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Crunch the numbers with Equitable Life’s RRSP Loan Calculator
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
Each week in March, we will be sharing an online calculator from our list.Share calculators using your Facebook, Twitter or LinkedIn account.
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Omar and Sarah want to catch up on contributing to their RRSP after the COVID lockdown. How much can they afford to contribute?
Did you know?An RRSP loan can be an excellent way to jump start your retirement savings. Check out Equitable Life’s RRSP Loan Calculator.
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Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Elijah welcomed a new baby to his family and needs to reduce the amount of money he is saving for retirement. Is he still going to be able to retire at age 60 like he planned, or will he need to extend his working years until age 65?
Did you know?
Investment returns, unexpected expenses and inflation can all affect your retirement savings. Check out Equitable Life’s How Long How Long Will My Retirement Savings Last Calculator.Share calculators using your Facebook, Twitter or LinkedIn account.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
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Gloria and Nigel just launched their small business and have dreams of becoming millionaires. What will it take for them to join the millionaire’s club?
Did you know?
There are many factors to consider including inflation, taxation and rate of return. Check out Equitable Life’s Cool Million Calculator.
Share calculators using your Facebook, Twitter or LinkedIn account. -
Crunch the numbers with Equitable Life of Canada
Whether helping your client determine net worth or reviewing to see if your client’s retirement plan is on track, Equitable Life® is here to help with our online calculators. These number crunching tools can help you answer some of those challenging questions you get asked by your clients. From an RSP loan calculator to home budgeting to even figuring out if your client will be a future millionaire, check out our latest tools.
-------------------------------------------------------------------------------------------------------Amesh just celebrated his 71st birthday. He is looking for a product that provides continued growth in a tax-sheltered environment. What should he do with his existing Registered Retirement Savings Plan?
Did you know?
It is mandatory that you convert your RRSP to a RRIF by December 31st in the year you turn 71. Check out Equitable Life’s RRIF Payment Calculator.Share calculators using your Facebook, Twitter or LinkedIn account.
- [pdf] Equitable GIF Advisor Guide
- [pdf] Ownership Change Form
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Introducing Path to Invest for learning and earning CE credits
Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education accredited presentation platform for advisors.
Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you are looking for.
It’s a one stop shop with 15 accredited presentations on a variety of topics. All with a video tutorial, short quiz and resource links for more information.
A few important notes before you get started.
PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
To get started on your Path to Invest:- • Click Equitable Life Education site
- • Use the email address that you received this email to login.
- • Your password is Equitable
- • This link is specifically for your use only. Please do not share this link.
- Select a module.
- Watch the entire video presentation.
- Complete the quiz and receive a passing grade.
Check out Path to Invest and start learning and earning CE credits today.
Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Posted June 14, 2023 -
May 2026 eNews
In this issue:
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Save the date: Group benefits advisor roadshow is returning to a city near you
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One-time passcodes will be added to our login experience this week*
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Delisted service providers: What clients need to know*
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Keeping plan member information up to date*
*Indicates content we will share with your clients.
Save the date: Group benefits advisor roadshow is returning to a city near you
Mark your calendars—our annual group benefits advisor roadshow will be travelling across Canada this fall.
Watch your inbox for an invitation with more details soon. In the meantime, here’s our full list of event dates and cities.
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Monday, Sept. 28 – Vancouver, BC
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Tuesday, Sept. 29 – Edmonton, AB
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Wednesday, Sept. 30 – Calgary, AB
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Thursday, Oct. 1 – Saskatoon, SK
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Friday, Oct. 2 – Winnipeg, MB
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Tuesday, Oct. 6 – Halifax, NS
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Wednesday, Oct. 7 – Ottawa, ON
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Thursday, Oct. 8 – Markham, ON
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Tuesday, Oct. 20 – London, ON
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Wednesday, Oct. 21 – Kitchener, ON
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Thursday, Oct. 22 – Oakville, ON
One-time passcodes will be added to our login experience this week
Starting next week, anyone who logs in to EquitableHealth.ca® or the Equitable EZClaim® mobile app with an email address and password may also need to enter a one-time passcode to access their account. The one-time passcode will be provided by email.
