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  1. New secure encryption process for outstanding Equitable S&R business requirements
    The Equitable® Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests.


    Previously, advisors had to manually password protect or unlock PDF documents. This caused delays and difficulties for recipients. The new encryption process will remove that confusion and make it easier for advisors to send and receive secure, encrypted messages.


    Advisors will now receive secure, encrypted emails from the QA annuity operations mailbox. These emails will use an encrypt option to protect personal client information, such as attachments or requests for personal documents. Recipients will get an email with a subject line saying they have a secure private message. They will need to sign in to view the message or choose to get a one-time passcode (OTP).






    Please ensure to check the SPAM folder for the OTP option as it will expire in 15 minutes. Enter the OTP in the secure message
    portal.



    Emails are sent in both English and French, with automatic translation based on browser settings. Recipients must click the view button to access the message in the secure web portal where they can see the encrypted attachment.

    Make sure to click Reply in the top right corner of the encrypted message to keep communications within the secure portal.



    For more information or assistance, please contact your Director, Investment Sales.

    Date posted: May 22, 2025
  2. Passkey: The fastest, safest way to log in to Client Access
    We’ve upgraded the Client Access® portal to make access easier and more secure.

    What’s new?
    • Passkey: The easiest way to log in
    Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
    • Extra protection for email/password users
    For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.

    What you need to know:
    • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
    • “Forgot email” is available to help clients recover the email they need to log in.
    • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
  3. COVID-19 Group Benefits FAQ
  4. Equitable Life Group Benefits Bulletin – November 2021 In this issue: *Indicates content that will be shared with your clients

    Reminder: Deadline to opt out of New Brunswick biosimilar program*

    Earlier this year, we announced via eNews that on Feb. 1, 2022, we are ending coverage for some originator biologic drugs in New Brunswick in response to the province’s Biosimilar Initiative.* These changes will help protect your clients’ plans from additional drug costs while still providing access to equally safe and effective biosimilars.
     
    Do my clients need to take any action?
    No action is required if employers want to have the originator biologics excluded from their plan. Plan members taking these targeted originator biologics will be contacted directly to allow them ample time to transition to the biosimilar. Any cost savings associated with the change will be factored in at renewal.
     
    All groups, except myFlex clients, who wish to opt out of this change and maintain coverage of these originator biologics for existing claimants in New Brunswick can submit a policy amendment. Amendments must be submitted no later than Nov. 30, 2021.
     
    Advisors with myFlex Benefits clients who wish to maintain coverage of these originator biologics for New Brunswick plan members should speak to their myFlex Sales Manager to confirm their eligibility to opt out of this change.
     
    Groups that opt out of this change are also opting out of any future changes to our New Brunswick biosimilar initiative. This means that their drug plans will continue to cover any additional originator biologics for which we subsequently end coverage as part of the biosimilar program.
     
    Questions?
    If you have a question that isn’t answered here, please contact your Equitable Life Group Account Executive or myFlex Sales Manager.
     
    * The list of affected drugs or conditions is dynamic and may change.

    Web Reports Quick Reference Guide now available for plan administrators

    A Web Reports Quick Reference Guide is now available for plan administrators on EquitableHealth.ca. This new guide offers a listing of our newest reports available on the plan administrator web. It also provides instructions for plan administrators outlining how to pull the report using the plan administrator portal.
     
    The guide is available under the Quick Links section on both the advisor and plan administrator portals on EquitableHealth.ca.

    Reminder: Review manual allocations for HCSAs and/or TSAs*

    If your client’s Health Care Spending Account (HCSA) and/or Taxable Spending Account (TSA) has manual allocations, they need to allocate these amounts to plan members each year. Please review all your plan members’ profiles on EquitableHealth.ca to ensure they have received their allocation(s) for the current benefit year.
     
    If your clients have Plan Administrator update access on EquitableHealth.ca, they can update these amounts online by doing the following:
    • Select “View certificate”
    • Select “Health Care Spending Account” or “Taxable Spending Account”
    • Select “Update Allocation” in Task Center
    • Enter amount in “Revised Allocation Amount”
    • Override Reason – “Plan Administrator Request”
    • Select “Save”
    If your clients have Plan Administrator reporting access on EquitableHealth.ca, they can determine which plan members have a zero allocation by running the “HCSA Totals by Plan Member” report online by doing the following:
    • Select “Reports”
    • Select “New”
    • Select “Next”
    • Select “HCSA” or “TSA Totals by Plan Member”
    • Select “Next”
    • Enter end date of “12/31/2020”
    • Select “Next”
    • Select “Finish”
    • View “Report”
    To provide us with the amounts to be updated, please have your client contact our Group Benefits Administration Team at GroupBenefitsAdmin@equitable.ca.

