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1. Application cloning option now available on EZcomplete As of September 10^th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
    
   This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
    
   Please note the following important details regarding cloning:
    
   • Cloning the application will duplicate all information that has been completed in the existing application into the new application.
   • In the family situation described above, the information about the policy owner should be completed in the original application. The application should then be cloned before entering any information about the insured person, as there will be a different insured person for the new application.
   • Cloning applications can be convenient, but it carries risk. It is imperative that the advisor review every section of the new cloned application to ensure that the information is meant to apply to the new application. If an advisor incorrectly includes information about an individual in the new application, this could give risk to a privacy breach or to liability for the advisor if the questions are answered incorrectly for that individual.
   • If the application was submitted and is no longer on the dashboard you will not have the option to clone it.
   • You will not be able to change the product type on a cloned application so if you need to select a different product, you will need to start a new application.
   • Any documents that were attached to the previous application will not be cloned. The documentation will need to be attached again if required.
   • All information from an existing application will be duplicated to the cloned app up to the Signatures step (step 8). Signatures/advisor report will need to be obtained and completed again on the new cloned application.
    
   Resources
   • EZcomplete FAQ
    
   Please contact your Regional Sales Manager for more information
    
2. December 2022 eNews

   Update: EI Sickness Benefit Extension confirmed for Dec. 18, 2022*

   

   The federal government confirmed on Nov. 25, 2022, that it is extending the Employment Insurance (EI) Sickness Benefits period permanently from 15 weeks to 26 weeks. The change takes effect on Dec. 18, 2022.
    
   Equitable Life will not require or implement any changes to our disability plan designs based on this extension. However, plan sponsors may wish to amend their short-term disability (STD) and long-term disability (LTD) plans and policies to align with the new 26-week EI period.
    
   If your clients choose to amend their plan design in response to this extension, we have created an overview of how amendments may affect common plan design scenarios. Click here to learn more.
   
   If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
    

   QDIPC updates terms and conditions for 2023*

   
   
   Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.
   
   Based on its latest review, QDIPC is revising its pooling levels and fees for 2023 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims:
   
   
   
   We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
   
   If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
   
   *Indicates content that will be shared with your clients
   
   
   
    
3. Announcing our new Travel Assist provider We are pleased to announce that we are partnering with Trident Global Assistance as our new Travel Assist provider, effective June 1, 2023.
    
   Based in Etobicoke, Ontario, Trident provides travel assistance for thousands of Group Benefits plan members. Trident has an experienced leadership team with decades of combined industry expertise. They have both the operational know-how and global networks to provide your clients and their plan members with 24/7 support for their travel health assistance needs.
    
   No action is required from plan sponsors or plan members. For clients with Travel Assist included in their plan, the transition to Trident will be seamless. The phone numbers for Travel Assist will remain the same and there is no requirement to download a new benefits card.
    
   As we previously announced, Allianz Global Assistance, our current Travel Assist provider, is exiting the Canadian group travel administration market. Allianz will continue to accept and support claims and inquiries received before June 1, 2023. All claims and inquiries received June 1 or later will be supported by Trident.
    
   In the meantime, we are working closely with Allianz and Trident to help ensure a smooth and seamless transition for our clients and their plan members.
    
   If you have any questions about the transition to Trident as our new Travel Assist provider, please contact your Group Account Executive or myFlex Sales Manager.
4. See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family
   Ayo’s just returned from maternity leave. Her baby David and her husband are the most cherished people in her life. 
   
   But a neighbour’s cancer diagnosis leaves her wondering how she can protect her family if a serious illness were to affect them. 
   
   Learn why Ayo decided EquiLiving^_® Critical Illness insurance was the right choice for her family.
   
   Watch our new Critical Illness with Equitable Life of Canada video to learn more. View on Vimeo or YouTube.
   
   You can use this video to send to clients before or after meetings to help them understand the benefits of Critical Illness Insurance. Check out our prospecting letter, that you can personalize and send to your clients to tell them about Critical Illness Insurance. 
   
   Plus, visit our Critical Illness product page, then click on the Marketing Materials tab for the latest Critical Illness marketing materials.
   
   Need more information? Please contact your local wholesaler.
   
   
   
   View on Vimeo or YouTube.
   
   
    
   
   ^® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
5. 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
6. [pdf] Payout Annuity Rate Guarantees
7. Secure your GIA rate with Equitable today! The Bank of Canada (BOC) recently cut its key interest rate for a second time this year to 4.5%. As inflation cools and the BOC hints at more interest rate cuts this year, the time has never been better to secure a Guaranteed Interest Account (GIA) rate.
   
   Equitable’s fresh client-focused approach to guaranteed investing means:
   • market leading interest rates¹, with even higher rates available for larger deposits,
   • a full suite of available account types including the First Home Savings Account, and
   • options to invest up to age 95².
   “This is a great opportunity for clients and advisors,” said Cam Crosbie, Executive Vice President of the Savings and Retirement Division at Equitable^®. “These are safe and secure investment solutions with potential for creditor protection, estate planning benefits, and so much more.”
   
   GIAs are simple fixed-income investment products that can provide increased choice and value to a client’s portfolio. Choosing Equitable provides competitive interest rates and protection from market volatility. For more information visit EquiNet^® and don’t forget to register for our interest rate change alert email.
   
   ¹ Equitable has made every effort to ensure accuracy of competitive information as of July 22, 2024. Accuracy is not guaranteed. 
   ² Some available term lengths may be limited starting at age 90.
   ^® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  
   
   Posted August 15
8. Additional details for age and amount increase
9. Take advantage of our online services today!
10. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.
    
    What’s new with this update?
    New dashboard for client search
    • The existing client search screen has been replaced with a new user-friendly dashboard.
    • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
    • Users can refine the results and search by client name or contract number.
    Transaction management
    • Transactions submitted through EZtransact within the last 12 months are available, including their status.
    • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
    • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
      • Signing packages can be resent to clients who have not completed their e-signature.
      • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
    Signing process changes
    • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
    • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales
    
    Date published: October 3, 2024