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  1. Manage your business virtually with Equitable Life

    As an advisor, we know that physical distancing and self-isolation are proving to challenge the business as usual practise. The good news is that Equitable Life® is here to help. Our self-serve and online tools and resources for Savings and Retirement advisors can assist in maintaining a certain degree of daily activity.

    Online Banking
    Help your clients during this time of isolation and self-distancing by letting them know about banking online. Online banking is an easy and convenient way for your clients to make additional contributions to non-registered savings plans, Tax-Free Savings Accounts or even last-minute contributions to a Retirement Savings Plan.

    Deposits will be made according to the instructions on file. Advisors will receive the regular commissions for any deposits made. Please note that all deposits must originate from the policy owner's bank account.

    For more information on using online banking including financial institutions currently registered for direct deposit with Equitable Life, click here.

    EZcomplete for non face to face
    We know that business still needs to happen, even in times of uncertainty. EZcomplete® can help with that. With our non face-to-face functionality, EZcomplete allows you to remotely connect with your clients. Once the online application is complete, EZcomplete sends your client a passcode that gives secure access to review documents and allows your client to provide an electronic signature. You only need to provide your client’s email address.

    EZcomplete makes the process of completing non face-to-face applications more convenient and doing business with Equitable Life EZ. For more information on EZcomplete, click here.
     
    Limited Trading Authorization
    Need to make some fund adjustments for your client? Limited Trading Authorization (LTA) is built into the Pivotal SelectTM and Guaranteed Interest Account applications to simplify the process of submitting client requests. Alternatively, the Limited Trading Authorization Form # 14 can be completed. Discretionary trading is not permitted. The advisor must have documented the client’s instructions in the client file. To learn more, click here.
     
    Client Access
    Does your client need to make changes to a pre-authorized deposit or beneficiary information, address or banking information? Does your client have a Client Access® account? Client Access is Equitable’s secure online client site that connects clients to tools and policy information. To create a new Equitable Client Access account, your client will need to reference the policy number(s). By registering for Equitable Client Access, policyholders and annuitants can make changes and view information such as:

    Details of investment holdings including:

    • Up-to-date market value of investments;

    • Guaranteed Interest Account (GIA) maturity dates and values;

    • Premium amounts, death and maturity guarantees and beneficiary information; and

    • Recent account activity.

    Details of Payout Annuities including:

    • Next payment date;

    • Annual income and payment guarantee details; and

    • Beneficiary and Annuitant information.

    There is also a secure inbox where copies of statements and other correspondence are available. To learn more, click here. 
     

    Need help with any of these resources? Contact our Advisor Services team Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.

  2. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
    • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
    • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
     
    EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
     
    Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Regional Investment Sales Manager. 

    Posted November 27, 2023
  3. [pdf] Borrowing money to save money
  4. [pdf] Daily/Guaranteed Interest Account Advisor Guide
  5. Claims payments and notifications will go fully digital on July 1, 2023 We are committed to providing a better benefits experience. We have secure and convenient digital options to make it easier for plan members to access and use their benefits plan, including EquitableHealth.ca and the EZClaim Mobile app.

    Most plan members are already using these tools to set up email claim notifications and direct deposit. They get their claim updates faster and their claims paid more quickly, right into their bank account.

    To help ensure that all plan members benefit from faster claim payments and notifications, we are making these services fully digital as of July 1, 2023. That means, in most cases, we will no longer mail paper claim cheques or explanation of benefits (EOB) notifications.**

    Plan members who haven’t already activated direct deposit and email notifications will need to activate these services via their plan member account on EquitableHealth.ca. 

    How we’ll help plan members get set up

    Fortunately, it’s simple for plan members to set up these features. And it only takes a few minutes. To make it even easier, we’ve created a Plan Member Guide to Getting Started Online. It includes simple instructions to help plan members use our digital features and get the most from their benefits plan. 

    We have also created a toolkit that plan administrators can email to their plan members to walk them through the simple steps. Access the toolkit here.

