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As we approach the end of the year, it's a critical time to reassess client portfolios. Year-end planning is more important than ever, with opportunities to help clients consolidate their retirement and income plans, review tax considerations, and add contributions before year-end cut-off dates.

You can now access all your client information and view real-time updates on My Advisor Dashboard.

• No more redirects to the Business Centre: you can search for clients by name without leaving the Dashboard.
• It's easy to use: Enter at least two letters of your client's name and hit "Search" to get a list of your clients.
• Look up by postal code: You can now look for your inforce policies by postal code, making searching for multiple clients in one household easier.
• Enhanced policy details: Client Search leverages the recently launched Policy Search, which provides more policy information than the Business Centre, including premium amounts per coverage, conversion expiry dates, beneficiary information, and more.

Use the new Client Search to save time and deliver exceptional client service with all the information you need at your fingertips.

Join us for an exclusive video where Rob Popazzi, Vice President, Retail Distribution, sits down with Mike Stocks, Vice President and Chief Marketing Officer, Retail, to talk about What's New and What's in the Queue in the world of insurance at Empire Life. Key highlights include the latest product enhancements and programs that are in store for the upcoming quarter.

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 help 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 help to ensure a smooth transition in case of a shareholder's death through proactive buy/sell agreements and life insurance planning.

This webinar is also available in French.

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, 2024. 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.

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.