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February 1, 2024

Introducing New Digital Compliance Resources from Empire Life!

As you know, regulators are increasingly diligent about ensuring compliance in your practices. In line with our commitment to supporting distributors, Empire Life is excited to introduce new Digital Compliance Resources, that are available now on our website. 

• Discover our Compliance Library
• Enhanced learning with CE on Demand

Explore these resources to help you stay up to date with the latest industry and regulatory requirements.

2024 Market Outlook: Discovering opportunities in evolving markets

As we kick off the new year, the Empire Life investment team shares some of the main themes and insights that they are monitoring in 2024. 

From Artificial Intelligence and interest rates to U.S. elections and electric vehicle car sales, our Portfolio Managers explain how these themes and others are expected to impact fixed income and equity investments in the new year.    

Get more insights at our 2024 Market Outlook webinar

Join host Rob Popazzi with panel speakers Ashley Misquitta, David Mann, Greg Chan and Ian Fung as they provide deeper insights into what 2024 has in store for equity and fixed income markets around the globe.

Host: Rob Popazzi, Vice-President of Retail Distribution 

Speakers:

• Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist
• David Mann, CFA, Senior Portfolio Manager
• Greg Chan, CFA, Senior Portfolio Manager
• Ian Fung, CFA, Senior Portfolio Manager

Date: February 8, 2024

Time: 2:00 pm – 3:00 pm 

CE credits: Pending approval

This webinar will be in English only. A French transcript will be available.

Your Clients' December 31, 2023 eStatements are Ready!

Your clients' semi-annual December 31, 2023 Investment eStatements are ready. You can find the advisor copies of the statements on the Business Centre.

If your clients opted for eStatements, they received this email asking them to log in to MyEmpire to download their statements. You can encourage your clients to sign up for this secure and environmentally friendly option by directing them to empire.ca/register. 

Now available!

Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q4 Holdings Update for Advisors

Dave Paterson, Portfolio Manager at Empire Life Investments Inc., shares the allocations of the Empire Life Multi-Strategy GIFs at the end of Q4 2023. See the percentage of allocations by cash, equity and fixed income. Take a deeper dive into the passive, smart beta and active equity holdings at the end of the quarter. 

Stay up-to-date on Empire Life’s Multi-Strategy portfolios with the Q4 Holdings Update for Advisors.

Now available on demand:
Understanding the taxation of funds

This session explains the reporting and taxation of growth, income and cash flow out of investment funds. Attendees will gain a clearer understanding of the differences in reporting between segregated funds and mutual funds both during the accumulation period and for payout plans. Attendees will also learn how they work in both individually owned and corporate owned scenarios through the use of case studies.

Our team will address the question of the reporting of capital distributions, including a section on how a capital dividend account may be used to distribute certain types of investment income.

CE credit offer available until April 23, 2024. 

A quiz will appear after the webinar has been viewed. 

This webinar is also available in French.

NEW: Empire Life's Growth & Loyalty Bonus Program

Empire Life’s newest insurance bonus rewards qualifying advisors for both growth and loyalty who achieve year over year growth in net annualized FYC from all life and health insurance product sales.

Beginning January 1, 2024, qualifying advisors can earn between 5% to 15% of net annualized first year commission when they submit and settle life and health insurance applications with Empire Life. Earning even more with each consecutive year in the program! Check out all of the details.

Case Studies for Bundling Life Insurance 

Planning is crucial when protecting a client’s financial future.

Whether it’s young families trying to stretch their budget or more mature families wanting to maximize their protection as needs change, you want a simple way to provide clients with a financial protection solution that suits their needs.   

MDRT Certifying Letter

Ensure your letter reaches the Million Dollar Round Table (MDRT). Follow these steps and ensure your letter is received at Empire Life by Monday, February 19th, 2024.

Visit the MDRT website to download the qualifying letter and complete the appropriate sections.

• Mail the completed letter to
  Empire Life, 259 King St East, Kingston ON  K7L 3A8 Attention: Leanne Dowling
• Email a scan of the completed letter to salescentre@empire.ca

Once received, we will complete the letter and return it to you.

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Empire Life Investments Inc. is the Portfolio Manager of certain Empire Life segregated funds. Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company. 

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