    Help your clients take advantage of our convenient digital options*

    We have several digital options available to make it easier for your clients to do business with us and for their plan members to access and use their benefits plan. Over 71% of plan administrators are managing their plan online and 78% of plan members are already using our digital tools.
     
    For plan administrators:
    • Online Plan Member Enrolment tool – allows all groups to add new plan members without the need for paper forms
    • Plan Administrator Portal (EquitableHealth.ca) – plan administrators can easily manage their plan anytime and anywhere
    • Digital Welcome Kits – personalized welcome kits are delivered to plan members via email
    • Easy automated payments – plan administrators can avoid missed payments by setting up pre-authorized debit or electronic funds transfer
    For plan members:
    • Plan Member Portal (EquitableHealth.ca) – plan members get secure, 24/7 access to their claims history, coverage details and health and wellness resources
    • Electronic Claim Payments and Notifications – plan members can get claim updates sooner in their email inbox and payments right into their bank account
    • EZClaim Mobile App – submitting claims from a mobile device is fast, easy and secure
    • Digital Benefits Cards – plan members no longer have to dig through their wallet – they can download their benefits card on their mobile device
    We can help
    We’ve created a brochure and a video guide to help plan members access and use their digital resources. For further assistance, plan members can visit www.equitable.ca/go/digital. They can also contact our Web Services team at 1.800.265.4556 ext. 283 or groupbenefitsadmin@equitable.ca.
  5. 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:

    1. Log in to EquitableHealth.ca
    2. Click on My Information > User Profile
    3. Click Edit
    4. Confirm your information and enter your new password
    5. 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

  6. Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator Looking for an easy way to explain insurance? We have a digital tool to do just that!
     
    Start a Conversation with EZstart™
     
    EZstart helps to commence those initial client conversations. Think of it like a digital brochure: you start a conversation about life goals, enter a few details - and within a few clicks - get a quick quote on your phone or tablet instantly.

    We have a NEW EZstart for Equimax Wealth Accumulator® available. Go to the EZstart for Equimax Wealth Accumulator now.

    Don’t forget about our other EZstart tools that are available for you. Learn more. 
     
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  7. EXCITING NEWS! Digital Transactions for Universal Life Plans Now Available We are happy to announce a major update to our digital systems that makes managing Equitable Universal Life (UL) policies easier than ever. Starting now, you can use digital transactions to submit your clients’ instructions to change their UL deposit allocations and transfer funds between accounts.
     
    This update builds on the recent launch of our digital policy loan request on EquiNet® and is another step towards making your Equitable® experience easier and more convenient.

    What's New?
    In the past, you had to submit written requests for UL deposit allocation changes and account value transfers using the Universal Life Form 693UL (you can still use this method if you prefer).
     
    Now, you can manage these transactions directly through the secure EquiNet advisor portal. This new process also allows clients to securely approve their requested changes by email.
     
    To get started, simply log into your account on EquiNet and go to the Policy Inquiry tab.
    We have provided a brief user guide to help you through the steps.
     
    We trust that this digital upgrade will enhance the way you work with Equitable. Stay tuned for more digital enhancements in the near future!
     
    Thank you for your continued support and partnership.
     
    Questions? For more information, please reach out to your wholesaler or our customer service team.
     
     
    ® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.
     
  8. EquiLiving offers more options to clients facing a covered Critical Illness condition Consider these statistics…1 in 2 Canadians will develop cancer in their lifetimes1. They’re just numbers…until the day someone you know is diagnosed, someone who didn’t see it coming. Then it becomes very real - no longer incidence statistics, but costs. Today more people than ever are surviving and living with not only just the physical, but also the financial effects of their illness.
     
