Our Online Additional Seg Fund Deposit Form now supports T2033 transfers – with a non-face-to-face option!

Transferring your client’s funds from another institution can be a frustrating experience characterized by weeks of delays until the proceeds are released. While we can’t make the release happen any faster, we can help you kick-start the transfer process with your clients. Our Online Additional Seg Fund Deposit Form can be completed in less than 5 minutes!

Our Form is suitable for non-face-to-face client meetings. You can continue to help clients that want to minimize face-to-face interactions or in person meetings. It’s pre-filled with owner information and fund codes and no paperwork or cheques are required. You can make a range of deposits and transfers with it:

• Make a one-time deposit
• Set up a recurring PAD
• T2033 transfer from another institution or from one Empire Life policy to another (full transfers only)

My Advisor Dashboard is our online access tool for advisors. We continue to enhance it with the features that advisors have been asking for – making you more productive!

Earn more commission on all Empire Life Guaranteed

Investment Funds digital deposits!

FOR ADVISOR USE ONLY

Segregated Fund contracts are issued by The Empire Life Insurance Company (“Empire Life”). 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.