Navigating the global energy shift: balancing clean power with rising demand
We believe nuclear power has proven to be a reliable and environmentally friendly energy source. But how safe is it, and what are some of the other key benefits? Read Empire Life’s special report on nuclear power to learn about the role it may play in global economic growth and our transition to a greener future.
In our latest Off the Cuff video, Ashley Misquitta, Senior Portfolio Manager and Investment Strategist at Empire Life Investments Inc, summarizes the key benefits discussed in our latest special report. Take a look and feel free to share with clients.
NEW: Upcoming GIC/GIO Reinvestments on My Advisor Dashboard
We've made it easier to follow up on your client'sGICsand investment/insurance policies with a GIOdue for reinvestment.
The NEW Inforce Business Opportunities report - Upcoming GIC/GIO Reinvestments - lists your clients' policies for you to download. You can use the new timeline filter to select the opportunities you want to follow up on first.
Executor Roles and Duties - Tips, Tricks & Strategies
One of the most important decisions to make in estate planning is choosing your executor and trustee – referred to as an Estate Trustee. Who should act? Should you have two or more people act jointly? And who should be appointed as the alternates should your first choice be unwilling or unable to act? Also, what happens if they predecease you? Is your appointment current?
The answers to these questions can be critical to the success of your estate plan.
CE credit offer available until October 23, 2024.
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One more reason to choose Empire Life PAR: 2024 increase for participating plans
Empire Life is pleased to announce that the dividend scale interest rate for our PAR products increased from 6.0% to 6.25% on July 1, 2024. This increase was approved by our Board of Directors earlier this year.
The dividend scale can vary based on investment returns, mortality and lapse rates, expenses, taxes and other factors related to the participating policy block of business. The current change to the dividend scale reflects recent investment and mortality experience.
In June, 64% of Insurance applications submitted through Fast & Full when using eHQ and eContract, were issued in 5 business days or less! We've recently made the process even simpler with improved eHQ question numbering, leading to more efficient client meetings and a faster turnaround for your clients.
Case in point: Will CPP enhancements reduce the need for long-term savings in RRSPs and TFSAs?
The federal government created much fanfare in announcing enhancements to the Canada Pension Plan (CPP). Will CPP enhancements reduce the need for long-term savings in RRSPs and TFSAs?
Exploring Asia’s investment potential with CIO, Paul Holba
Paul Holba, Senior Vice President and Chief Investment Officer at Empire Life Investments Inc., concluded a week of meetings in Asia, starting in Hong Kong where he and colleague Kevin Lai met with executives of a global financial services firm. Watch as he discusses future strategies amid Asia's vast scale, from Hong Kong's bustling center to Jakarta's dynamic economy, emphasizing
This advisor infographic provides a high-level overview of FHSA. It's an update of our tax and estate planning team's original FHSA infographic. And now there's a print-ready version available as well.
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