This tax season clients can access tax documents online
With tax season approaching, the My Advisor Dashboard Tax Centre ensures seamless access to the following essential tax resources:
Tax Document Schedule: outlines when your clients receive their investment statements and receipts online and via mail.
Client Tax Document Search: enables you to effortlessly retrieve duplicate tax slips and receipts from your clients from the past two tax years
Notify Your Client Today: offers easy-to-use email templates to prompt your clients to access their tax documents swiftly with MyEmpire.
Learn more about how the Tax Centre simplifies tax season for you and your clients.
You can also view and download copies of your client's transaction confirmations from your My Advisor Dashboard in the Documents section under Transaction Confirmations.
Financial Markets at-a-glance infographic now available for Q4
The Financial Markets at a Glance infographic provides a high-level, visual way to highlight the past quarter’s market changes to your clients. 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 so you can give your clients a big picture overview of what happened in Q4 2023.
Dave Paterson, Portfolio Manager of the Empire Life Multi-Strategy GIFs, looks back at the fourth quarter of 2023 and revisits some of the events that impacted the markets.
As investor sentiment shifted towards expectations of a soft landing, fixed income and equity markets both finished the year off strong. Each of the Empire Life Multi-Strategy GIFs delivered positive returns in the fourth quarter, with the Empire Life Global Growth GIF-Class K gaining the strongest returns due to its growth tilt, which benefited from the strong performance of the "Magnificent Seven" stocks last year.
Empire Life wins two FundGrade A + awards for segregated funds
We’re pleased to announce Empire Life Asset Allocation GIF and Empire Life Canoe Moderate Growth Portfolio GIF* have been recognized for their exceptional risk-adjusted performance measured over the previous calendar year, each winning a Fundata FundGrade A+® 2023 award. This is the 6th time Empire Life Asset Allocation GIF has received this award.
We are proud to offer Canadians these award-winning funds, alongside a diverse range of other investment options, in our segregated fund contracts to help them build wealth and achieve their financial goals. This recognition by Fundata is a testament to our success, and we thank our investment partners for this achievement.
*This is the marketing name for the fund as an investment option under an Empire Life GIF contract. The fund’s legal name is Canoe EL Moderate Growth Protection Portfolio.
MyEmpire Simplified Registration
New insurance clients will now receive access to their MyEmpire online account as soon as a new insurance policy has been settled. To help your clients benefit from this self-service capability, please capture their email addresses in the application.
Your clients will get an email with the subject line 'Complete your MyEmpire online account setup' the day after their policy has been settled.
We’ve created a client information piece to help answer any questions your clients may have about MyEmpire.
This presentation will focus on an important tax consideration that could influence the choice of life insurance products offered to business owners. Since certain corporately owned life insurance products may have significant tax impacts at the death of business owners, advisors currently working or aspiring to work with corporate clients should be aware of these tax rules.
Attendees will learn how certain life insurance policies could greatly impact the estate planning of business owners. Through case scenarios and sample calculations, this presentation will help attendees be better equipped to choose and offer products suitable for their business clients’ needs. Attendees will also be presented with strategies to meet business owners’ estate equalization planning objectives.
If not, please complete this form so that we send Empire Life business emails to the correct email address.
For Advisor Use Only
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.
The Empire Life Insurance Company 259 King Street East, Kingston Ontario K7L 3A8 1 877 548-1881 info@empire.ca 8:30 am to 5:00 pm, EST weekdays
You are receiving this email as a valued distribution partner with Empire Life. For advisor use only.
®/™ Registered Trademark and Trademark of The Empire Life Insurance Company
All other trademarks are the property of their respective owners.
Update your email preferences to choose the types of emails you receive.
.png?upscale=true&width=318&upscale=true&name=TRIIPSS%20EN-2021%20(1).png)
