 18+ years and residing in Canada. Equitable does not have access to the information provided to Empathy and is not responsible or liable for the services provided by Empathy. Empathy does not represent Equitable nor have the right to bind Equitable. Equitable may modify access to or discontinue offering the Empathy service at any time.
   
   Empathy does not provide legal, medical, financial, or accounting advice, nor does Empathy provide mental health diagnosis or treatment. We recommend consulting a professional on such matters.
5. [pdf] Corporately Owned Segregated Funds
6. Short and long-term income solutions from Equitable Life
   Do you have clients without a company pension plan, close to retiring and worried about outliving their savings? Have you talked to them about annuities? Maybe it’s time you did. 
    
   A payout annuity from Equitable Life® provides regular guaranteed income in retirement. Your clients can choose from
    
   • Life Annuity – guaranteed income for life
   • Joint Life Annuity – guaranteed income for two lives
   • Term Certain – guaranteed income for a specific period of time (5 to 30 years)
   • Term Certain to Age 90 – guaranteed income until age 90
    
   There’s no need for your clients to worry about stock market fluctuations or changing interest rates, what better time to add an annuity to your client’s retirement savings strategy.
    
   Payout annuities are an excellent solution for
   
    
   • Converting your savings into retirement income
   • Covering predictable fixed monthly expenses
   • Providing lifetime income
    
   For more information on payout annuities, please click here.
    
    
7. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

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

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
8. Kickoff to 2025 with Equitable - start the new year in the know Equitable^® is here to help you start the new year in the know with expert insights and forecasts for the year ahead. Your host, Joseph Trozzo, Vice President of Investment Sales at Equitable, welcomes:
   
   •  David Irwin, AVP, External Fund Management, Investments at Equitable with an overview of Equitable's segregated funds and forecasts for the coming months.
   •  Kevin Press, Editorial Director for Investment Executive and advisor.ca, with industry insights including:
           • Client questions: interest rates, Trump, and all the rest
           • Market consolidation: advisors are hot properties
           • What comes next: key takeaways from the 2025 capital market forecasts
   Special guest Cam Crosbie, Executive Vice President, Savings & Retirement will also join with Equitable highlights for the coming year.
    

   Learn more

   Date posted: January 8, 2025
9. Videos
10. 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.
    
     

            

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