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  1. 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:

    QDIPC-2023-EN.PNG

    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



     
  2. 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.
  3. Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

    Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business. 
     
    Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
     

    • •   72.2% of financial professionals lose a top client each year1

    • •   61.3% of those financial professionals were “surprised”1

     

    Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
     

    Learn more

    Shannon Labby
    Vice-President, National Investment Sales
    Equitable

    Rob Kochel,
    Director
    Invesco Global Consulting

    Date posted: March 27, 2024

     
    Continuing Education Credits 
    To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only. 
    1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada.
     
  4. Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast, "Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective" to gain answers to these questions and more.

    In this complimentary session, we will explore the economic and market dynamics shaping our current landscape. Equitable’s Mark Warywoda, VP of Public Investments, and Johanna Shaw, Director of Public Investments, will cover critical economic shifts in the Trump 2.0 era. Hosted by Shannon Labby, VP of Investment Sales at Equitable®, this webcast will help you navigate today's financial complexities with confidence.

    Why Attend?

    •  Learn about tariffs: What they are, why they're used, and their effects.
    •  Understand the economic implications of the US Dept. of Government Efficiency (DOGE).
    •  Gain insights from industry experts on investing in uncertain times.
    Don't miss your chance to engage with Equitable’s industry experts and help enhance your advisory services.

    Learn more 

    Continuing Education Credits 
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only. 

    This webcast is available in English only. 

    Date posted: April 10, 2025
     
  5. Individual Insurance Prestige Advisor Program
  6. Prestige Advisor qualifications MGA
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  8. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.

    We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.

    Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
    Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.

    Why attend?
    • Use empathetic questions to understand newcomers’ needs.
    • Map priorities to a simple 12-month financial plan.
    • Build tailored plans for banking, credit, insurance, and investments.

    Don’t miss this opportunity to deepen and elevate your advisory approach.

    Learn more



    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

    This webcast is available in English only.
  9. Congratulations on qualifying as an Elite Advisor
  10. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.

    Featured speakers

    Cam Crosbie, Executive Vice President, Individual Wealth
    Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.

    Dave Irwin, AVP, External Fund Management
    Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:

    - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
    - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
    - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund

    Closing highlights

    Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.

    Learn more
     
    Continuing Education Credits
    This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

    This webcast is available in English only.