    We’re there to help when illness strikes

    NEW! EquiLiving® plans and riders have recently been enhanced including:

    ●  20 pay options with coverage to age 75 or coverage for life
    ●  Support from Cloud DX to help monitor a client’s well-being from treatment to recovery.
    ●  Added Acquired Brain Injury as a covered critical condition 
    ●  30-day survival period removed for all non-cardiovascular covered conditions
    ●  No age restriction to claim for Loss of Independent Existence (LOIE)
    ●  EquiLiving Benefit now pays the higher of the EquiLiving Benefit or the Return of Premium Rider Benefit (not including Return of Premium on Death)
    ●  And so much more …

    Learn more
    ●  CI product enhancement video
    ●  Visit our launch event page with product change details and more
    ●  Marketing Materials

    Please contact your Regional Sales Manager for more information. 
     
    1 www.cancer.ca
     
  9. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.

    The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.

    View the #1360 piece here.

    For more information, please contact your local wholesaler.
     
  10. Easy and convenient digital options for your clients and their members

    During this time of physical distancing, people are looking for ways to interact with their providers virtually. We have several convenient digital options available to make it easier for Plan Members and for Plan Administrators. Below is an overview to refer to when you're meeting with your clients. Or you can download this PDF version

    For Plan Administrators:

    Plan Administrator Portal (EquitableHealth.ca)

    Our secure portal allows Plan Administrators to easily manage their plan anytime and anywhere. Instead of printing and mailing forms, Plan Administrators can make real-time updates at their convenience. The site also makes it easy to view or upload forms and other important documents, retrieve billing information, estimate monthly premium costs, and view announcements, tips and reminders. Plan Administrators can visit www.equitablehealth.ca to activate their account.

    Online Plan Member Enrolment

    Our Online Plan Member Enrolment tool simplifies the onboarding process for both Plan Administrators and Plan Members and offers a more secure and efficient alternative to traditional paper enrolment. The user-friendly interface allows Plan Members to easily enrol in their benefits plan in just minutes from their computer or mobile device. That saves work for Plan Administrators by eliminating the need to manage paper forms. And since Plan Members receive automatic reminders, it reduces late applicants and eliminates the need to chase down Plan Members for their paperwork. (This option is currently only available for new clients. It will soon be available for existing clients to add new hires.)

    Digital Welcome Kits

    Instead of paper kits that can easily get lost or quickly become outdated, Plan Members receive personalized welcome kits via an interactive email, including instructions on how to activate their online group benefits account, download their digital benefits card, submit claims from their computer or mobile device, review their coverage details, and explore their health and wellness resources.

    Easy automated payments

    Automated payments are a convenient way to avoid missed payments, suspended claims and disruption. Plan Administrators simply need to complete thepre-authorized debit formand send to GroupCollection@equitable.ca. Or contact Group Collections about online banking and electronic funds transfer (EFT).

    We can help

    For assistance, Plan Administrators can contact their Client Relationship Specialist or our Web Services team at 1.800.265.4556 ext. 283 or groupbenefitsadmin@equitable.ca.

    For Plan Members:

    Plan Member Portal (EquitableHealth.ca)

    By logging into EquitableHealth.ca, Plan Members have secure 24/7 access to their personalized Group Benefits account where they can submit claims, view their claims status and history, and review their coverage details from their computer or mobile device. They can also visit Equitable HealthConnector®, our suite of services to help employees stay healthy and productive. They can simply visit www.equitablehealth.ca to activate their Group Benefits account.

    Electronic Claim Payments and Notifications

    Once Plan Members have activated their Group Benefits account on EquitableHealth.ca, they can easily get set up to receive their claim payments via direct deposit, and their claim notifications via email. Once logged in they simply click “My Information” and enter the required information.

    EZClaim Mobile App

    Submitting claims is fast, easy and secure with the Equitable EZClaim® mobile app. Plan Members can submit health and dental claims and receive payments directly to their bank account via direct deposit. Most claims are processed within three business days; some are processed in as little as 24 hours. They simply download the EZClaim app for their iPhone®, or Android™ device, fill out the interactive health or dental claim form, attach their receipt and submit.

    Digital Benefits Cards

    Instead of digging through their wallets, Plan Members can download a digital version of their benefits card on their mobile device via the Equitable EZClaim® Mobile app to easily provide coverage details to health providers.

    We can help

    We’ve created a video guide to help Plan Members access and use their digital resources. For further assistance, Plan Members can contact our Web Services team at 1.800.265.4556 ext. 283 or groupbenefitsadmin@equitable.ca.