| | Solution 20 and 30: Term Rate Decreases Mean Better Affordability for More Clients |  | | Empire Life is pleased to announce that we are reducing rates on our popular and flexible Solution 20 and Solution 30 term life insurance products effective immediately. These rate reductions will improve our overall premium rankings as follows: - Solution 20 – 98% top 5 rankings (for ALL ages, premium bandings and gender)
- Solution 30 – 97% top 5 rankings (for ALL ages, premium bandings and gender)
See the Information Circular and find updated sales aids and marketing material on the Solution Series page. |  |
Help Maximize the Estate Value of the Holdings in Your Client’s TFSA Empire Life is pleased to announce the release of the Tax Free Savings Account (TFSA) Estate Maximizer Strategy, a new Advanced Sales Concept from Empire Life, the only strategy of its kind on AddCALC. The TFSA Estate Maximizer strategy is designed to optimize the estate value of holdings in a TFSA that are not required for retirement income. It works by systematically transferring the accumulated savings in a TFSA and redirecting some future annual TFSA deposits to purchase a permanent participating life insurance policy. - Get Started: Make sure you have the most up-to-date software
- Download: new consumer flyer with detailed case study
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Pre-fill applications for even faster processing with the Fast & Full Investment App The Fast & Full Investment Application fast tracks the segregated fund application and approval process: - No fund codes required! The app is pre-populated with fund codes so you can ditch your fund code cheat sheet and be error free.
- No paper or cheques please! No need to carry around sales materials or use couriers because it’s online from client identification, to client signature, to the initial deposit.
- Pre-fill client information before you meet. Take advantage of the “My Client Dashboard” feature and you or your assistant can pre-fill client information in the app prior to meeting with your client. Complete and submit the app and trade instructions immediately once you connect with your client.
Learn more about the Fast & Full Investment App | |
Corporate Fixed Income Update In this Off the Cuff video, Albert Ngo provides an update on corporate fixed income markets and what to expect going forward. | |
Empire Life Annual Report Our 2018 Annual Report is now available online. Read the report. | |
TRIIPSS webinar now on demand: 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. Watch the replay on demand when it is convenient for you and complete the webinar quiz to earn CE Credits. Watch our webinar | |
Empire Life Investments Inc. Portfolio Manager Updates Empire Life Investments Inc is pleased to announce the 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 | |
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