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Insurance & Investments Simple. Fast. Easy.® |
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August 17, 2023 |
Mid-year review and a look ahead |
Recently, we sat down with SVP and CIO, Paul Holba to get his thoughts on the events that have impacted markets year to date, and where the investment team sees opportunity going forward. In this video, Paul shares:
Find out how Empire Life's segregated funds maintain resilience in today's market and how they're positioned going forward. |
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Planned Giving reference piece updated |
Planned Giving is a socially-conscious approach to wealth planning that integrates personal tax planning with philanthropic wishes. Here are some insurance-assisted tax strategies to help support your client's chosen charity. |
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Please join us for our next TRIIPSS Webinar: Shared ownership and critical illness insurance |
Critical illness insurance policies are often purchased under a shared ownership structure which may also be referred to as a split-dollar arrangement. Such shared ownership structures may take many different forms as the needs and objectives of the parties involved will determine not only the policy that will be considered by the clients but the structure of the shared ownership. Establishing a shared ownership structure will require some work from advisors to provide guidance in the beneficiary and payer structure of the shared ownership.
Date: Tuesday, August 22, 2023 Time: 2:00 pm to 3:15 pm ET This webinar is also available in French on Wednesday, August 23, 2023 at 10:00 a.m. ET
CE credits: Pending To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
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Empire Life Canoe Portfolio GIFs Q2 2023 Update |
The first half of 2023 delivered much stronger gains than expected at the start of the year. Many equity markets around the world posted double-digit returns, despite central banks' continued commitment to raising interest rates in their fight against stubbornly high inflation. The second quarter began with markets reeling over worries that the regional banking system in the U.S. was in trouble. Fortunately, the regional and other U.S. banks remained relatively stable throughout the quarter. |
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Financial Markets at-a-glance infographic now available for Q2 |
The Financial Markets at a Glance infographic provides a high-level, visual way to explain the past quarter's market changes to your investors. It presents a brief overview of world events and their impact on global markets. Easily digestible bits of information are broken down by Canadian, U.S., global equities and fixed income using colourful graphics and symbols so you can give your investors a big picture overview of what happened in Q2 2023. |
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The re-emergence of growth stocks propels Empire Life's Multi-Strategy growth funds into top percentile performance 1 |
Dave Paterson, CFA, Portfolio Manager, recaps the market events and the reasons why Empire Life's Multi-Strategy solutions are well positioned to benefit from current events. |
Stay up-to-date on Empire Life's Multi-Strategy portfolios with the Q2 Holdings Update for Advisors. |
1 Source: Morningstar Research Inc., as at May 31, 2023. |
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Q2 Earnings Overview |
We issued this news release reporting on our Q2 results for 2023. In the news release, President and CEO Mark Sylvia said, "Our second quarter net income was an improvement over 2022, and although our current net income was lower than expected due to changes in interest rates and a number of one-time expenses, our insurance revenue this quarter increased compared to the prior year. The fundamentals of our business continue to be positive. Our capital position, as measured by LICAT, continues to be very strong and is well above both supervisory and internal targets." |
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Executor checklist |
This is an updated tool that advisors can use in meetings with clients. |