This week we’re learning more about Meghan Vallis of Equitable Life
Where are you based, geographically?
Victoria BC.
Tell us about your role at Equitable Life?
As the Group Sales VP in the West, I lead the Western Team of Group Benefit Account Executives
What should BA Members come to you for?
Day to day most of your interactions will be with your local Group Account Executive and Client Relationship Specialist. Come to me when you want to talk longer term strategic initiatives or just want to connect on what’s happening in the industry. I love to talk shop!
What makes Equitable Life unique?
At Equitable Life, we’re know for our outstanding digital on boarding and plan member experience. But after the first impression it’s all about the day-to-day experience for you the Advisor, your clients, and the plan members. Poor experiences and bad service costs people time and could cost you the group. At Equitable Life we’ve got your back. From our fair renewal pricing, or a tough situation with a client we’ll be there for you. Our disability managers have the lowest case loads in the industry which means you and your clients have a direct line to connect with them. Last, as a mutually held insurer, we’re thinking about the long term and making decisions with our policy holders in mind.
How long have you been partnered with BA and/or working with BA member firms?
Equitable Life is the OG partner! We have been a partner since the beginning
What advice would you give to a BA Member to get the best experience with Equitable Life for their clients?
Collaborate with your local team – the GAE and CRS. They can assist you with client meetings, be proactive with your client reach outs and more.
What is a memorable piece of advice you’ve learned in your career?
To be curious. Curiosity didn’t kill the cat, it makes for better interactions with people and can even lead to exciting new opportunities.
Where do you see your industry going in the next 5 to 10 years?
In the short term, people are looking for a more personalized experience and we’re seeing that with a big uptake in spending accounts. This along with increased digital capabilities will slowly transform the benefits landscape. Long term it’s difficult to predict. I think in 7-10 years the industry will be completely different. Historically external forces such as legislative changes, and so-called disrupters have been the drivers of change. Insurers have been reactionary. But that’s changing. There are many exciting initiatives under development at Equitable Life that will help shape the future of benefits.
The Benefits Alliance Partner Feature showcases our Partners across Canada who provide services and solutions in Employee Benefits and Group Retirement for Benefits Alliance Member Firms and their clients.