961 results for life policy 300109556

1. [pdf] Tips for illustrating concepts using WL (Preferred Retirement Solutions using Equimax)
2. [pdf] Tips for illustrating concepts using WL CORPORATE (Preferred Retirement Solutions using Equimax)
3. About
4. Prospecting Letters
5. ALERT! Temporary Suspension of Ground Service – British Columbia
   The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
    
   Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
    
   If you have any questions or concerns, please contact your Regional Sales Manager.
    
    
6. Submit PADs in a fraction of the time? It’s true…

   
   Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!
   
   Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

   • Pick the client's name from your list of clients.

   • Choose the bank account from a list of pre-filled options.

   • Have the client e-sign the form.

   • Hit submit – form is sent to Equitable instantly.

   • Your MGA office receives a copy at the same time.

    
   No more scanning, saving, uploading, emailing, or faxing.
   
   
    
   Get to know EZtransact in time for RRSP season and fast-forward your sales process.
   
   
      
    

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

7. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

    
   
   
   
   
   
   
   
   
   
   
   
   
    
   
   
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   December 6, 2022
    

8. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   December 6, 2022
    

9. Clarification: Dialogue Virtual Healthcare available to add to your clients' benefits plans We recently announced that we are partnering with Dialogue to offer unlimited and on-demand virtual access to primary healthcare practitioners.
    
   The announcement indicated that Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services and is available to add to all Equitable Life benefits plans as of July 1, 2023.
    
   Please note that there is an additional fee to add the service to your clients’ benefits plans. Our original announcement was not clear enough about this.
    
   We apologize for any confusion this may have caused.
    
   If you have questions about Virtual Healthcare, of if you would like to add the service to a client’s plan, please contact your Group Account Executive or myFlex Sales Manager.
10. Introducing Equitable EZBenefits: A better group benefits solution for your small business clients If you serve small business owners, chances are they’re looking for a group benefits solution that’s affordable, sustainable and easy to manage. That’s why we introduced Equitable EZBenefits™. It’s a unique group benefits solution designed with you and your small business clients in mind.
     
    Options to fit every need
    Available to organizations with between 2 and 25 employees, EZBenefits offers a range of plan design options to match different needs and budgets. * Whether your client owns start-up or a growing company, we’ve got them covered. Plan options include a mix of Life, Health and Dental coverage. ** Clients can also add Long-Term Disability (LTD) coverage or a Health Care Spending Account (HCSA).
     
    Embedded services to support health and wellness
    To provide employees with added support for both their physical and mental wellbeing, all our plan design options include:
    • Anytime, online access to medical professionals through our Virtual Healthcare solution from Dialogue,
    • Access to professional counselors – via the telephone, the web or in-person – through our Employee and Family Assistance Program from Homewood Health®, and
    • Online resources to help manage health, financial and family challenges through Homeweb, Homewood Health’s online wellness portal.
    Extra HR support for your clients
    EZBenefits also comes with built-in HR support through Equitable Life’s partnership with HRdownloads® This takes the heavy lifting out of common human resource tasks with HR support tools and services, including:
    • HR Technology: An award-winning cloud-based human resource information system to provide help from onboarding to offboarding and everything in between.
    • HR Content: Access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads.
    • HR Training: A free Workplace Diversity and Inclusion online training course.
    • HR Support: One free Live HR Advice call with a seasoned HR expert.
    A streamlined process to optimize your time
    We know that advising small business clients can be challenging. We’ve created a streamlined benefits process that provides rapid quotes, hassle-free plan implementation, simplified renewals and that is easy to administer. That way, you can spend more time advising your clients and building your business – and less time with administrative back and forth.
     
    Pricing stability for long-term stability
    When it comes to attracting and retaining talent, we know your small business clients are competing with larger organizations that have big budgets and lots of resources. That’s why we’ve designed EZBenefits to provide long-term pricing stability for health and dental benefits.
     
    Find out more
    Watch this video to learn how EZBenefits can help you and your clients. You can also visit info.equitable.ca/ezbenefits for more details or to request a quote. If you have questions, contact your Equitable Life Group Account Executive. If you don't have an Equitable Life Group Account Executive, email us at EZBenefits@equitable.ca.
     
    
    * Not available in Quebec.
    ** Dental coverage is not included with the Bronze plan design option.