Empire Life Insight for March 11, 2025

Submitted by Krishan on March 11, 2025 - 11:59am

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March 11, 2025

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NEW Enhanced General Business Search feature in the My Advisor Dashboard

The new General Business Search feature equips you with all your business data in one place. You will no longer be redirected to the Business Centre.

General Business Search offers:

Powerful Filtering: Quickly find the information you need using up to 6 search filters, including advisor code, advisor or company name, product line, product type, plan type, and status.
Easy Data Download: Download the new .csv reports containing up to 42 fields. Your file now shows more information on investment funds and insurance coverage than before in the Business Centre.
Smart Navigation: The new General Business Search results allow you to navigate quickly between client and policy information.

Try Now

Capital gains inclusion rates 2024: What to report for income tax?

This newsletter reviews the history of the proposed changes in the 2024 Federal Budget. Since April 2024, we have extensively discussed this in seminars and with advisors, including case studies and technical information support. We regularly stated that this proposed legislation needed to be passed and receive Royal Assent. Where does that leave taxpayers and the people involved in tax preparation?

Empire Life is sensitive to this situation and the stress it generates. We aim to provide taxpayers with the information they need on tax reporting slips, including realized capital gains and losses.

Learn more

2025 RRSP Commission bonus flyer thumbnail_EN

Boost your commission bonus before the March 31st deadline

With RRSP season wrapping up, now is the perfect time to act and unlock extra rewards before the deadline on March 31, 2025.

As a valued advisor with Empire Life, you're eligible for the Empire Life 2025 RRSP Season Commission Bonus — our way of recognizing your dedication to your clients and the value of your expertise in today's fast-changing market.

Read the Flyer

The webinar series "Market Outlook" is now available to view on demand

The investment landscape is constantly evolving, presenting new challenges and opportunities for advisors and their clients. To help you navigate the year ahead, we brought in some of the industry's seasoned investment managers to share their insights with you.

Watch now and unlock opportunities for your clients in 2025.

CE credits: Pending

To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.

Watch the Replay

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Now available!

Empire Life Canoe Portfolio GIFs Q4 Commentary

Dave Paterson, Senior Portfolio Manager, Empire Life Investments Inc. looks back on the fourth quarter of 2024. He outlines some of the major factors affecting the markets and the Empire Life Canoe Portfolios. Q4 demonstrated a complex interplay of economic resilience and challenges across global markets.

Read the Quarterly Commentary

NEW VIDEO:

What is an Intergenerational Wealth Transfer?

Watch the video to learn how Intergenerational Wealth Transfer may:

Bypass probate if a beneficiary has been named
Provide creditor protection (possible under certain circumstances)
Build estate foundations for future generations

Watch the Video

It's back for 2025: the Growth & Loyalty Bonus program!

Empire Life's insurance bonus grows with you and allows you to be in charge of your growth, with a boost from us to thank you for your dedication and loyalty.

As of January 1, 2025, advisors can earn between 5% to 15% of net annualized first year commission when they submit and settle life and health insurance applications in 2025: earning even more, up to 25%, with each consecutive year in the program to which they qualify!

Watch the Video

Learn More

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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. Performance histories are not indicative of future performance.

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