Adding this form of multi-factor authentication (MFA) to our login process will further enhance our digital security and help safeguard your account and our clients’ personal data.
Don’t forget—you can create a passkey instead.
Passkeys are another form of MFA. They provide a quick, easy and secure way to access your account, using either biometrics—your face or fingerprint—or a PIN authenticator to confirm your identity.
Anyone who uses a passkey to log in to their account will never be required to enter a one-time passcode.
In case you get questions…
If a client asks you about these changes to our login process, consider sharing this fact sheet with them. The fact sheet highlights the value of adding MFA to the login process and describes the differences between logging in with a one-time passcode versus a passkey.
More information about one-time passcodes and passkeys is included at equitable.ca/effortless. There, you’ll also find short videos that show how easy it is to create a passkey on your mobile device and computer.
Please reach out to your Group Account Executive if you have any questions.
If you use the same email address to log in to your accounts on EquitableHealth.ca, EquiNet® and Equitable Client Access®, you can use the same passkey. Equitable Client Access is our secure site for Individual Insurance and Individual Wealth clients.
Delisted service providers: What clients need to know
Protecting clients’ group benefits plans is our priority. That’s why we regularly assess healthcare service providers, clinics, facilities and medical suppliers in our network. These reviews help ensure the claims plan members submit meet eligibility requirements.
If our review indicates a provider is not meeting those requirements, we may delist them.
Common reasons we delist providers include:
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Billing for services that weren’t provided or aren’t medically required
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Changing information about treatments provided (e.g., service dates or patient names)
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Incomplete records or treatment notes
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Lack of cooperation with an audit
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Suspension of the provider by their licensing college or association
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Criminal convictions
What clients need to know
If a provider is delisted, we will not accept or process claims for services or supplies they provide. However, plan members can still choose to use delisted providers at their own expense.
We provide clients instructions on where to find our current list of delisted providers in each Plan Administrator eNews announcement. We also encourage them to share the list with their plan members.
Whenever we delist a provider, we try to contact plan members, who have recently submitted claims for their services, to inform them of the change and help prevent future claim submissions. However, plan members are responsible for checking our list of delisted providers before purchasing any product or service to avoid having to pay at their expense. The list is available on EquitableHealth.ca.
If you have questions about our list of delisted service providers or our process of reviewing providers, please contact your Group Account Executive.
Keeping plan member information up to date
Keeping plan member information current helps ensure accurate benefits coverage and premium calculations.
When a plan member’s earnings or occupation changes, the plan administrator must update this information as soon as possible. Updates made before a benefits plan renewal helps ensure renewals are based on current data.
If a plan includes short-term disability (STD) or long-term disability (LTD) benefits, outdated earning information can affect disability claim payments for plan members.
We send an annual reminder to plan administrators before renewal. The email includes step-by-step instructions on how to review and update plan members’ earnings and occupation information.
Three ways to update earnings and occupation information
Plan administrators can review and update plan members’ information by either:
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Making updates directly through the plan administrator site (update access required),
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Generating an earnings and occupations worksheet through the plan administrator site (online reporting access required), or
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Requesting a worksheet by emailing groupbenefitsadmin@equitable.ca.
The worksheet includes instructions on how to submit completed updates to us. If you have any questions, please contact your Client Relationship Specialist or email groupbenefitsadmin@equitable.ca.
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Transaction Authorization Requirements table for Savings & Retirement advisors
Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.
Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.
As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.
Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.
Still have a question? Give our Advisor Services team a call 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.
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Forget the password. Create your EquiNet passkey today.
Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
Important! Protect your credentials.
In 2026, all your Equitable® accounts will use the same credentials to log in.
Remember that you have personal information in your Client Access® and EquitableHealth.ca® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
Watch for ongoing communications and updates about how Equitable is helping to protect your information.