Coming soon: Empire Life Market Perspectives Fall Webinar Series
This fall, we'll be bringing insights and perspectives from a variety of investment managers, including Fidelity Investments, Invesco Canada, Canoe Financial and Empire Life Investments®. Find out where the teams see opportunity and how the portfolios are positioned. Watch your inbox for dates and additional details.
September 25
Invesco Canada: Accessing innovation with Nasdaq 100
October 3
Fidelity Investments: First Cut is the Deepest: Productivity, Potential & Positioning
October 9
Canoe Financial: High Conviction Global Investing–Investing Beyond the Noise
October 16
Empire Life Investments: Looking for Growth Opportunities
Quicker processing of policy change applications
The New Business and Policy Change departments are pleased to announce that updates have been made to our Application for Reinstatement of Life Insurance (C-0001) and Personal History Interview process, rolling out on August 16, 2024. These changes have been implemented to expedite the processing time for your policy change applications!
Do your clients understand the new changes to the capital gains tax and how it could impact keeping their cottage in the family?
Changes to the capital gains tax will affect those looking to preserve their cottage or secondary property within the family after they pass. This presents a great opportunity to revisit discussions with your clients who own, or whose parents own, a cottage to help them understand offsetting capital gains that will affect the future owners of the property by using life insurance.
Preserve family cottage memories with our new PAR enhancements
Dave Paterson, Portfolio Manager at Empire Life Investments Inc., shares insights on market action in the second quarter of 2024. Equity markets continued to generate positive returns for investors, with most major indices ending in positive territory. Tech giants again led the charge. Dave also provides a review of his management of the Empire Life Multi-Strategy segregated fund portfolios in language that’s suitable for your investors.
The Financial Markets at a Glance infographic provides a high-level, visual way to explain the past quarter’s market changes to your investors. It presents a brief overview of world events and their impact on global markets. Easily digestible bits of information are broken down by Canadian, U.S., global equities and fixed income using colourful graphics and symbols so you can give your investors a big picture overview of what happened in Q2 2024.
A Group of Seven tax issues and opportunities for investment clients and advisors
Join the Tax, Retirement and Estate Planning Services team as they cover seven key tax issues and opportunities for investment clients and advisors. One featured item will be the new capital gains inclusion rules and exemptions.
In this session advisors will pick up some ideas that will help them get started in the right direction for their practice and strengthen their clients’ financial well-being.
CE credit offer available until November 19, 2024.
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Policies are issued by The Empire Life Insurance Company.
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A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Please read the information folder, contract and fund facts before investing. Performance histories are not indicative of future performance.
Empire Life Investments Inc. is the Portfolio Manager of certain Empire Life segregated funds. Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company.
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