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

Our Online Additional Seg Fund Deposit 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.

Mark Soltermann, MBA, CFP Soltermann Financial

An advisor tells us how easy it is: “The first time I used the Online Additional Seg Fund Deposit Form was on a Saturday, when I finally connected with a client who is hard to reach. I told my client that we could handle the additional deposit online in less than 5 minutes with the non-face-to-face option or I could mail the paperwork. She said: let’s try it out. It really took less than 5 minutes! Not only was my client impressed with herself for using her cell phone - at age 75 - but with Empire Life for having such a simple process in place to add to her TFSA policy."

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.