New Enhanced Policy Search on My Advisor Dashboard
This new feature gives you instant access to all the client information you need and more:
No more redirects to the Business Centre: Find policy details for your inforce clients without leaving the Dashboard.
Easy to use: Enter a policy number and hit "Search" – all the details appear immediately.
Expanded policy access: Locate inforce policies previously unavailable through the Business Centre.*
Enhanced details: The modern design provides more policy information, including premium amounts per coverage, conversion expiry dates, beneficiary information, and more.
This tool will help you save time and support you in delivering exceptional client service with all the necessary information at your fingertips.
*Excluding the Concordia® block of business. The customer service team is at your service to give you policy and coverage information about your clients' Concordia policies.
Tactical changes made within Emblem Portfolios® – April 16, 2024
Find out more about the Investment Team’s1 views on the impact of recent events in the market and how the funds are positioned going forward. Download the latest asset allocation update for Emblem Portfolios.
Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and "Ageless Investing".
Attendees will learn about products and strategies that will help them position themselves as the “go-to” person for estate planning and investments. You will also learn ways in which our Tax, Retirement, and Estate Planning team can strategically partner with you while helping clients realize their financial objectives.
Date: Wednesday, May 22, 2024
Time: 2:00 p.m. to 3:00 p.m. ET
Speaker: Diana Mick
This webinar is also available in French on Wednesday, May 22, 2024 at 10:00 a.m. ET
Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q1 Holdings Update for Advisors
Dave Paterson, Portfolio Manager at Empire Life Investments Inc.1, shares the allocations of the Empire Life Multi-Strategy GIFs at the end of Q1 2024. See the percentage of allocations by cash, equity and fixed income. Take a deeper dive into the passive, smart beta and active equity holdings at the end of the quarter.
Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q1 Holdings Update for Advisors.
Off the cuff with Jennifer Law Uranium and the demand for nuclear power generation
Jennifer Law CFA, Senior Portfolio Manager, Empire Life Investment Inc.1, delves into the market factors influencing uranium prices, their impact on investment decisions, and the team's outlook on potential opportunities. Find out:
What's happening in the current uranium price cycle and what steps producers are taking to reduce excess inventory.
How geopolitical factors affect the price of uranium and the procurement process.
What steps the provinces are taking to meet the growing demand for nuclear power generation.
1Empire Life Investment 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.
Empire Life's Solution term life insurance maintains top rankings
As mortgage amounts increase, securing affordable life insurance for your clients is more important than ever. Empire Life can help with highly competitive rates tailored to specific client profiles.2 Our average market price ranking is #2 for coverage amounts up to $2 million coverage.2
Why recommend Empire Life? Beyond competitive rates, our Solution term products offer greater flexibility and more future options your clients will appreciate:
2 Rankings for the Solution Series® are based on the initial term premium rates on April 1, 2024, with the initial annual premiums compared against over 20 comparable products shown on LifeGuide. Quotes obtained on April 1, 2024, for the same life insured and amounts indicated.
3 Initial term premium rate discount shown is the maximum discount as of February 4, 2023, available for qualifying coverages of $1,000,001 and up. Individual discounts will vary depending on the life insured’s age, smoking status and gender. Use cases available upon request.
Pro-tip: How to access Empire Life’s competitive price rankings in Compulife
The default setting in Compulife uses AM Best ratings when showing insurance carrier ratings. As Empire Life is exclusively rated by DBRS, Empire Life term pricing doesn’t show up in the default price setting.
However, with two clicks, you can include Empire Life in your pricing reviews on Compulife:
1. In Describe Your Health, select ‘Regular (Average)’ 2. In Minimum Life Company Rating, select ‘Quote all with Best Rating’
Empire Life does not accept new business insurance applications completed over the telephone
Paper applications (D-0082) must be completed in person or via video conferencing. Use our Fast & Full platform to make the application process simple, fast and easy. Fast & Full can be completed Non Face-to-Face.
If not, please complete this form so that we send Empire Life business emails to the correct email address.
For Advisor Use Only
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.
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
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