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International Women’s Day
Reflecting on inclusion in our industry
International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.
Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.
Here are a few key takeaways from the conversation:• Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.• Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.• Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.
Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.
As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.
If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!
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Date posted: Thursday, March 5, 2026 - Exchanges
- [pdf] A better group benefits experience
- [pdf] Health Care Spending Account - Plan members
- [pdf] Insights into non-registered taxation
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Digital tools for your clients and their plan members
In this issue:
- Digital tools for your clients and their plan members*
- QDIPC updates terms and conditions for 2024*
Digital tools for your clients and their plan members*
Do your clients know how to use all the available digital tools in their Equitable® benefits plans? With useful features for both plan administrators and their members, it’s even easier for your clients to access their plans online.Tools for plan administrators
- Our online plan member enrolment tool lets groups and administrators add new plan members online without completing paper forms
- The EquitableHealth.ca plan administrator portal makes it easy for plan administrators to manage their plan anytime and anywhere. Helpful features include:
- A premium calculator to calculate monthly costs for plan members
- A simple process for updating plan member information
- Digital welcome kits provide personalized information directly to plan members through email
- Easy, automated payment options help plan administrators avoid missed payments by offering pre-authorized debit or electronic funds transfer
Tools for plan members
- Our plan member portal at EquitableHealth.ca provides secure, 24/7 access to claims history and coverage details. It also lets members submit claims, and includes health and wellness resources
- Electronic notifications and claims payments give plan members claim updates via email and deposit payments directly into their bank account
- The Equitable EZClaim® mobile app lets plan members submit claims quickly and securely on-the-go from their mobile device
- Digital benefits cards give plan members the convenience to access their benefits cards easily from a mobile device
Help with digital benefits tools
We’ve created a brochure and video guide to help plan members use digital tools for a smoother, more convenient benefits experience.
Plan members can contact us at 1.800.265.4556 and select the option for Web Support if they need further assistance.
QDIPC updates terms and conditions for 2024*
Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.
Based on its latest review, QDIPC is revising its pooling levels and fees for 2024 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. These updates take effect January 1, 2024. You can view the updates here.
We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
If you have any questions, please contact your Group Account Executive or myFlex Account Executive.
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Update: Improved Employee Assistance from Homewood Health
As we announced in June, we are expanding our relationship with Homewood Health to help you meet the mental health and wellness needs of your employees and their families. Beginning Oct. 1, 2019, Homewood will be the new provider of both our Employee and Family Assistance Program (EFAP) and our online health and wellness services.
Following the transition to Homewood, plan members will benefit from added features:
- Signing in to Homewood Health online allows the platform to customize content unique to your interests.
- All plan members will have access to a Health Risk Assessment to help identify health and wellness barriers.
- i-Volve, Homewood's online cognitive behavioural therapy program is available for all plan members to help them manage anxiety and depression.
Learn more about Homewood Health and how they will be providing your plan members with exceptional EFAP and online health and wellness resources.
What does the transition to Homewood mean for you and your plan members?
We will be working with you in the coming months to facilitate the transition and support your employees. Most importantly, there will be no disruption of service delivery to employees who are currently in short-term counselling with our current EFAP provider.
The transition timeline
Groups without an EFAP
Online health and wellness resources will be available through EquitableHealth.ca just as they are now. Here's what you can expect in the coming months.
September
- We will send plan administrators an email with more details about the resources available to assist in the transition, including:
- How to register for Homewood Health online
- A video orientation for plan members
October
- October 1st – plan members can access the Homewood online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.
The transition timeline
Groups with an EFAP
We’ve created a helpful infographic that outlines the steps involved in the transition to the Homewood Health EFAP over the coming months. Please save or print it for easy reference. Below are some of the highlights.
August
- We will send plan administrators an email with official notice that the enrolment certificate for our current EAP provider, LifeWorks, will terminate on Sept. 30, 2019, and that Homewood Health Inc. will be our new Employee Assistance Program provider as of Oct. 1.
September
- Homewood will send you a welcome email, including how to access the EFAP, who to contact for support and where to find resources to help share the news with plan members.
- Homewood will follow up directly to answer any questions you may have.
- Homewood will begin offering orientation and training sessions for both plan administrators and plan members. These will be running throughout the fall so you can attend at your convenience.
October
- October 1st – plan members can access the Homewood EFAP and online resources! They simply need to visit homeweb.ca/Equitable to sign up and create their unique login.
- Orientation and training sessions will continue to be available for both plan administrators and plan members throughout October.
Learn More
The resources listed below answer common questions about Homewood and our EFAP transition:
If you have a question that is not addressed here, please contact your Group Account Executive or myFlex Sales Manager.
- COVID-19 Group Benefits Updates
- Submission to Commission - How fast is it?
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An Exciting Fund Lineup Offered with Equitable Generations
Equitable Generations™ is a Universal Life product that offers investment options that resonate with today’s 21st century client while reducing every fee possible. It also reduces the cost of insurance to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
Fund Features of Equitable Generations:
● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
Learn more about our new funds:
● American Equity Index (ESG)
● Canadian Equity Index (ESG)
● Special Situations fund (Fidelity)
● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
● Target Date funds (Fidelity)
● Details on funds available
● Get all your ESG questions answered with Margaret Dorn, S&P