985 results for life policy 300109556

1. Extending Homeweb to plan members who are losing coverage

   We know these are difficult times for Canadian employers and their employees.

   As businesses temporarily suspend operations to help stop the spread of COVID-19, some employers have had to make the difficult decision to temporarily lay off employees or put their benefits coverage on hold.

   So we are pleased to announce that Homewood Health^® and Equitable Life^® will extend access to Homeweb, a personalized online mental health and wellness portal, for up to 120 days for plan members who have temporarily lost their benefits coverage due to COVID-19.

   Employees and their family members will continue to have access to the Homeweb website and mobile app, including:

   • iVolve, Homewood’s online self-directed Cognitive Behavioural Therapy treatment tool to help manage mild to moderate anxiety and depression;
   • Resources and information to support themselves and their family members through the COVID-19 pandemic;
   • An interactive online Health Risk Assessment to help identify and address health risks; and
   • An online library of interactive tools, assessments and 20 different e-courses that allow each user to learn at his/her own pace.

   This will allow businesses undergoing financial hardship to provide some support to employees who are temporarily without benefits coverage.

2. An Exciting Fund Lineup Offered with Equitable Generations Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21^st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
   
   Fund Features of Equitable Generations:
   
   ● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
   ● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
   ● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
   
   Learn more about our new funds:
   
   ● American Equity Index (ESG)
   ● Canadian Equity Index (ESG)
   ● Special Situations fund (Fidelity)
   ● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
   ● Target Date funds (Fidelity)
   ● Details on funds available
   ● Get all your ESG questions answered with Margaret Dorn, S&P
   
   
3. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
4. Equitable’s New Brand – The Power of Together!

   On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable^®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.

   As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.

   “At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.
   
   
   
   
   
   
   
   
   
   
   View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:

    
   View on Vimeo
   
   Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
   
   
    ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.
5. And the Equitable FHSA Contests winners are... Equitable^® is proud to be the first insurance company to offer a First Home Savings Account (FHSA) to Canadians.  
    
   Since launch in September 2023, we have received an incredible response to Equitable’s FHSA, available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100).
    
   As part of this historic launch, we offered contests for clients to win $8,000 towards their 2024 FHSA contribution, with their advisor winning $2,000. We’ve now completed the draws and are thrilled to announce the following winners:
    
   January 16, 2024, draw:
   Client: Jagan A., ON
   Advisor: Krupa P., ON
    
   February 13, 2024, draw:
   Client: Pawandeep K., ON
   Advisor: Jaskaranjit S., ON
    
   Congratulations to our winners! It warms our hearts to know we are helping Canadians save for their first home.  
    
   From all of us at Equitable, thank you for your trust and partnership.
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   Date Posted: March 13, 2024
6. And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

   A big thank you for making  Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.  
   
   Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
    
   As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
   
    We’ve now completed the draws and are thrilled to announce the following winners:

   • Client: Winnie C., Ontario
     Advisor: Rebecca M., Ontario

   • Client: Eunice D., Alberta
     Advisor: Diamond O., Alberta

   • Client: Loyda A., Alberta
     Advisor: Michael V., Alberta

   Congratulations to our winners!  
   
   From all of us at Equitable, thank you for your trust and partnership.
   
   Date posted: April 24, 2024
    
   ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada.  

7. [pdf] A Retirement Savings Plan is just as relevant now as it was over 60 years ago
8. About
9. EquiNet email verification starting October 21

   
   Starting October 21, 2023, advisors will be asked to verify or update the email we have on file when logging into EquiNet^®.  The purpose of verifying your email address is to enable multi-factor authentication in the future and enhance advisor communications based on accurate email addresses.
   
   Instructions:

   1. Log into EquiNet with your username and password.

   2. You will be redirected to the "Verify Email" page. Choose to verify or update your email address.

   3. Check your email for the verification link.

   4. In the email select "Verify Email" within 24 hours of receiving the email.

   5. Once you have verified your email and are logged into EquiNet, you will return to the EquiNet home screen and a success message will display.

   6. You will receive a confirmation email that you have verified your email address.

   
    Thank you for your cooperation.

   ^® denote trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted October 4, 2023
10. Individual insurance communications at Equitable are changing
    Out with the old and in with the new … in phases. Less than one year after the launch of our bold brand redesign, we are refreshing Equitable^® individual insurance client letter communications. The updated letters are an opportunity to show more than our new logo. It’s about showing clients that we are here to listen and support them every step of the way.
    
    This fresh approach to client communication delivers greater personalization that evolves with each client’s needs. Adopting a more inclusive and conversational tone means clients will stay well informed with clarity, so they can understand their insurance policies and the claims process better. Consistent communication across their insurance journey with Equitable reinforces how much we value their trust in us to support their financial needs.
    
    Other notable changes you can expect to see over the next year include:
    ● Graphic icons
    ● Scannable content
    ● Simplified layouts
    ● Visual financial data
    
    The rollout of new letters begins this fall. As always, you can access a copy of your clients’ letters on EquiNet^®.
    
    Questions or want to share feedback? Talk to your Equitable wholesaler today!
    
    
    
    
    
    ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.