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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
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From Insight to Inclusion: Engaging Women Investors with Confidence
Ready to help future‑proof your practice?
Create an experience that truly resonates with women investors.
Join our February Master Class, “From Insight to Inclusion: Engaging Women Investors with Confidence.” Learn how to design strategies that help attract, retain and deepen advisory relationships with women – today and for the long term. We will explore why women are essential to building and sustaining a successful advisory business. We will also share practical steps to help you engage them effectively.
We’ll cover:- Why women remain an underserved client group,
- Why inclusion is critical to your business growth, and
- How to develop strategies that help attract and retain women as value clients.
Why attend?- Turn research into real conversations that can build trust.
- Create a clear plan that speaks to women investors.
- Build a repeatable process for prospecting, onboarding and reviews – one that includes women in a meaningful way.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an insightful conversation with Susan Silma – lawyer, former regulator, client‑experience strategist and regular columnist for Investment Executive.
Don’t miss this opportunity.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
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Repositioned Wealth Accumulator available
Repositioned Equimax Wealth available now
As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.
Equimax Wealth is now repositioned for your high net worth clients
Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
Highlights of the repositioned Equimax Wealth Accumulator:
- More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
- Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
- More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
- More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.
Learn more
For full details on the transition, please see our transition rules.
For more information on this product, please visit the Equimax page on Equinet.
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Paper Pivotal Select applications (Form #1383 and #1384)
On April 27, 2020 Equitable Life® launched its NL-CB sales charge option to its Pivotal Select™ segregated fund lineup. The new option provides an additional choice to the existing Low Load (LL), No Load (NL) and Deferred Sales Charge (DSC) selections. To reflect the new sales charge option, Pivotal Select applications (Form #1383 and #1384) were updated.
The paper Pivotal Select applications (Form #1383 and #1384) with a version date prior to 2020/04/27 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted as of July 1, 2020. If you currently have applications with a date that is before 2020/04/27, please destroy them and order new applications from our Supply Team. To order new applications, click here.
Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non-face-to-face applications and allows your clients to provide their signature remotely on their own device.
For more information about the NL-CB sales charge option, please click here. For more information about Equitable Life’s EZcomplete, click here. -
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2
To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.
If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:
● Savings and Retirement (Form #1383, #1384, #799, #355), and
● Life Insurance (Form #350)
To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.
For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:
● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
● Life Insurance Anti-money laundering Legislation Requirements Summary.
● Government of Canada - Guidance on the Common Reporting Standard
● Financial Transactions and Reports Analysis Centre of Canada
If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.