Maximize your client's corporate account return
potential with segregated funds 

Provide a tax efficient income stream for their surviving spouse 

Learn the steps to set up a segregated fund strategy in a client’s corporate account. Your client will benefit from the higher investment potential and guarantees of a segregated fund while providing efficient tax and estate planning.

An Empire Life segregated fund may be a better corporate account investment than GICs or other short-term investments as it provides; An opportunity to participate in equity market growth  Protection of capital  A tax efficient distribution to the surviving spouse.

This strategy will also demonstrate how to use segregated funds to create an income stream for your client’s surviving spouse that will;

• Permit a distribution of regular dividends
• Reduce taxes payable and provide more income than a lump sum distribution.  

Help your small business clients maximize their corporate account returns, without sacrificing capital protection, by using Empire Life segregated funds. 

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. Please read the information folder, contract and fund facts before investing.