Site Search
570 results for enter portal MAKEMUR.COM contact judge to dismiss case for money Missouri
-
Large insurance case? Expert help starts here.
Ask our Experts Episode 3
At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement.
Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!
Mark shares his thoughts on:
• The benefits of Equitable’s PAR fund
• The key advantages of mutuality
• The golden rule of investing: staying focussed on the long term.
In case you haven’t seen it…
• Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
• Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more. - [pdf] Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to an adult child
- [pdf] Intergenerational Wealth Transfer Strategy Case Study - Transferring wealth to a grandchild
- [pdf] Tax-free money does exist, if you know where to look.
- [pdf] B2B Loan Application Tips
- Path to Success Module 2
- [pdf] Manulife Bank Specialized Lending Contact List
-
Growing your business in the large case market
At Equitable®, we’re growing at a rapid pace in the large case market. We’re excited to share a new video highlighting all the great reasons to choose Equitable for large case clients—featuring Rob Hollingsworth, Head of Distribution and Product Marketing, Individual Insurance.
Highlights at-a-glance
• We have capacity up to $130 million ultimate net amount at risk
• Up to $10 million internal retention
• Our mutual structure gives us a number of advantages, including the ability to provide personalized service
Equitable offers full support to help you work on large cases and successfully implement solutions, and we’re continually adding tremendous experience and talent to our organization. Our team of wholesalers, specialized underwriters, advanced case consultants, and tax and estate planning professionals are here to support you with your complex and larger files.
Our large case market webpage not only features our new video—it also showcases our team of large case experts and includes a growing list of marketing materials and resources to help you succeed.
Do you have a large case client opportunity, and want to expand in the large case market?
Visit our large case markets webpage to learn more.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
-
Get to know our large case experts
New episode in our Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
Today, we are thrilled to share the second episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 2 featuring Kevin Till, AVP of Individual Life Pricing.
Kevin chats with us about:
• What he finds interesting about large case pricing.
• How quickly Equitable can turn around a large case quote.
• The difference between a mutual and a stock insurance company.
• Equitable’s reinsurance strategy.
In case you haven’t seen it…
Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management.
Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
-
Equitable Life Group Benefits Bulletin - September 2020
In this issue:
Enhancements to Equitable EZClaim Mobile
New reports available on EquitableHealth.ca* Indicates content that will be shared with your clients.
Enhancements to Equitable EZClaim® Mobile*
We’ve updated our Equitable EZClaim mobile app to process vision claims faster, to provide a new option for submitting documents and to increase password security.
Faster vision claims processing and payment
Equitable Life now provides faster processing of vision claims submitted via EZClaim Mobile.
This means plan members can find out the status of their vision claim almost instantaneously. And, for approved claims, they will receive payment even sooner – often in as little as 24 hours.
In order to allow for instant processing and faster payment, plan members will be prompted to enter some additional information, including their practitioner’s name, the date of the expense, the type of expense and amount of the expense when submitting their claims for these services.
Equitable Life plan members can submit all vision claims via Equitable EZClaim, including coordination of benefits and Health Care Spending Account claims.
Submit documents from a mobile device
We have added our Document Submission tool to EZClaim Mobile so plan members can conveniently submit documents directly from their mobile device. Applications, change forms, statement of health forms and more can all be easily uploaded whenever and wherever they are.
Improved security with stronger passwords
To help you, your clients and plan members better protect personal information, we have increased the maximum length of passwords for both EZClaim Online and EZClaim Mobile from 12 to 32 characters. This longer character limit makes it easier to create stronger and more secure passwords.
There is no change for plan members, plan administrators or advisors. All existing passwords will continue to function. However, if you choose to update your password you will now be able to choose longer passwords or passphrases.
Why should I change my password?
Changing your password frequently helps keep your information safe. The longer and more random the password, the more secure it is. To improve security even more, a passphrase is recommended.
A passphrase is a series of words or other text used like a password. Because it is much longer, a passphrase is more secure. Although the words in the phrase may be meaningful to you and easy to remember, they can be random enough that the full phrase is difficult for someone else to guess. It’s even better if you use numbers or other characters in your passphrase.
Your passphrase should be:
- Long enough to be hard to guess;
- Not a famous quotation;
- Easy to remember and type; and
- Not used in multiple places.
To change your password:
- Log in to EquitableHealth.ca
- Click on My Information > User Profile
- Click Edit
- Confirm your information and enter your new password
- Click Save
We will be announcing this enhancement to plan members on EquitableHealth.ca.
New reports available on EquitableHealth.ca*
Plan administrators and advisors with reporting access can now download three additional reports any time via the plan administrator and advisor websites on EquitableHealth.ca:
- Premium and Tax – This report provides a breakdown of premiums and taxes paid per plan member for any specific time period for all applicable benefits.
- Occupation and Earnings – This report provides current plan member earnings and occupation information and gives plan administrators an efficient way to report updates to us.
- Employee listing – This report lists all plan members’ information, including name, certificate number, date of birth, province, occupation and salary, as well as benefit coverage currently in place and HCSA allocations.
These reports can be downloaded in Excel format for easy updating, filtering or sorting.
For more information, please contact your Client Relationship Specialist.
*Indicates content that will be shared with your clients