Reason Why Letter, Advisor and Privacy Disclosures can now be prepared within Fast & Full!
Empire Life is thrilled to announce a new time-saving feature in Fast & Full Insurance and Investments that can simplify your compliance process with a new digital tool.
Now you can create your Advisor Disclosure Statement, Privacy Consent, and Reason Why Letters directly within the Fast & Full platform – providing a convenient option for your Digital Compliance activities.
Be market ready with Empire Life segregated funds whether you Step, Walk or Run back into investing
Your clients may have been benefitting from increasing rates since 2022, however, central banks across developed countries have begun lowering interest rates since May 2024, effectively lowering money market yields.
While your clients may be hesitant to re-enter equity markets given market volatility experienced in 2020 and 2022, the numbers tell a different story. Equity markets have steadily recovered, and a strategic approach to risk can unlock significant long-term opportunities.
Your client could win $8,000 to kickstart their first home savings
Empire Life’s FHSA Contest
Building home savings is important for many Canadians, and we’re helping get those savings started by offering one lucky client $8,000 just for opening an FHSA with Empire Life. As a bonus, you, as their servicing advisor, can win a cash prize of $2,000 for helping them recognize the benefits of starting their home savings sooner rather than later.
Important Update: Regulatory Changes to Quebec LIFs - Action May Be Required
New rules come into effect that will impact Quebec Life Income Funds (LIFs), effective January 1, 2025. These changes may require action from Advisors.
Enhanced support for your large cases now starting at $10,000 annual premium
In addition to the subject matter expertise offered by the Tax, Retirement, and Estate Planning (TREP) team, you can now access Priority Services and direct access to a senior underwriter and new business team supporting you on your large cases starting at $10,000 in annual premium instead of $25,000.
Learn How to Defer Tax Payments with an Estate Freeze
Help your clients take control of their legacy with an Estate Freeze. This strategy may allow your clients to transfer wealth on their terms, minimize taxes, and help secure their family's financial future.
The 2024 Canadian tax changes may significantly impact your clients' financial plan. This presentation breaks down the new capital gains rules, including the increased inclusion rate and the incentives for Canadian business owners, and how they interact with life insurance products. Learn how to help optimize your clients' financial strategies and minimize their tax liability with real-world case studies and actionable insights.
CE credit offer available until March 10, 2025.
A quiz will appear after the webinar has been viewed.
Delegated Access and Multi-Factor Authentication (MFA)
Empire Life enabled Delegated Access for Fast & Full® Insurance, Fast & Full® Investments, and the eVision Insurance Illustrator™ based on the access permissions associated with an advisor’s Empire Life code. Assistants now experience a more secure process to conduct business on behalf of their advisors. We will also roll out multi-factor authentication (MFA) in 2025. MFA provides an added layer of security to the Empire Life platforms, helping to reduce the likelihood of unauthorized access.
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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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