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Insurance & Investments
Simple. Fast. Easy.®
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January 21, 2021
Feature Growth GIF

QUICK LINKS

Empire Life offers greater choice with 3
new segregated funds

Unlock your growth potential with new Empire Life Multi-Strategy GIFs

Empire Life Multi-Strategy GIFs provide exposure to exchange traded funds (ETFs) and actively managed investments from third-party managers within one segregated fund solution.

Empire Life Multi-Strategy Global Growth GIF
Provides diversified global equity exposure targeting growth-focused investment solutions.

Empire Life Multi-Strategy Global Growth Balanced Portfolio GIF
Provides diversified global exposure targeting growth-focused investment solutions

Learn more about the new Empire Life Multi-Strategy GIFs

Sustainable Investing Made Simple: Introducing Empire Life Global Sustainable Equity GIF

Empire Life Global Sustainable Equity GIF invests in global companies that exhibit superior Environmental, Social, and Governance (ESG) factors while continuing the current management approach focusing on value and quality.

Learn more about Empire Life Global Sustainable Equity GIF

Information Circular
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INSURANCE NEWS
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The eBUNDLE BONUS is back for 2021! 

With advisors and their clients continuing to rely on digital options to meet their insurance needs, the Fast & Full Life App has delivered at an unprecedented rate with our simple, fast and easy solutions.

Until March 31, 2021, advisors will continue to earn 10% more FYC for submitting business via Fast & Full vs. paper and can earn up to an additional 5% FYC for all products when both the eHQ and the eContract Delivery options are selected in the Fast & Full Life App.

Learn More
s100

Important changes to Solution 100 Guaranteed Cash Values and Paid-Up Values 

Effective January 28, 2021, we will be implementing a number of changes to the future values of our Solution 100 non-par, whole life product:

  • Guaranteed Cash Surrender Values (GCSV) and Paid-Up Values (PUV) will start at the 10th anniversary year rather than the 4th anniversary year
  • GCSV and PUV from Year 10 to Year 17 will be reduced
  • GCSV and PUV remain unchanged for anniversary Year 18+

The new GCSV and PUV for Solution 100 will be available in the Envision 12.1 software release scheduled for January 28, 2021. For full details, including transition rules, please see the Information Circular.

Information Circular 
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Now available on demand: TRIIPSS Webinar “Accessing Cash Values from a Permanent Life Insurance Policy” 

Cash surrender values of a life insurance policy constitute an asset for the policy owner that can be accessed for different purposes.

Join David Thomas, Director, Advanced Sales and Marketing, to look at these case scenarios and learn about the different methods that can be used to access this asset class as well as the resulting consequences.

Advisors will be better positioned to help promote this asset class to their clients and add value for them concerning their tax and estate planning objectives.

Watch the Replay
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Do you need a Million Dollar Round Table (MDRT) certifying letter? 

Need us to complete an MRDT certifying letter? To make sure your letter is received at Empire Life by February 22, 2021, please take the following steps:

  • Step 1:
    Visit the MDRT website to download the qualifying letter and complete the appropriate sections.
  • Step 2:
    Email a scan of the completed letter to:leanne.dowling@empire.ca 

Once received, we will complete the letter and send it back to you.

Visit MDRT Website
Life Claims

Helping customers with the life insurance claims process 

We have launched a new web resource to help walk customers through the process for submitting a life insurance claim. It also includes links to required forms as well as an FAQ section that easily provide answers to questions that may arise during the process.

Since 2018, Empire Life has paid over 99.6% of all life insurance claims made on our policies. And, in a recent survey of Empire Life customers who submitted a life insurance claim from January through July 2020, respondents rated their satisfaction with the claims process an 8.8 out of 10 on average. Please feel free to share this resource with your clients.

