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Have you heard about Equitable Client Access?
Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.
• Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
• Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
• Address or banking information changes? Equitable Client Access has your clients covered.
• Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.
Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:
• Insurance coverage and guarantees
• Investment allocation, performance and market values
• Transaction history
• Statements and letters
• Advisor contact information, along with so much more.
If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!
Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
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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:- Collects the deposit details,
- Pre-populates pre-existing relevant details,
- Alerts you to any missing information,
- Facilitates the signing process and
- 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
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Equitable Life Savings & Retirement Webinar Series features EZtransact
In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series will feature a new topic. The series will also give advisors an opportunity to:
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learn more about various products and product features,
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hear from industry professionals,
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learn about investment strategies; and so much more.
This month, Equitable Life is featuring EZtransact™, a new online tool that allows advisors to submit transactions and collect signatures electronically. With a growing need for digital solutions, Equitable Life’s new EZtransact eliminates the hassle of filling out forms, collecting signatures, submitting copies to your MGA, and being tied down to business hours for submitting transactions. This new online tool complements our existing and highly rated online application tool, EZcomplete.
Join your host, Joseph Trozzo, Investment Sales Vice President as he welcomes Nicole Lemon, Product Manager, Savings and Retirement, Equitable Life of Canada to discuss Equitable Life’s electronic capabilities and to experience a demo for EZtransact.
This webinar is not approved for continuing education credits. This webcast is available in English only.
Learn More
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Make It Easy EZtransact Contest
Welcome EZtransactTM, Equitable Life®’s newest online transaction tool that makes managing your client’s policies quick and convenient.
Every EZtransact online transaction submitted between September 13 and November 26, 2021 gives you the chance to WIN! Eligible non-winning Entries will be carried forward to subsequent Draw Dates. So the sooner you start using EZtransact, the more chances you have to win! First draw will be on September 27, 2021.
One $100 winner each week! With a Grand Prize winner of $1000 at the end of the contest! Want to find out more? Please see the contest rules here. You can also contact us at equitablesrmarketing@equitable.ca.
Click here for to start using EZtransact today.
Make It Easy” EZtransactTM Contest: No purchase necessary. Contest period September 13, 2021 to November 26, 2021. Eleven prizes to be awarded, for a total value of $2,100 CAD. Ten weekly prize draws, each for one prize of $100 CAD, to be held every Monday from September 27, 2021 to November 29, 2021. One Grand Prize draw, for one prize of $1,000 CAD, to be held on November 29, 2021. Correct answer to mathematical skill testing question required to win. Open to legal residents of Canada of the age of majority. Eligible non-winning Entries will be carried forward to subsequent Entry Periods and will be eligible on subsequent Draw Dates. Maximum one weekly draw prize per person. Odds of winning depend on number of eligible Entries received during the Contest Period.
Click here to see full contest rules, including no purchase method of entry. -
Message from Equitable President and CEO Fabien Jeudy
I’m pleased to share our new brand with you. It’s an expression of our renewed purpose and commitment to work together, with our partners, to focus exclusively on our clients, protecting today and preparing tomorrow.
Our commitment to you
The new Equitable® brand signifies our focus on making it even easier to do business with us. To continuously refresh our products to meet the evolving needs of Canadians. And to strengthen our partnerships that enable growth and positive outcomes. The result is an uncompromising commitment to our clients, our partners, our advisors, and our people.
A year of transitioning to our new brand
Over the next year, we’ll make the transition away from our legacy look as our new look starts to emerge. We’ll invest in building more brand awareness so that together we can help even more Canadians. What you should know is that no matter old or new, our commitment is always focused on our clients, together with our partners.
Join us in the journey
We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. I encourage you to reach out to your Equitable point of contact or visit equitable.ca to learn more.
Why Equitable? The Power of Together.
View video on Vimeo.
Equitable’s New Logo.
View video on Vimeo.
Sincerely,
Fabien Jeudy
President and CEO -
Celebrating our wins – 2023 Individual Insurance Marketing Recap
Equitable® would like to wish everyone a Happy New Year and we are looking forward to doing more business together in 2024!
As we start a brand new year, we would like to share with you some highlights of our 2023 initiatives in Individual Insurance. These projects aimed to make it easier to do business and enrich your experience of working with us.
Digital & Administration Enhancements
Our 2023 digital transformation initiatives ensured smoother processes, streamlined operations, and improved user experiences for advisors and clients:
● Digital Transactions for Universal Life Plans
● Text Notifications Keep You Informed on Your New Business
● New Online Policy Loan Form
● EZcomplete Enhancement for Critical Illness
● New Life & CI Application
Product Updates
Equally pivotal were our efforts in enhancing our individual life insurance solutions to empower you to confidently recommend us to clients:
● A Tune-Up for Equimax
● The Equimax Evolution Continues
● Critical Illness Insurance Update
● New Dividend Scale Interest Rate
To learn more about the above initiatives, kindly reach out to your local wholesaler.
Thank you for entrusting us with your business in 2023!
Continue watching for news from Equitable for more great launches and enhancements in 2024!
® or TM denote trademarks of The Equitable Life Insurance Company of Canada -
Take the helm in 2024 with insights from leading investment experts
Find out what our panel of leading investment experts are saying about the markets and how they are positioning their portfolios. Learn about the themes and forces driving markets and where there are opportunities.
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• Equitable Asset Management Group - Dave Irwin, AVP, External Fund Management.
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• Fidelity Investments - Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation (GAA) Group.
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• Franklin Bissett (ClearBridge) Investment Management - Les Stelmach, Senior Vice President, Portfolio Manager.
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• Mackenzie Bluewater Team - Shah Khan, Vice President, Portfolio Manager.
Cam Crosbie, Executive Vice-President, Savings & Retirement will highlight some of the ways Equitable can help make 2024 a great year. We’ve got everything you need and more!
Posted January 3, 2024
Learn more!
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
™ and ® denote trademarks of The Equitable Life Insurance Company of Canada -
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Savings & Retirement - Updated Application Forms
There are some important updates to share with you. The applications listed below have been updated for content and formatting. The changes also include the removal of maximums for Quebec Life Income Funds.Equitable will accept the previous versions until March 31, 2025, but on April 1, 2025, only the new versions will be accepted.
Form # Application New Version Previous Version 1383 Pivotal Select TFSA Application 2024/11/01 2023/05/29 1384 Pivotal Select Registered/Non-Registered Application 2025/01/01 2023/05/29 2086 Pivotal Select FHSA Application 2024/11/01 2023/08/01 796 Daily/Guaranteed Interest Account TFSA Application 2024/11/01 2024/07/01 799 Daily/Guaranteed Interest Account Registered/Non-Registered Application 2025/01/01 2024/07/01 2087 Daily/Guaranteed Interest Account FHSA Application 2024/11/01 2024/07/01
Updated Form Names
Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity.New Name Previous Name When to use Custom Quote – DIA/GIA
(Form # 686)GIA Special Quote Request form Any deposit to the Daily Interest Account or Guaranteed Interest Account that is equal to or greater than $1 million. Payout Annuity - Custom Quote
(Form #687)Payout Annuity Special Quote Request form Any non-standard annuity quote (i.e., exceeds maximum deposit or age, pension matching, etc.)
Simplified Conversion Process for Legacy Products
The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application.
If you have any questions, reach out to your Director, Investment Sales.
Posted January 27, 2025