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A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
A message from Cam Crosbie
It's been another exciting year of growth at Equitable and there's more to come in 2026!
In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients.
Please take a few minutes to watch the video.
Wishing you continued success,
Cam Crosbie, Exectuive Vice-President, Individual Wealth
Equitable -
Notice of MER revision on Equitable GIF
We have incorrectly displayed MERs for four Equitable GIFTM funds. We have corrected these errors and apologize for this oversight.
Impacted Funds
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Equitable Vanguard Canada Index ETF
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Equitable Vanguard Canadian Aggregate Bond Index ETF
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Equitable Invesco NASDAQ 100 Index ETF
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Equitable Invesco S&P 500 Equal Weight Index ETF
All forms and Fund Facts have been updated and are available on EquiNet®. Please use these versions going forward and discard any paper copies of Equitable GIF Fees and Fund Codes (form #2256).
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- [pdf] Online Plan Member Enrolment Quick Reference Guide
- [pdf] S&R Quick Reference Guide
- [pdf] Third Party Form
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Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
Equitable® wants to help clients achieve their financial goals in 2024.If they win, you win! The draw will be held March 20, 2024.
Clients could win $5,000 and you could win $1,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest.
How it works:
The client makes a contribution between January 1 and February 29, 2024 to one or more of these accounts:
Equitable is dedicated to offering clients the products, the services, and the choices that best suit their needs. We provide multiple sales charge options, three distinct guarantee classes, and a diverse selection of investment funds.
Speak to your Regional Investment Sales Manager to learn more.
Posted: December 14, 2023
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Equitable’s New Year’s Resolution, New Year’s Contribution Contest: No purchase necessary. Contest period January 1, 2024, to February 29, 2024. Enter by making a deposit to an Equitable FHSA, TFSA or RRSP during the contest period or by submitting a no-purchase entry. One prize for a total value of $5,000 CAD to be drawn on March 8, 2024, will be awarded. The servicing advisor for the policy to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules. - [pdf] How to access in-force illustrations
- [pdf] Replacement requirements by province
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Equitable Life Group Benefits Bulletin - November 2022
The importance of timely plan member eligibility updates*
Effective Dec. 1, 2022, we are implementing a revised process for managing plan member and dependent health and dental claims that have been incurred and paid after coverage has been terminated. This new process is consistent with industry practices.
If health or dental claims have been incurred and paid after a plan member’s termination date but before we received notice of the termination, we will align the plan member’s or dependent’s termination date with the service date of the last paid claim, retaining premiums up until that date.
If no claims have been incurred and paid after the termination date, Equitable Life will process the termination as requested and refund any excess premium, subject to a maximum premium refund credit of three months.
Currently, we process the termination as requested and attempt to recover any claim overpayments directly from the plan member. We then refund any excess premiums that have been paid, subject to the maximum refund credit amount.
To avoid claims being incurred and paid after a plan member’s termination date, it is important for your clients to update plan member and dependent eligibility dates on or before the effective date of the change.
If you have any questions about the process your clients should follow for updating plan member eligibility, please contact your Group Account Executive or myFlex Sales Manager.QuickAssess®: Absence and accommodation request review services*
It can be difficult to navigate chronic or complex cases of absenteeism or accommodation requests. That’s where QuickAssess® can help.
QuickAssess is an optional, fee-per-use service that can provide your clients with an unbiased, timely assessment of complex plan member absences and workplace accommodation requests. Our disability experts can provide recommendations to help your clients manage:- Workplace absences
- Chronic or patterned absenteeism
- Requests to modify workplaces or duties
- Return-to-work coordination
- Employee Insurance sick leaves
For more information on using QuickAssess, including eligibility requirements, please contact your Group Account Executive or myFlex Sales Manager.
**Within two business days of receiving a completed QuickAssess Absence and Accommodation Review Referral Form and all required information. For more complex referrals, more time will be required.Finding a health care provider with TELUS eClaims direct billing*
By visiting TELUS’s Find a Provider page, your clients’ plan members can now easily search for paramedical and vision providers who are registered on the TELUS Health eClaims network and who can submit claims directly to us on behalf of their patients. Searches can be filtered by postal code to help plan members find the most convenient provider options.
As our direct billing provider for pharmacy, vision and paramedical claims, TELUS Health has an extensive network of 70,000 health care providers that provide direct billing to streamline the claims process.
Please note, plan members should always check Equitable Life’s list of de-listed providers before selecting a health care provider. The list is available for your clients and their plan members on EquitableHealth.ca, and is updated regularly.
For more information about TELUS eClaims, please contact your Group Account Executive or myFlex Sales Manager.First phase of the Canada Dental Benefit proposed for Dec. 1, 2022*
The federal government’s new Canada Dental Benefit is proposed to take effect on Dec. 1, 2022, subject to Parliamentary approval. The program will cover eligible expenses retroactive to Oct. 1, 2022, and this first phase would apply to Canadians under 12 years of age.
If implemented, the Canada Dental Benefit will provide dental care to Canadian families with under $90,000 adjusted net income annually. By 2025, the federal government expects to extend the benefit to children under 18, senior citizens and Canadians with disabilities.
Parents or guardians will be required to apply for this coverage through the Canada Revenue Agency (CRA) and must not have private dental coverage for the child(ren).
This new program will have no impact on your clients’ dental coverage and no action is required on their part.
* Indicates content that will be shared with your clients.