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INVESTMENTS NEWS
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Investment webinar “New Funds in the Spotlight”

We’re excited to be adding two growth-focused solutions to the Empire Life Multi-Strategy suite this month! We’re also introducing the new Empire Life Global Sustainable Equity GIF! Join us for “New Funds In Spotlight” webinar featuring:

  • Ian Hardacre, CIO, reviews 2020 markets from a Canadian perspective and what we can expect from 2021
  • Ashley Misquitta, Senior Portfolio Manager, U.S. & Global Equities, and David Mann, Portfolio Manager, Global Equities, discuss the new Empire Life Global Sustainable Equity GIF
  • Dave Paterson, Vice President, Strategic Investment Solutions, talks about the new Multi-Strategy funds: Empire Life Multi-Strategy Global Growth GIF and Empire Life Multi-Strategy Global Growth Balanced Portfolio GIF
  • Jennifer Law, Senior Portfolio Manager, Canadian Equities, explains where she is finding opportunities in the Empire Life Small Cap GIF

Date: January 28, 2021
Time: 12:00-1:00 pm ET
CE credits: Pending

Register now

Please note that this webinar will be in English only.
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Register now for our next TRIIPSS webinar to learn about investment strategies for a successful 2021

Join Peter Wouters as he takes a look at the research, ideas and strategies for saving and investing money for the long-term. This session considers the backdrop of digital, COVID-19 and evolving consumer preferences. Advisors will walk away with concepts and case studies which they can use with their clients to help them get off on the right foot for a successful year.

  • Date: Thursday, February 4, 2021
  • Time: 2:00 p.m. to 3:15 p.m. ET
  • CE credits: Eligible
  • Replay: Access to replay will be provided after webinar

Register now
CanoeEL

 

Launch of a new segregated fund product exclusive to the World Financial Group distribution network

On January 18, 2021 Empire Life launched a new segregated fund product that will be sold exclusively through the World Financial Group (WFG) distribution network.

The product, the Canoe EL Protection Portfolios, was developed in collaboration with Canoe Financial (Canoe) and will offer segregated fund portfolios made up of Canoe mutual funds. The Canoe EL Protection Portfolios is only available for sale through agents contracted with WFG.

Information Circular
 Growth

 

Empire Life December 31, 2020 Investment Statements

The Empire Life December 31, 2020 Investment Statements were mailed to customers beginning January 19, 2021. Customers who have signed up for electronic copies of their statements (eStatements) will not receive printed copies. Clients can view their eStatements on MyEmpire as of January 18, 2021.

Advisor copies of all client statements are now available on the Business Centre. The online statements feature allows you to conveniently download statements as Individual (single policy) or Bulk (all policies in a .zip file).

For additional information about your customer’s statements, please see the Information Circular.

Information Circular
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Look to our shining stars

Deliver stellar results to your clients with our disciplined, long term investment management approach that focuses on quality and downside protection.

Learn More
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CORPORATE NEWS
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Empire Life Forms have been moved to My Advisor Dashboard 

Empire Life forms and applications have been moved to a new secure location – My Advisor Dashboard. These documents can now be accessed quickly and easily from the dashboard in one of three ways:

  • In the “Quicklinks” section
  • By clicking on the new Forms and Applications tab
  • By asking the chatbot

To view the new locations for Empire Life forms, register or log into My Advisor Dashboard today.

Register now/Login
blog

Reminder: Continuing Education (CE) Credits for those licensed in Manitoba 

Recently, the Insurance Council of Manitoba sent a notice to all agents licensed in the province to remind them of their obligation to ensure all Continuing Education (CE) Credit Hours are completed.

In March 2020, the CE reporting for this year’s license renewal was deferred to May 2021 for all licensed agents. The recent email sent was an early reminder that license holders must complete the required number of CE credits for both 2020 and 2021, and report them prior to their license renewal for 2021.

If you require further information, the notice from the Insurance Council of Manitoba can be found by clicking the button below.

Learn More
 Calendar

2021 weekly advisor pay schedule 

The 2021 Weekly Advisor Pay Schedule is now available. See the Information Circular for details.

Information Circular

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259 King Street East, Kingston Ontario K7L 3A8
1 877 548-1881
info@empire.ca
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