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Empire Life Insight - April 4, 2019
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April 4, 2019

 

Join our next TRIIPSS webinar: Federal Budget 2019 Overview

The recent Federal Budget introduced a number of changes for retirees, small businesses, farms, investors, home buyers and health and support care.

Join Peter Wouters as he takes a deeper look at the implications for your business and clients.

·        Date: April 9, 2019

·        Time: 1:00 pm – 2:00 pm EDT

·        CE credits: Pending

Register now

 

Empire Life Investments Inc. Portfolio Manager Updates

Empire Life Investments Inc is pleased to announce the appointment of appointment of Sara Shahram, CFA, as Portfolio Manager, Canadian Equities.
Learn more

Empire Life Investments Inc. announces portfolio manager change for global funds. 
Learn more

 

Budget 2019 at your fingertips

Our handy sheet highlights what's new and what's gone in the Budget. Share with your clients and start a conversation about changes to their financial plans. Download

 

Introducing the new Retirement and Savings Tool from Empire Life

The Retirement and Savings Tool is a new interactive tool designed to help Canadians achieve their goals.

The tool creates a personalized report letting the individual know if they are on track to meet their desired goals and how Empire Life products can help them get there.

Check out the tool and share it with your clients

 

Help your clients simplify planning for tax season!

We created a Tax Support Centre on the Empire Life My Advisor Dashboard to help your clients during tax season.

You’ll find tools and information such as the tax documents schedule and FAQ, a client email template and the 2019 Financial Facts@your fingertips.

Go to My Advisor Dashboard

 

Corporate Legacy Builder: Advanced Sales Tool Available in More Languages

As part of our on-going efforts to provide advisors with the best possible tools and resources to advise your clients, Empire Life is pleased to offer our popular Corporate Legacy Builder advanced sales concept brochure in Chinese (both Simplified and Traditional) and Punjabi.

Additional materials will become available in these languages the coming months. Please let your insurance Account Executive know if you find these new resources useful and if there are any other materials you would like to see made available.

 

Empire Life announces 2018 results

We announced our 2018 results.

Read the news release.