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1. Homewood Health COVID-19 Resources

   As the COVID-19 situation continues to rapidly evolve, you may need  information from a trusted source to support your clients, their organizations and their employees.

   Through our partnership with Homewood Health, the Canadian leader in mental health and addiction services, all of our clients and their plan members have access  to a number of tools and resources designed to provide guidance and support.

   Online Cognitive Behavioural Therapy

   For plan members dealing with increased anxiety during these uncertain times, Homewood’s Online Cognitive Behavioural Therapy tool, i-Volve, can help. Through self-paced, web-based therapy, i-Volve can help plan members identify, challenge and overcome anxious thoughts, behaviours and emotions.

   All Equitable Life clients and their plan members have access to i-Volve. It’s available 24 hours a day, seven days a week, wherever you choose to access it.

   Learn more about Online CBT or access i-Volve at Homeweb.ca/Equitable.

   COVID-19 Support Resources

   Drawing on their expertise in mental health, as well as guidance from trusted sources including Health Canada, the Public Health Agency of Canada and the World Health Organization, Homewood has created a number of resources to help support your clients and their plan members.

   • Self-isolation and quarantine: What you need to know
   • Quelling COVID-19 Anxiety
   • Managing stress and anxiety
   • How to speak to children
   • How to stay productive and motivated when working from home
   • The COVID-19 Pandemic: Managing the Impact
   • Support for First Responders, Front Line Workers and Public Facing Employees
   • Financial tips for your financial health
   • Increases in Domestic Violence
   • Those with family members in long-term care facilities
   • Parenting during a pandemic
   • COVID-19: Employee Fatigue, Isolation and Loneliness
   • COVID-19 Back to School - Considerations and tips for parents and caregivers
   • COVID-19: Back to School Support for Kids
   ​​If you have any questions, or wish to discuss the tools, please reach out directly to Homewood. They are here to help support you, your clients and their employees through these unprecedented times. Contact your Homewood Health Account Manager or Homewood’s Customer Experience Team by phone at 1.833.375.0270 or email customersupport@homewoodhealth.com
2. Are your clients looking for more Tax-Free Savings Account contribution room?
   Good news!  With the start of the new year comes new additional contribution room.
   
   A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today! ­
   
   For more information on the options available, please click here.
    
3. Delegation Requests Now Available on EquiNet We are excited to announce a new feature that will help make it easier for you to do business with Equitable Life.
    
   This new feature allows you, to submit a delegation request through the “Access” tab under your EquiNet profile. 
   
   Once the delegation request has been completed, the specified people will be able to view and manage the policies of the Advisor who submitted the request, as long as they have codes of their own within the system.
    
   Please contact the customer service team at customerservice@equitable.ca for more information.
4. Policy Loan History
5. [pdf] Pivotal Select Application - TFSA
6. [pdf] Pivotal Select Application - FHSA
7. [pdf] Daily/Guaranteed Interest Account Application - FHSA
8. Tools to manage mental health

   As we all continue to manage the impacts of the COVID-19 pandemic, it’s important to remind your clients of the valuable supports available to help their plan members cope through this challenging time.

   Free trusted information and COVID-19 resources

   Our partner FeelingBetterNow® is responding to the pandemic by providing trusted public resources that offer mental health support. They are available to anyone 24 hours a day, seven days a week, and include:

   • What to do if you’re anxious or worried about COVID-19;
   • Resources for parents and caregivers; and
   • National and Provincial Public Health resources.

   Access COVID-19 resources from FeelingBetterNow.

   FeelingBetterNow Mental Health Assessment

   In addition to these public resources, Equitable Life clients with FeelingBetterNow as part of their group benefits plan have access to online mental health resources. FeelingBetterNow can help plan members identify their risk for mental health concerns and work with their doctor on diagnosis and treatment. It’s an anonymous tool developed by mental health experts which provides:

   • Emotional and mental health assessments;
   • Practical, evidence-based tools employees and their doctor can use to assess, treat, and follow-up on emotional and mental health concerns; and
   • Convenient online access to information and effective resources.

   FeelingBetterNow is easy to use and completely anonymous. It takes less than 20 minutes to complete the assessment and view your results.

   Learn more about FeelingBetterNow, then contact your Group Account Executive or myFlex Sales Manager to discuss how your clients can add this service to their plan.

9. Supporting clients at claim time with KIND Did you know that our KIND™ program is available for new sales of Equitable Generations™ universal life and Equimax^_® participating whole life?
   
   In September 2022, we introduced our KIND program with our Equitable Generations launch and in February 2023 we announced the addition of KIND to new sales of Equimax.
   
   Our KIND program includes:
   ●  Compassionate Advance* - access up to 50% of your coverage to a maximum amount of $100,000 if the insured becomes terminally ill¹
   ●  Bereavement Counselling - benefit for beneficiaries up to $1,000 total¹
   ●  Snap Advance*- providing immediate access (if needed) of a portion of the death benefit up to $25,000 or the cash value of the policy, whichever is less when a death claim is submitted¹
   ●  Living Benefit - tax-free access to the policy cash value in the event of severe disability¹ We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.
   
   We offer benefits to clients and their heirs with our KIND program. This is an example of our commitment to our clients.
   
   
   To learn more about KIND with Equitable Generation or Equimax, read our our KIND Caring Claim Support Package or contact your local wholesaler.
   
   
   View our KIND video on YouTube or Vimeo! 
    
    
   ^® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada.
   * Snap Advance and Compassionate Advance are non-contractual and may be altered or terminated by Equitable Life at any time without notice
   ¹ Subject to meeting the eligibility requirements.
    
10. Feel confident and at ease with Cloud DX

    We’re making it easier for clients to access our Cloud DX services

    
    At Equitable^®, our clients are our top priority. As part of this commitment, EquiLiving^® Critical illness claimants can choose to have Cloud DX virtually monitor their vitals while they recover. This includes receiving tailored medical grade devices and six months of continuous virtual care monitoring.
    
    Empowering our clients
    We understand that receiving a diagnosis can be overwhelming, leaving clients feeling stressed and uncertain. Our streamlined process helps empower clients to feel more in control of their situation. Clients can feel calm and confident as they focus on their recovery.
    
    We’ve made the process to access the Cloud DX service easier!
    
    An Equitable client care specialist will:
    1. Reach out to the client when their claim has been received and explain the Cloud DX services that may help with their recovery. 
    2. Ask if they are interested in being contacted by Cloud DX to learn more and start the service if their claim is approved.
    3. Coordinate the client’s access with Cloud DX. Cloud DX will reach out to the client for an onboarding call

    Learn more
    
    For more information, please see the Cloud DX and Equitable advisor guide, or ask your Equitable wholesaler for more information.
    
    Connected Health is a trademark of Cloud Diagnostics Canada ULC. Used with permission. EquiLiving and Equitable are registered trademarks of The Equitable Life Insurance Company of Canada.
    
    Cloud DX is a non-contractual benefit and may be withdrawn or changed by Equitable at any time. To be eligible for the Cloud DX offering, a claimant must have received payment on or after February 12, 2022, for a covered critical condition benefit under an EquiLiving critical illness insurance plan issued by Equitable. An early detection benefit payment does not qualify.