Empire Life
Insurance & Investments
Simple. Fast. Easy.


Empire Life is pleased to announce the release of the Tax Free Savings Account (TFSA) Estate Maximizer Strategy, a new Advanced Sales Concept from Empire Life, the only strategy of its kind on AddCALC.Symbol 105 – 1

The TFSA Estate Maximizer strategy is designed to optimize the estate value of holdings in a TFSA that are not required for retirement income.

It works by systematically transferring the accumulated savings in a TFSA and redirecting some future annual TFSA deposits to purchase a permanent participating life insurance policy.

The desired outcome of the strategy is to maximize the estate value of the holdings in TFSA accounts and bequeath these savings to heirs or favored registered charities. 

Symbol 106 – 1@2x

Symbol 85 – 1Get Started

Make sure you have the most
up-to-date software.

Life Illustrator Install

Symbol 88 – 1 Sales Tool

New consumer flyer with detailed
case study. Now available on

Download the Sales Tool

Symbol 109 – 1

Instagram TwitterFacebookLinkedin     Visit our blog

The Empire Life Insurance Company
259 King Street East, Kingston Ontario K7L 3A8
1 877 548-1881
8:30 am to 5:00 pm, EST weekdays

You are receiving this email as a valued distribution partner with Empire Life. For dealer use only.

®/™ Registered Trademark and Trademark of The Empire Life Insurance Company

Update your email preferences to choose the types of emails you receive.

Unsubscribe | View in Browser