Grow your business and give clients investment flexibility with the Empire Life no load purchase option. You receive an upfront commission of 3.5%, and if your client withdraws more than the annual free withdrawal amount within 3 years of the deposit, a commission chargeback will be applied to you.
Earn more and get rewarded for growth with Empire Life Guaranteed Investment Funds. Until December 31st, 2023, earn a commission bonus1 for actively promoting the value of Empire Life Guaranteed Investment Funds (GIF) to new and existing clients.
1 The campaign will pay a commission bonus on all eligible deposits received and processed into Empire Life Guaranteed Investment Funds contracts - GIF 75/75, GIF 75/100 and GIF 100/100 from January 2, 2023 at 12:01 a.m. (ET) to December 29, 2023 at 4:00 p.m. (ET). All existing recurring Pre-Authorized Debits (PADs) as of January 2, 2023 are eligible for the commission bonus.
Presenting PAR as an Asset Class to clients for Financial Literacy Month
Do you have risk-averse clients who rely on non-registered, fixed-income investments and are looking to transfer wealth to the next generation? Start the conversation with your clients by sharing a client brochure today.
Update your clients’ addresses online via My Advisor Dashboard
Did you know that you can make client address and phone number changes directly from the My Advisor Dashboard home page by going to the “Business Support” section and clicking “Update Client Address”? Once submitted, you will see a confirmation screen that you can save for your records.
Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q3 Holdings Update for Advisors
Dave Paterson, Portfolio Manager, shares the allocations of the Empire Life Multi-Strategy GIFs at the end of Q3 2023. 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 Q3 Holdings Update for Advisors.
The Empire Life Bond, Strategic Corporate Bond and Short Term High Income GIFs remain conservatively positioned. However, we continue to monitor opportunities to extend the duration and deploy capital.
The report ‘Upcoming RRSP to RRIF Conversions' in the Inforce Business Opportunities section on My Advisor dashboard lists your active RRSP (registered retirement savings plan) and LIRA (locked-in retirement account) clients turning 71 within the current calendar year. Please know that the deadline to submit conversions is December 7th. Use this list to reach out to clients with an upcoming conversion, discuss their needs, and provide them with options for their retirement planning. You can refer them to the "Planning for Retirement" guide. To check your Inforce Business Opportunities, log in to My Advisor Dashboard.
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