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INVESTMENTS NEWS

Now available: Multi-Strategy investor Q3 Commentary and Advisor Holdings Update 

Dave Paterson, VP, Strategic Investment Solutions shares insights on market action in September, historically the cruelest month in the stock market year. Dave also provides his review of Q3 world events, their impact on the equity markets and his management of the Empire Life Multi-Strategy segregated fund portfolios in language that’s suitable for your investors.

Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q3 Holdings Update for Advisors. 

Financial Markets at-a-glance infographic now available for Q3 

Looking for a high-level, visual way to explain the past quarter’s market changes to your investors? The Financial Markets at a Glance infographic is the answer. It presents a brief overview of world events and their impact on global markets. Easily digestible bits of information are broken down by Canadian, US, global equities and fixed income using colourful graphics and symbols so you can give your investors a big picture overview of what happened in Q3 2021.

Help your clients bring their financial goals to life

Your clients look to you to help better plan for their future so they can live life — comfortably. Choosing the right asset allocation solution can help balance risk and growth within a client’s portfolio and provide a core framework for you to build an investment portfolio on.
 
From conservative to aggressive, Empire Life has a wide range of segregated funds to help meet your clients’ needs. Find resources and information to learn more about how the right asset allocation solution can help your clients achieve their financial goals.

The natural gas rally, its global implications and investment opportunities 

A combination of increased demand and curtailed supply has resulted in a significant rally in natural gas prices globally. The implications could be substantial with companies and governments making every effort to soften the impact.

In the latest From the Desk of, Sara Shahram comments on the significant global rally in natural gas prices, how it happened and the implications. Sara also shares how this information will be used in the investment process.

INSURANCE NEWS

Now available on demand:                        Beneficiary blow-ups: Focus on insurance    

Most beneficiary designations are made with good intentions — to make an estate as simple as possible in an effort to by-pass probate; or with a desire to provide equal distributions to one’s children. However, a simple oversight could create unintended legal, financial and personal consequence.

This session covers estate planning issues with a focus on insurance. 

CE credit offer available until January 26, 2022.

New sales aid! Could a 15% premium discount in year one cost more over the
long term?

For life insurance coverage that is intended to last 20 or 30 years, it pays to look at the cost over the entire initial term of
a policy to get the full picture.

We ran quotes for 344 scenarios for standard non-smokers, ages 18 to 60 and found that total costs for a client were lower for Empire Life in all but one case compared with the discounted rates of Company "Q". Download the new sales aid and see for yourself!

Earn up to +20% more FYC with the Fast & Full® Life App

Drive your business to new heights and grow your bottom line with the NEW, BIGGER eBUNDLE BONUS from Empire Life!

Earn 15% or 20% more FYC as compared to paper applications by submitting new Life and Health insurance applications using the Fast & Full Life App when clients select the Electronic Health Questionnaire (eHQ) and the eContract Delivery options.

It's faster, more convenient and now earns even more bonus commissions.

New application checklist for the Fast & Full Life App

To help ensure your client meetings go smoothly when completing a new life and health insurance application using Fast & Full Life App, we've updated our handy application checklist.

Use it prior to meetings to confirm with clients that they have all of the documents and information needed to complete the application in one sitting.

CORPORATE NEWS

Empire Life announces third quarter 2021 results

We announced our third quarter 2021 results. Read the news release.

Manitoba's Bill 8 Pension Benefits Amendment Act received Royal Assent on May 20, 2021 and will come into force on October 1, 2021. It includes many changes to the unlocking provisions of Manitoba locked-in pension funds that will provide Manitobans with more flexibility in accessing their locked-in funds. Key changes include:

• • • One-time 50% transfer by an individual age 55 or older, from a Locked-In Retirement Account (LIRA) or Life Income Fund (LIF) to a RRIF
    • Financial Hardship unlocking from a LIRA or LIF on any of the following grounds of financial hardship (low expected income; medical expenses, rental arrears, mortgage arrears); and
    • A LIRA or LIF owner who is at least 65 years old may apply to unlock the balance in one or more of their LIRAs or LIFs.