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  1. [pdf] Health Care Spending Account - Plan administrators
  2. Savings & Retirement Policy and Procedure updates regarding Electronic Signatures We have updated our policies and procedures regarding electronic signatures in the Savings and Retirement department. We are now able to accept electronically signed documents, from all major third-party signing vendors.  

    Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing. Including esign@equitable.ca as a non-signing reviewer is secure, quick, and efficient. Documents no longer need to be emailed to us – eSigned documents are sent directly to us once all signatures are completed, therefore you do not need to notify us once the documents are signed.  

    When esign@equitable.ca is not used to submit electronically signed documents, the following criteria are required: 
    • The original signed form and audit trail with all the security features intact 
    • The email address used to sign must match what is in our files (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation. 

    A guide on how to use esign@equitable.ca can be found here.

    Please note that Equitable does not accept digital signatures (images or fonts of a signature which are not stamped). 

    Date posted: June 13, 2024
  3. Equitable Life Group Benefits Bulletin - September 2022

    Homewood Health launches Sentio, an upgraded iCBT platform

    Equitable Life’s mental health partner, Homewood Health, has launched Sentio, an upgraded platform for Internet-based cognitive behavioural therapy (iCBT). This self-directed platform is now available to all Equitable Life clients, and it replaces Homewood’s previous iCBT platform, i-Volve.

    Sentio Self-Directed iCBT is a comprehensive digital cognitive behavioural therapy platform. Developed by Homewood’s mental health experts, it is an action-oriented solution for plan members, giving them practical resources and activities to help with their depression, anxiety and overall mental health challenges.
     
    Available as a standalone app, on mobile, tablet and desktop, Sentio contains over 20 unique treatment goals for issues like stress management, improving sleep, managing depressive thoughts, and coping with panic. Users can work through treatment goals in any order, at their own pace. It also includes tools and resources to help plan members build skills and change their thought patterns. 

    Sentio iCBT benefits

    Sentio integrates seamlessly with Homewood Pathfinder so that users can easily locate and take advantage of the iCBT activities available. Sentio also includes a number of unique features:
    • More interactive features and activities to help plan members build valuable mental health skills
    • Integrated symptom measurement and progress tracking
    • Interactive multimedia learning and cognitive exercises to enhance learning
    • Progress, learnings, and exercises that have been accessed are available to be re-accessed for 12 months 
    Access to i-Volve will end 30 days after your clients received access to Sentio, but plan members can complete any in-progress sessions until then.

    Please contact your Group Account Executive or myFlex Sales Manager if you have any questions.
     

    Streamlining disability claims with Opifiny

     Equitable Life is partnering with Opifiny to provide a quicker and more seamless disability claims experience.
     
    Opifiny is an online platform that streamlines the disability claims process for consulting physicians, benefits plan sponsors, and disability plan members. Equitable Life will be using Opifiny for ongoing disability claims management, modernizing the process of gathering medical assessments and information.
     
    Disability claims frequently involve several instances of correspondence between Equitable Life and the plan member’s medical team. By using the secure platform, health care professionals can access, respond to and process medical insurance requests easily from any device. They can typically complete administrative tasks associated with disability claims in a quarter of the time. The platform is secure and protects the privacy of their patients’ confidential information.
     
    By digitizing and modernizing the claims management process for doctors, Equitable Life will have faster access to higher quality claims information. For some claims, using Opifiny may enable Equitable Life to help plan members safely return to work sooner.
     

    Reminder: Obtaining plan member signatures on all administration forms

    Please remind your clients that plan members must sign all administration forms, including enrolment forms, benefits change forms, and beneficiary designation forms. Once completed, a plan administrator can keep the form or send it to us. We are not able to accept a beneficiary designation that has not been signed by the plan member. Having appropriately signed forms helps to ensure that any life insurance claims are paid to the intended recipients.

    For your clients’ convenience, forms can be signed electronically using one of our approved vendors, which include DocuSign, BambooHR, Adobe Sign, and many more.

    If you have questions about providing signed forms, please contact your Group Account Executive or myFlex Sales Manager.
     

    Correction: Coverage for full-time students and dependents with disabilities

    In our August edition of eNews, we provided incorrect information about benefits coverage options for over-age dependents. We indicated that over-age dependents who are full-time students may continue to be eligible under the plan member’s benefits plan if they are studying in their home province. However, attending a post-secondary institution in their home province is not a requirement for continued eligibility. Dependents who are full-time students may continue to be eligible for coverage regardless of where in Canada they are attending post-secondary education.

    If your clients have any questions about extending coverage for over-age dependents that are full-time students, please notify them of this error.
     
    We apologize for any inconvenience or confusion this may have caused.


     
  4. [pdf] Do you know Dakari and Ash
  5. Two options for supporting plan members during the pandemic

    We know these are difficult times. In addition to concerns about their health and the health of their family, working Canadians are worried about their jobs and their finances. Fortunately, through our partnership with Homewood Health®, we have two options for employers to support their employees through this crisis.

    Below is an overview to refer to when you're meeting with your clients. Or you can download this PDF version.

    Homewood Online (Homeweb)

    All Equitable Life® clients and their plan members have access to Homeweb, a personalized online mental health and wellness portal. Accessible via the web or mobile app, Homeweb includes an online library of interactive tools, assessments, e-courses and resources to support plan members through the pandemic.

    Homewood Health Employee and Family Assistance Program (EFAP)

    Employers can provide additional support by adding the Homewood Health EFAP. In addition to full access to Homeweb, it offers confidential short-term counselling through a national network of mental health professionals, plus other resources and tools.

    To make it easier to understand the options, here’s a detailed summary of what’s included with each:

    Service Description Homeweb EFAP
    Homeweb.ca A secure and personalized online portal that includes hundreds of articles and resources, including e-books, toolkits, self-assessments, podcasts and more.
    Homeweb Mobile App One of Canada’s newest EFAP mobile apps that allows users to access every one of Homewood’s online tools and resources wherever they are.
    i-Volve Cognitive Behavioural Therapy Tool An online self-directed treatment tool that helps coach plan members to identify, challenge and overcome anxious thoughts, behaviours and emotions.
    Online Health Risk Assessment An online tool that helps plan members identify and address their health and wellness risks and barriers.
    Short-Term Counselling Short-term counselling provided face-to-face, by phone, email, chat or video through a national network of counsellors and clinical professionals.  
    Life Smart Coaching A suite of telephonic and online services including coaching and resources to help employees manage their life balance, finances, health and career. Online resources only.
    Trauma response Prompt, compassionate and effective response to traumatic events, consisting of one three-hour block with one counsellor at one location per year.  
    Legal Resources One-on-one consultation with a lawyer for guidance on issues such as family law, civil litigation, real estate and immigration. Online resources only.
    Key Person Advice Line (KPAL) Designed for HR, managers and supervisors, this service provides Online Management Resources and Workplace Situation Professional Support.  
    Resource Locator Online childcare and eldercare resources locators.

     

    For more information, please contact your Group Account Executive or myFlex Sales Manager.

  6. [pdf] Business fact finding sheet (fillable)
  7. 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.

    ​​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
  8. Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
    The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.   

    Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
     
    Register now
     
    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
     
  9. Equitable Life Webcast Series featuring Fidelity Investments


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.




    In this webcast, we welcome

    speaker-(2).jpg

    Join us to learn about the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.


    Learn more

    You won’t want to miss it!