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Insurance & Investments
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May 13, 2021
TRIIPSS Feature EN (350x375)

Join us for our next TRIIPSS Webinar:
Cross border insurance issues for
Americans in Canada

Should your approach to advising American clients and their families living in Canada be different? Join us for the second of a two-part series exploring the answer and other questions surrounding the implications for Americans living and working in Canada.

During this highly interactive and engaging case study, you will learn about U.S. tax return filing and reporting requirements while alive and at death, as well as the different income tax rules in Canada vs. the U.S. Learn about purchasing and structuring Canadian insurance-based solutions including life insurance.

Date: May 26, 2021
Time: 2:00 p.m. to 3:15 p.m. ET
CE credits: Pending
Replay: Access to replay will be provided after webinar.

Register now

Insight Insurance icon

INSURANCE NEWS

 

 

Insight Update

New Business Update

As many of you have asked for an update on our recent progress, we are pleased to report that we are on-track to return to normal service levels for new business by the end of Q2 2021.

 

 

We made significant progress in March and April to reduce issue times across all application methods, particularly for applications using the Electronic Health Questionnaire (eHQ) where well over half of contracts are now issued in under 5 business days. 

The following are the current average issue timelines for new insurance applications as of May 10, 2021:

FIFO - Metrics Table - to May Insight EN 1

>>Tips To Speed Up Files Through Underwriting

 

Budget 2021 Insight Feature 2

2021 Federal Budget Overview

Last month marked the first Federal Budget in two years. Get up to speed with our 2021 Federal Budget Overview package. Our tax and estate planning expert, Peter Wouters, shares his thoughts on an overview of the 2021 Budget and how it will impact clients in this timely 30 minute video.

A companion piece to the video, our client-friendly fact sheet highlights what's new in the Budget and how it impacts clients. Download the infographic to share with your clients and start a conversation about possible impacts to their financial plans.

Watch the video

Get the infographic

Insight April 2021 Blog

Money Sense and Peter Wouters help answer key questions for consumers about life insurance in Canada 

Getting the facts about life insurance in Canada can be a challenge. That’s why Money Sense magazine has put together a series of articles answering some the key questions about buying a life insurance policy. To help them answer those questions, they turned to Peter Wouters, the Director of Tax, Retirement and Estate Planning here at Empire Life.

The topics covered include the cost of life insurance coverage in Canada, term vs. permanent insurance and the value of life insurance vs. mortgage insurance. Check out our recent blog post to get a sneak peak at his answers and links to the full articles to share with your clients and prospects.

Read the blog post

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INVESTMENTS NEWS

TRIIPSS-Insight_Feature-EN

Now available on demand: Cross border investment issues for Americans in Canada

Should your approach to advising American clients living in Canada be different? Our latest TRIIPSS webinar is the first of a two-part series exploring the answer and other questions surrounding the implications for American investors living and working in Canada.

During this case study, you will learn about U.S. tax return filing and reporting requirements, as well as the different income tax rules in Canada vs. the U.S. CE credit offer expires July 28, 2021.

Watch on demand 

rotation

Market Insight: Style rotation is powerful,
so is a disciplined investment process

Under the hood of the first quarter's market performance was one of the most powerful sector rotations in years. Investors shifted money out of growth-oriented, information technology shares and into long beaten-down sectors such as financials and energy.

Learn more

At-a-glance: Our client-friendly infographic highlights market trends, including sector breakdown, what’s working/what's not working, global regional changes and outlook.

Get the infographic

shining stars insight 3

Look to our shining stars

Deliver stellar results to your clients with our disciplined, long term investment management approach that focuses on quality and downside protection.

Learn more

Concentric CI

Launch of a new segregated fund product in collaboration with CI Global Asset Management (CI GAM)

On April 19, 2021, Empire Life, in collaboration with CI Global Asset Management, launched a new segregated fund product issued by Empire Life that features segregated funds which invest exclusively in CI GAM mutual funds.

The product, the CI Empire Life Concentric GIF (Concentric GIF), will consist of administration and customer service performed by Empire Life and wholesaling and marketing services performed by CI GAM. For more information about Concentric GIF please contact your CI relationship manager.

Learn more

Insight Corporate icon

CORPORATE NEWS

 concentric

Introducing a New Distributor Code of Conduct

Empire Life is pleased to announce that we have a new Distributor Code of Conduct now available on the compliance section of our website.

The purpose of the Distributor Code of Conduct is to set out the standards of conduct that Empire Life’s distributors are expected to abide by in their business activities.

Download the Distributor Code of Conduct

NewsFlash-EN

Empire Life announces first quarter 2021 results

We announced our first quarter 2021 results.

Read the news release

password security-1

Reminder regarding your Empire Life account passwords

It is never okay to share your credentials with someone else. Everyone accessing Empire Life portals, systems and website must have their own log in credentials. If someone requires access to Empire Life systems, please complete the registration process on our website, under the Business Centre.

For more information please refer to Distribution Practices’ reference document on Passwords.

Learn more

AML2

Changes to Anti Money Laundering (AML) requirements

FINTRAC will be updating its Anti Money Laundering (AML) requirements on June 1, 2021. To be compliant with the AML legislation there will be changes to many of our applications and forms. We will communicate as those forms become available.

Learn more

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The Empire Life Insurance Company
259 King Street East, Kingston Ontario K7L 3A8
1 877 548-1881
info@empire.ca
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