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Have you heard about Equitable Client Access?
Equitable Client Access® allows clients to self-serve on some of the more popular requests. Thousands of clients have already signed up for Equitable Client Access and are enjoying the benefits of accessing their secure information 24/7.
• Does your client need to change or stop existing Pre-Authorized payment (PAD)? Equitable Client Access can do that.
• Does your client need to change a withdrawal date for a PAD? Equitable Client Access can do that too.
• Address or banking information changes? Equitable Client Access has your clients covered.
• Does your client need to change her beneficiary from Aunt Flora to Uncle Ned? Equitable Client Access can even do that.
Equitable Client Access is a secure online client site that connects clients with policy information, right at their fingertips. In addition to the self-serve features, Equitable Client Access can also provide:
• Insurance coverage and guarantees
• Investment allocation, performance and market values
• Transaction history
• Statements and letters
• Advisor contact information, along with so much more.
If your clients have not signed up for Equitable Client Access, direct them to client.equitable.ca - it only takes a few minutes to set up an account, and connects your clients with their policy information online – anytime!
Have a question about Equitable Client Access? Want to tell your client how to go paperless? Check out our updated FAQ or contact your Regional Investment Sales Manager today.
- Convertibility - The Power of Term
- Advisor Guide
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Important Changes to your Equitable EquiNet Login
We know that in today’s world, you have a lot of logins and passwords to go with them.
Equitable® is taking steps to increase the security of your EquiNet® login while simultaneously removing the need for you to remember a password.
This technology is called passkeys.
A passkey will enable you to access all the great features EquiNet has to offer by using biometrics.
You probably already have passkeys set up if you have an Amazon, Apple, Google, Uber or WhatsApp account.
How passkeys will work on EquiNet:
This authentication method is available now and will be optional to start. However, we strongly encourage you to use it. It is the next generation of security and makes for one less password for you to remember.
All you need to do is log in to EquiNet as you normally would and follow the step-by-step prompts to enable a passkey. It’s that easy.
- Continuing Education
- [pdf] Equitable GIF Advisor Guide
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Anytime. Anywhere! Equitable Client Access
At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
Our secure client site gives your clients access to:
- Tax Slips *NEW*
- Coverage and guarantees
- Investment allocation, performance, and market values
- Pre-authorized payment information
- Transaction history
- Beneficiary information
- Statements and letters
- Advisor’s contact information
- Banking or payment information
Sign up by December 31, 2021.
Encourage your clients to login or register today!
client.equitable.ca
If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
® and TM denote trademarks of The Equitable Life Insurance Company of Canada - EZCOMPLETE TRAINING AND RESOURCES
- What's new?
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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.