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  9. Supporting you and your group clients during the COVID-19 pandemic

    We know these are challenging times.

    As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you, your group clients and their plan members.

    We have a robust and well-tested business continuity plan in place and have taken the necessary steps to maintain the high level of service you have come to expect from us. Our business is near 100% digital, so the vast majority of our employees are now working remotely from home and are fully functional. Our Customer Care Centre remains open to support plan members and can be reached at 1.800.265.4556. And our Client Relationship Specialists are available for Plan Administrator questions and support.

    As the situation continues to develop, we know you will have questions about what it means for your clients and their plan members. We have already issued announcements related to Travel Assist coverage for plan members who are outside of the country, and about short-term disability coverage for plan members who are in quarantine or self-isolation. We will continue to provide timely updates as developments unfold.

    All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs. The global situation is evolving rapidly; we ask for your patience as our solutions also evolve quickly and accordingly. Your Group Account Executive and myFlex Sales Manager are well equipped to navigate Equitable Life’s experts and to resolve difficulties.

    These are extraordinary times and history is in the making. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you when it matters most.

  10. Ways to reduce net income after age 71 with Equitable Life
    Your client is contacting you to ask how to reduce net income after age 71. While each client’s situation is unique, here are a few options to consider.
     
    1. Clients with a spouse under the age of 71 can contribute to a spousal Retirement Savings Plan (RSP) up until December 31st of the year the spouse turns 71; provided contribution room is available. This option can also work for those clients over the age of 71 with employment income. This can be useful for small business owners who are still making money over the age of 71 and forced to convert their RSP to a Retirement Income Fund (RIF) or Life Income Fund (LIF).
     
    1. For clients with a RIF or LIF, they can strategically elect to use their spouses’ age to calculate the minimum RIF income payment (minimum and maximum for LIF). The idea being that if there is an age gap between spouses:
    • Your client makes a RIF/LIF minimum payment lower by using the age of the younger spouse. This is beneficial to clients who do not need a lot of income from their RIF/LIF.
    • Your client makes a LIF maximum payment higher by using the age of the older spouse. This is beneficial to clients who want to withdraw as much as possible from their LIFs each year.
     
    To learn more, contact your Regional Investment Sales Manager.
     
     
     
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