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Colaiacovo to lead Equitable’s Eastern Group Sales Team
We are pleased to announce that Sofia Colaiacovo has been appointed our new Group Sales Vice President, Eastern Canada.
In her role, Colaiacovo will lead the Eastern sales team. She will focus on working with distribution partners to grow our business together while continuing to provide clients and their plan members with a better benefits experience.
Colaiacovo brings to her role 18 years of experience with Equitable Life, building strong distribution partnerships and delivering exceptional client service.
She joined Equitable Life in 2005 and has held roles of increasing responsibility in our Group distribution organization.
Since 2011, she has served as our Group Account Executive for the Ottawa territory. In that role, she quadrupled the size of our client base in the region and established strong and lasting relationships with key distribution partners. She was recognized as Equitable Life’s Group Account Executive of the Year three consecutive times – in 2019, 2020 and 2021.
“Sofia will further strengthen our Group Leadership Team and reinforce our ongoing commitment to building enduring distribution partnerships and delivering great service,” says Marc Avaria, Equitable Life’s Senior Vice-President, Group.
“Sofia’s success has come from taking the time to understand the needs of her partner advisors and their clients,” he adds. “By asking the right questions and listening, she has been able to provide valuable and practical solutions to meet their needs.”
Colaiacovo graduated from Carleton University with a Degree in Psychology. She holds the Group Benefits Associate (GBA) designation through the International Foundation of Employee Benefits Plans. - [pdf] Manulife Bank Specialized Lending Contact List
- [pdf] The Right Time To Buy And Sell
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New year tune-up for Equimax participating whole life
It’s a new year and time for an Equimax® tune up! We have made some exciting changes for new sales of Equimax Estate Builder® and Equimax Wealth Accumulator® effective February 11, 2023.
These exciting enhancements make Equimax even more robust, simpler and cost effective, to ensure it continues to be the preferred participating whole life solution for clients and advisors alike.
Watch our informative video to learn more.
Check out our Equimax splash page for complete details on all the enhancements, our transition rules, and much more.
What’s new?- All new children’s policies will now be issued as non-smoker for life – we will no longer request a non-smoker declaration for new children's policies.
- We have also removed the policy fees on new Equimax sales, reducing total premium payments – allowing clients to buy even more coverage for the same payment.
The following enhancements add more value, making it easier for you to recommend Equimax as your preferred whole life solution.- Monthly Excelerator Deposit Option(EDO) payments and EDO payments received off anniversary will now buy more paid-up additional insurance,
- Dividends earned on EDO payment paid-up additions, and credited on the base policy, can now buy even more paid-up additions,
- New clients now have the option to elect individual policies on joint last to die (JLTD) plans if their personal situation changes,
- We have also changed the way we calculate monthly premiums – resulting in lower premium payments across the board,
- And we have added our KIND™ benefit program to Equimax, as we did for our newest Generations Universal Life solution last September – making it easier for families and beneficiaries at claim time.
- And, finally, we are introducing some new sales illustration features, a Web-based software and more to help you market Equimax!
Plus, visit our Equimax product page on EquiNet®, then click on the Marketing Materials tab for the latest Equimax marketing materials.
Need more information? Please contact your local wholesaler.
® and ™ denotes a trademark of The Equitable Life Insurance Company of Canada. - [pdf] Sales Illustration System FAQ
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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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- [pdf] G2 - Application for Change
- [pdf] G3 - Application for Change