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
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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."
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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.