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As a reminder, effective December 31, 2024, existing pre-authorized debits (PADs) into Class Plus 2 and 2.1 contracts will be discontinued, and Class Plus 2.1 will be also closed for all additional deposits. This means this will be the last chance for Class Plus 2.1 clients to make additional deposits of up to $25,000.

This fall, we'll be bringing insights and perspectives from a variety of investment managers, including Fidelity Investments, Invesco Canada, Canoe Financial and Empire Life Investments^®. Find out where the teams see opportunity and how the portfolios are positioned. Watch your inbox for dates and additional details.

October 16, 2:00 pm (EDT)

Empire Life Investments: Looking for Growth Opportunities

Now available on demand

Invesco Canada: Accessing innovation with Nasdaq 100

Now available on demand

Fidelity Investments: First Cut is the Deepest: Productivity, Potential & Positioning

Now available on demand

Canoe Financial: High Conviction Global Investing–Investing Beyond the Noise 

CE credits: Pending
To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.

The Fourth Industrial Revolution is an opportunity to participate in a transformative global economic shift. New technologies like AI and the IoT are being adopted at an unprecedented pace, creating a tidal wave of change across industries. While technology makes it easier to invest, the role of a knowledgeable advisor has never been more critical.

This presentation highlights the critical role of buy/sell agreements in business succession planning. We'll explore how advisors can initiate conversations with clients by discussing the potential pitfalls of not having a buy/sell agreement. Additionally, we'll delve into the key factors in determining adequate life insurance coverage to effectively support a buy/sell agreement, focusing on key person replacement, share repurchase, and debt repayment considerations. Equip yourself with the knowledge to guide your clients in securing their businesses and ensuring a smooth transition in case of a shareholder's death through proactive buy/sell agreements and life insurance planning.

Join the webinar: 

Date: Tuesday, October 22, 2024, at 2:00 pm to 3:00 pm ET
This webinar is also available in French on October 23, 2024, at 10:00 am.

Important updates to the Proceeds of Crime (Money Laundering) and Terrorist Financing Act came into effect on August 19th, 2024. Ensure your compliance program is up to date to help protect your business.

More details can be found here.

We're committed to continuously improving your digital experience with My Advisor Dashboard. Based on your valuable feedback from our recent survey, we're working on a new and improved solution to replace Ely, our Portal chatbot. Until then, we will be removing Ely from My Advisor Dashboard effective October 17th. In the meantime, if you are looking for a form, click on the Forms & Application menu and then the Form Search link. You can also use the chatbot on empire.ca/advisor or call Customer Service.