Spotlight on the Empire Life Tax and Estate Planning Team

INVESTMENTS NEWS

Please join us for our next TRIIPSS Webinar:
Retirement income – Tax considerations
and strategies?

Do you want to level-up your tax knowledge of segregated funds

This session explores the taxation of segregated funds, specifically the tax consequences for older, retired investors holding investments in non-registered accounts. Using case studies, attendees will learn applicable strategies to help optimize tax efficiency, as well as advise clients on the tax implications of their investments – an important and often missing value added service!

Date: August 26, 2021
Time: 2:00 p.m. to 3:15 p.m. ET
CE credits: Pending
Replay: Access to replay will be provided after webinar

Missed the latest Empire Life Multi-Strategy GIFs update?

Empire Life Multi-Strategy GIFs are a suite of segregated funds which combine actively managed investments from third-party managers and passive strategies through ETFs exposure. They are designed to help reduce risk and may provide more consistent returns by investing in multiple investment styles, while applying tactical management to take advantage of market opportunities.

Find out more about our funds and how they are positioned going forward.

Why more investors are considering sustainable investing

Interest in Sustainable investing (or ESG investing) approaches has exploded in recent years. In fact, according to Google Trends, global interest in ESG investing reached its highest level in June. Further evidence can be seen in fund flows to sustainable investment funds (mutual funds, ETF’s, segregated funds), creating an opportunity that simply cannot be ignored.

Read more to understand the key drivers of interest among investors and how you can identify it.

Empire Life Asset Allocation Fund, Class A:
25+ years of excellence!

The tactical flexibility and “go-anywhere” approach of Empire Life Asset Allocation Fund, Class A has driven the fund to consistently deliver performance in the first or second quartile over a number of years. Past performance is no guarantee of future performance. Class A is only available to existing contract holders.

The newly updated flyer provides illustrations and positioning points to help articulate the value of this fund and can be customized with your contact information for you to share with clients!

Investment client net growth calculation on MyEmpire

We recently launched a new feature on My Empire allowing your clients to view their investments’ net growth and transaction details online. Based on feedback received from clients and advisors, we have modified the way we are displaying this feature to be more consistent with industry best practices.

To view their updated investment net growth and transaction history, clients will need to simply log-in to their MyEmpire account, select their policy and click on “Net growth & transactions”. An email communication will be sent to your clients informing them of this change.

INSURANCE NEWS

Beneficiary Designation Form now available for eSignature on My Advisor Dashboard

The popular and frequently used form D-0017 for beneficiary designation has now been made available as an eSignature form on My Advisor Dashboard. The form allows you to name or change the beneficiary on an existing policy or contract, name additional beneficiaries, and acts as a supplement to a new application. All you need to do is complete the form and have your client sign it electronically.

eSignature forms are secure, encrypted and can be instantly signed anytime, anywhere, and on any device. Save yourself and your clients valuable time and money while saving the environment.

Not registered yet? My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions.

Ask your clients and prospects: "Why Pay More?" to cover their mortgage when they can save with Empire Life 

Show your clients how Solution 25 term life insurance stacks up to the "mortgage life insurance" offered by the big banks. Hint: it's not even close!

Our very popular "Why Pay More?" client mailer has been updated with our current rates to show how your clients can save as much as 56% vs. the banks and still get all of the benefits of individually-owned coverage. This compelling piece can be personalized with your contact information and is available with either a female or male case study.

Download the client-friendly pieces below and personalize with your contact info. Need help? Speak to your Empire Life account team to order.

Now Available On-Demand
Old MacDonald Had a Farm: Business Transfer and Estate Issues and Options

This informative and thought-provoking session provides an overview of business succession planning and the tie-in to estate and legacy planning. Attendees will learn about some of the issues and options on a sale or transfer to children, particularly when not all children are involved in the business.

CE credit offer available until October 27, 2021.

Insurance Webinar Now On-Demand
Ensuring Stability: Inside the Empire Life Participating Account

Join us for a rare behind the scenes look at Empire Life’s participating products including key product features, dividend scales, and in particular, the underlying investment components and strategy of the Participating Account.

CE credit offer available until October 14, 2021.

CORPORATE NEWS

Helping advisors establish a complaint handling procedure

All Advisors should have a documented complaint handling policy in place to ensure complaints are handled in a fair and timely manner. Having a documented complaint handling policy is an industry requirement and is mandatory  for advisors licensed in Quebec.

We are pleased to announce that we have added a segment on complaint handling to the compliance section of the advisor website. In the complaint handling section, we have added a reference document and templates to assist our distribution partners with implementing a complaint handling policy.

Empire Life announces second quarter 2021 results

We announced our second quarter 2021 results. Read the news release.