EquiNet Equitable Life's advisor site

Site Search

312 results for enter portal now PROBLEMGO.COM hire cops to arrest someone

  1. 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.
  2. Explore Equitable EZBenefits™

    A better group benefits solution for your small business clients

    Running a small business isn't easy, especially for companies with smaller budgets and fewer resources. It can be tough to find a competitively priced benefits plan with the features that clients want. That’s why we created Equitable EZBenefits™, a benefits solution designed with the needs of small businesses 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 EZBenefits clients
    EZBenefits also comes with built-in HR support through Equitable’s partnership with Citation Canada® (formerly HRdownloads). It takes the heavy lifting out of common human resource tasks with HR support tools and services. Features include:
    ● an award-winning cloud-based human resource information system (HRIS) to provide help from onboarding to offboarding and everything in between,
    ● access to a library of over 3,000 HR documents, templates, compliance resources and articles, with 25 free document downloads,
    ● a free Workplace Diversity and Inclusion online training course, and
    ● one free Life 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
    To learn more about EZBenefits, watch our video to learn more or view our brochure. 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.
     
  3. About
  4. [pdf] Homewood Health Employee and Family Assistance Program
  5. Update to DSC Reimbursement for WFG advisors

    Equitable Life now accepts WFG’s Commission Rebate Disclosure form instead of Equitable’s Deferred Sales Charge Reimbursement (DSC) Request Form (Form #1605). Allowing the use of WFG’s form will help streamline the process for WFG in submitting DSC reimbursements.

    Previously, any DSC reimbursement received from Equitable Life required WFG advisors to submit form #1605 and provide proof of the DSC charge from the relinquishing institution, along with a cheque for the reimbursement. The WFG disclosure form and cheque from WFG is now all that is required for the initial submission. Proof of the DSC charge from the relinquishing institution is not required in all instances, but may be requested by Equitable Life and must be available if requested.

    If you have any questions, contact your Regional Investment Sales Manager or Equitable Life’s Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca. 
  6. Stay connected with a NEW Web Illustration tool for Equimax

    Equitable Life® is pleased to announce the launch of our web illustration tool starting with Equimax® participating whole life insurance.

    This web illustration tool for Equimax is another way that Equitable Life is modernizing your experience and allowing you more flexibility to keep your business going while you’re on the road or meeting clients. This new illustration site is accessible on a web browser, so you can access it from a mobile device such as your phone, tablet, or iPad, and with MAC or Windows-based PCs or laptops.

    Access the new web illustration tool for Equimax by logging in to EquiNet® and clicking the button in the ribbon called Sales Illustration that now has a Web Illustrations option. Note that you have the option to continue running Equimax illustrations in the desktop illustration software, as it remains unchanged at this time.

    For future enhancements, we plan to integrate with EZcomplete®, to continue to make it easy to do business with Equitable Life.

    Visit the New Web illustration tool for Equimax® now.

    Questions? Please see our FAQ or contact your Regional Sales Manager.

    ® denotes a trademark of The Equitable Life Insurance Company of Canada

  7. Product updates - See our latest!
    Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5th, 2024, as announced last week, are now in effect!    

    What’s new in this product update?
     
    1. A new premium rate band for Equimax® policies with $5 Million and more of basic  life insurance coverage.
    2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
    3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving® critical illness insurance plans when clients choose monthly payments.
    4. A new life Evidence of Insurability Schedule (Form #1343) 

    …and there’s more!





    Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
    English-Button.jpeg French-Button.png Chinese-Button.png
    *Video available in English with French and Chinese sub-titles
     
     

    Please refer to our Transition Rules for all the details on processing your applications.

    Need more information?  Please contact your Equitable wholesaler.





    ® or TM denote trademarks of The Equitable Life Insurance Company of Canada.
  8. [pdf] Plan Administrator Guide to EZBenefits
  9. EZcomplete enhancements for segregated fund applications

    When we launched EZcomplete® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.

     

    1. FUNDSERV CODE 

    Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.


    2. LOAN DEPOSIT OPTION
    Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".


    3. LIMITING SUCCESSOR ANNUITANT
    Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.


    4. ONGOING PAD FUND SELECTION
    If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.


    5. TRANSFER FORM NOTIFICATION
    The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.

     

    6. POPULATING FIELDS
    Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.

    a) Advisor Email
    b) Dealer/MGA Name
    c) Branch Number
    d) MGA Email

  10. Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

    Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).

    Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.

    The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.