In this webinar, Peter Wouters, alongside Carl Presland, from Empire Life, will present how to position complex cases using life insurance-based solutions for young professionals, complex family dynamics and tax efficient investing for corporations. They will also demonstrate how leveraging specialists in tax, retirement and estate planning, can help add value to your client meetings and in turn, help grow your practice.

 

Join the Webinar:

Wednesday, March 22, 2023, at 1:00pm to 2:00pm ET 

This webinar will also be available in French on March 28th, 2023 1:00 pm to 2:00pm ET.

CE credits: Pending.

CE certificates will be provided by Investment Executive, not Empire Life. 

First Piece of Business Rule

We are pleased to announce that effective immediately, new advisors will no longer be required to have a first piece of business in order to submit contracting. Provided the advisor meets our criteria for contracting, a code will be issued and the advisor will then have 6 months to write business.

Helping Canadians experience the Empire Life Difference for over 100 years

Proudly Canadian, January 2023 marks Empire Life’s 100th year of helping Canadians build wealth, protect their financial security, and achieve physical, mental and financial health. Advisors tell us that there's a difference when it comes to working with Empire Life. Defining that difference is simple: people, products, and digital processes. Learn more.

New Business: Issue Instructions

NEW: Child Rider Conversion Application

Look to our shining stars:

Our top-performing funds for February

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

Your clients can now see MORE details about their Investment Options on MyEmpire^TM

The customer portal now shows your clients more Investment details about their Guaranteed Interest Contracts and Elite/Elite XL plans with Guaranteed Interest Options with a detailed transaction overview of the guaranteed interest options for compound and simple interest investments.

 

MyEmpire now also shows Net Growth and Transaction History for Elite/Elite XL plans with Guaranteed Interest and Daily Interest options.

What it takes to be a winner

How the Empire Life Asset Allocation GIF was positioned for success in 2022 and beyond. Read Doug’s commentary for insights and why the Empire Life investment team feels the Empire Life Asset Allocation GIF is well-positioned for success.

Now available on demand:

Wealth building and preservation strategies for a
successful year

Much time and attention is devoted to the importance of building wealth for the long term, particularly around RRSP season. What about the preservation of these portfolios particularly when a critical illness strikes? What are clients’ expectations of the discussions advisors have about the tax impact on their portfolios?

Using case studies and client surveys, we will briefly
cover off some key issues and opportunities for investment clients and advisors. We will also cover off concepts to help both preserve and protect financial assets. In this session, you will come away with strategies to help you get the right start in a good direction for your practice, and your clients’ financial wellbeing.

CE credit offer available until May 22, 2023.
A quiz will appear after the webinar has been viewed.

This webinar is also available in French

Two Empire Life investment funds named best in class for 2022

We are pleased to announce that Empire Life Asset Allocation GIF and Empire Life Short Term High Income GIF  have been recognized for their exceptional risk-adjusted performance over the previous calendar year, each winning a Fundata FundGrade A+ Award. The award-winning funds exemplify the Investment team’s disciplined investment style, with a strong emphasis on finding attractively valued, high-quality businesses, with a focus on downside protection.

Now available!
Multi-Strategy Investor Q4 Commentary

Dave Paterson, CFA, Portfolio Manager shares insights on market action in the fourth quarter of 2022, commenting on how equity markets ended a challenging year by rewarding investors with solid gains in Q4. He discusses how fixed income markets ended the year on a mixed note and inflation may have peaked, but factors such as war in Ukraine, high inflation and an expected economic slowdown in 2023 mean there are still many challenges on the horizon. 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.