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1. 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.

2. 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.
    
3. 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. 

4. [pdf] Segregated Fund Annual Report - December 31, 2025
5. [pdf] Guide to MGA contracting
6. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
    
   We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
    
   Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
    
   Looking for more information?
   Additional details regarding the process can be found here and in the FAQ.
   Please contact your Regional Sales Manager if you have any questions.
7. 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
   
   
   
   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 Select^TM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.

   
   Learn more
   
   You won’t want to miss it!

8. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

    
   
   
   
   
   
   
   
   
   
   
   
   
    
   
   
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   December 6, 2022
    

9. Submit transfer forms automatically with EZcomplete!

   
   Save time, effort and the hassles of transfer forms with EZcomplete^®!

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    
   With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.* 
   
   1. Pick the name of the relinquishing institution
   2. Choose the e-signature option
   3. Save the transfer form for your records  
   
   Easy as 1-2-3!
    

   Want to take EZcomplete for a test drive? Play around in the sandbox with a demo client account.	Ready to start with the real thing? Submit your transfer form request today.
   Take me to the sandbox	Take me to EZcomplete

   
   
   * Available for e-signatures only
   ^® denotes a trademark of The Equitable Life Insurance Company of Canada.
   
   December 6, 2022
    

10. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
    • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
    • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
     
    EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
     
    Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Regional Investment Sales Manager. 
    
    Posted November 27, 2023