    And we’re available to guide plan members who may need help. They can call us at 1.800.265.4556 and select “Plan Member Web Support”. Our Client Care Centre Team is happy to help them activate these services. 

    How we’ll communicate with plan members

    We will start communicating this change to plan members in April. For plan members who aren’t taking advantage of these convenient features, we will send them an email to let them know about the change, with instructions and support on getting set up.

    We will also include an insert with all mailings of paper cheques and EOB notifications sent out. And we will post an announcement and banner on EquitableHealth.ca to let plan members know about the change.
     

    How we’ll support plan members who need extra help or accommodations

    After July 1, 2023, we will follow up with plan members who have not yet activated direct deposit or email notifications for their claims and provide any extra help and support they may need. And, of course, we’ll make exceptions for plan members who aren’t willing or reasonably able to use these features. 

    Questions?

    If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.

    ** Disability claimants will continue to receive paper Explanation of Benefits notifications in the mail. Some pay-direct drug claims will also continue to be paid by cheque.
  6. Online sales illustrations

    Providing you flexibility while on the go. 

    We know how important it is to have tools that provide flexibility and convenience when managing your business. That’s why we created web-based sales illustration tools for easy access. You can create a Term, Critical Illness, Whole Life or Universal Life client illustrations from anywhere, anytime!

    Useful Features:
    • Save illustrations directly to your dashboard. You can revisit, edit, or complete them whenever you want.
    • Our Term and Critical Illness illustrations integrate with EZcomplete®. This means you can move from illustration to application easily, with most fields in the first step filled in automatically.

    Our web-based tools put everything at your fingertips, so you can keep your business moving while on the go. This is just one of many ways we’ve made it easier to do business with Equitable®.

    Try running an illustration today!

    If you have any questions, please reach out to your Equitable Wholesaler.
  7. [pdf] Equitable GIF TFSA Application
  8. Get Client Focused: Turning Compliance into Your Advantage

    Join Equitable Life and guest speaker, April-Lynn Levitt, CFP,  Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings:

    •   Understand the new requirements and the best practices for implementing the new requirements into your practice.

    •   Go beyond “ticking the boxes” to build an exceptional client experience.

    •   Learn to use your review process to stimulate referrals and update compliance documents seamlessly.

    We are pleased to provide you with a recorded version of April-Lynn Levitt’s presentation, “Get Client Focused: Turning Compliance into Your Advantage” click here

    This webinar is available in English only.

    ® denote trademarks of The Equitable Life Insurance Company of Canada.

    Posted June 6, 2023
     
  9. Digital Payment Options for Your Client’s First and Subsequent Annual Payments for Individual Life a This article has been updated to reflect changes to the Pre-Authorized Debit (PAD) for new business annual premiums – see below #2.

    To enhance the ease of doing business with Equitable Life, we have added some additional payment methods to help your clients make their first and subsequent annual premium payments easily.
     
    Three digital payment options for annual premium payments:

       1. Online bill payment - Your client can pay their annual premium easily and quickly by using the online bill payment option through their financial institution. On your client’s banking website, they must set up “EQUITABLE LIFE-INDIVIDUAL LIFE & CI” as a “PAYEE”. Use the 9 (or 7) digit policy number as the “account number” then pay this new “bill”. This is the preferred option for annual payments.  

       2. Pre-Authorized Debit (PAD) - For policies where annual premiums are $2,500 or greater, your client now has the additional option of an annual PAD payment. Your client needs to provide a signed PAD authorization form, or a signed letter of direction that indicates they have read and agree to the terms of the PAD. This is a one-time authorization and needs to be repeated for subsequent annual payments.  

       3. Electronic Funds Transfer (EFT) or Wire Transfer - If online bill payment or a one-time PAD will not meet your client’s needs, such as when transferring funds from another financial institution or business to Equitable Life, and the annual premiums are $20,000 or greater, then an EFT is now an option that is available. A wire transfer is available on an exception basis only and is subject to approval.  

    Please contact your Regional Sales Team or customer service team for further questions.
     
  10. [pdf] Excelerator deposit option Q&A