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  1. NEW – Online courses for CE Credits from Individual Insurance Needing continuing education credits?
    Equitable® is excited to introduce two new online courses focusing on Universal Life and Critical Illness insurance that provide immediate CE credits upon completion. The courses allow you to learn at your own pace and earn CE Credits quickly and easily. Both courses are accredited by AIC, ICM, the Institute, and La Chambre*.
     
    New courses:
    1) Where UL fits in your product portfolio
    2) Building your business with Critical Illness insurance
     
    A few important notes before you get started:
    ● The programs are hosted on Teachable: https://equitable-life-education.teachable.com/
    ● Username: Please use your email that you are contracted with.
    ● Password: Equitable
    ● Please use Google Chrome to access the courses.

    get-started-sm-(1).png

    Check out our new individual insurance online learning centre on EquiNet® to stay up to date on new courses and find out more information on the topics provided. While you’re there, don’t forget to take our Path to Success course!
     
    Questions?
    Contact your local wholesaler.
     
    Are you having trouble logging in?
    Email equitablelifemarketing@equitable.ca for assistance.
     

     
    *Please select the course with “QC credits” in the title for La Chambre credits.
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  2. [pdf] Life Quick Reference Guide
  3. Path to Success modules now available on EquiNet!
    The Path to Success Critical Illness course module PDFs and videos are now available on the Critical Illness EquiNet page. The Path to Success program gives you access to specialized topics about Critical Illness Insurance, why it matters for your clients, and how to make an effective sale.

    Learn about:
    - Overcoming objections to Critical Illness Insurance
    - Pivoting from other products to Critical Illness Insurance
    - How to position and design the Critical Illness solution
    …and more!

    We have made the expert information from Path to Success available to you to review at anytime. However, if you wish to earn CE credits, you may continue to access the course through our Path to Success program website.

    Questions about the program? Visit the Critical Illness page on EquiNet or contact your local wholesaler.
  4. Welcome EZtransact from Equitable Life
    On July 28, 2021, Savings & Retirement is launching online transactions for segregated funds. A new way to make managing your client’s policies quick and convenient. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, facilitating signatures yourself, submitting copies to your MGA and being tied down to business hours for submitting transactions.

    Available on EquiNet's secure website, EZtransact’s first service will allow advisors to setup a one-time or recurring deposit or edit an existing pre-authorized debit already in place. In just five simple steps, EZtransact:
    1. Collects the deposit details,
    2. Pre-populates pre-existing relevant details,
    3. Alerts you to any missing information,
    4. Facilitates the signing process and
    5. Sends a copy of the transaction to your MGA, eliminating any need for duplicate copies, or additional steps.

    “We are excited to be able to launch a new digital solution for our advisors”, said Vice-President, Savings and Retirement, Judy Williams. “We feel this new application complements our existing highly rated EZcomplete® online application process. With both solutions available to advisors, we are making it even easier to do business with Equitable Life”.

    If you are already registered with EquiNet, go online today, and give EZtransact a try. If you are not registered, contact your local Regional Investment Sales Manager or, call our Advisor Services Team to have a Regional Investment Sales Manager in your area contact you.
     

    To learn more, click here. 


    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
  5. January 2026 eNews

    In this issue:

    Meet the next generation of myFlex Benefits® for small business
    Coming soon: A consistent login experience for Equitable Client Access® and EquitableHealth.ca®
    QDIPC updates terms and conditions for 2026*

    *We will share this content with your clients.

     

    Meet the next generation of myFlex Benefits® for small business


    Discover the newly enhanced myFlex Benefits®— Equitable’s game-changing solution for small businesses that now includes more flexible, affordable coverage options shaped by advisor feedback.

     

    Join our virtual session to see how myFlex Benefits can help your clients grow and thrive.

     

    Webinar: How to grow your block with flexible solutions
    Tuesday, Feb. 3 | 10–11 a.m. PT / 1–2 p.m. ET
    Register here

     

    The session will be held in English only.

     

    Coming soon: A consistent login experience for Equitable Client Access and EquitableHealth.ca

     

    Starting this month, users logging in to Equitable Client Access®, the secure website for our Individual Insurance and Wealth clients, will need to enter their email address instead of a username. This change will make the Client Access login experience easier and even more secure.

     

    Streamlining the login experience for group benefits clients

     

    When this change takes effect, clients who use the same email address to log into Client Access and EquitableHealth.ca will use one password for both sites.

     

    If a client updates their password on one site, the password for the other site will also automatically update—so they’ll always use the same credentials for both platforms.
     

    Clients who can’t remember the email address we have on file can click ‘Forgot email’ on the Client Access login page.

     

    For added security, a client logging into Client Access may be prompted to enter a one-time code that’s sent to them via email before they can log in.

     

    We will inform clients who have Client Access and EquitableHealth.ca accounts about these changes via email.

     

    Safer, simpler account access

     

    Logging in doesn’t need to include a password. Clients can save time logging in to Client Access and EquitableHealth.ca by creating a passkey.

     

    Passkeys use a person’s face or fingerprint to quickly authenticate their identity – adding an extra layer of protection to their account and eliminating the need to enter a password. And by logging in to the Client Access site with a passkey, clients won’t be asked to enter a one-time code.

     

    Creating a passkey is easy. The following video shows group benefits clients how to create a passkey to log in to EquitableHealth.ca.

     

    Clients who use the same email address to log into Client Access and EquitableHealth.ca will be able to use the same passkey to access both sites. If someone has registered for both sites with different email addresses, they’ll need to create separate passkeys.

     

    QDIPC updates terms and conditions for 2026

     

    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 2026 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.

     

    Please note: QDIPC plans to redefine its group sizes in 2027. For more information on how group sizes will change in 2027, visit QDIPC's Terms and Conditions of Pooling.


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

  6. [pdf] Authorization to Release Evidence
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  8. [pdf] Harnessing the power of your cash value