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1. About
2. [pdf] Equimax Client Guide
3. Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

   
   
   In 2021, Equitable Life’s^® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:

   • learn more about various products and product features,
   • hear from industry professionals,
   • learn about investment strategies; and so much more.

   This month, Equitable Life welcomes David Irwin, Director, Portfolio Management and Client Relations, Equitable Life of Canada.
   
   Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned.

   Learn More

4. Franklin Templeton
5. Whole Life
6. Submission to Commission - How fast is it?
7. Pre-authorized Debit (PAD) Requirement Scenarios
8. Faster claims processing on Equitable EZClaim Mobile

   Equitable Life now provides real-time processing of massage therapy, physiotherapy and chiropractor claims submitted via the EZClaim® Mobile app.

   That means plan members will be able to find out the status of their claim almost instantaneously. And, for approved claims, they will receive payment even sooner – often in as little as 24 hours.

   Equitable Life plan members can submit all types of health and dental claims via EZClaim Mobile, including co-ordination of benefits and Health Care Spending Account claims. Currently, 43% of all claims are submitted through the user-friendly app.

   “We know plan members love the speed and convenience of EZClaim Mobile,” says Norma Crouse, Assistant Vice-President of Claims and Administration at Equitable Life. “With these enhancements, some claims submitted through the app will be processed and paid even faster.”

   We’re also adding biometric login functionality to allow plan members to sign in to the app using their face or fingerprint. And we’ve redesigned our landing page on the mobile app to make it easier for plan members to navigate the various features of the app.

9. [pdf] Segregated Fund Annual Report - December 31, 2025
10. Online Annuity Quotation