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Empire Life Insight for May 23, 2024
Submitted by Brett on May 23, 2024 - 11:33am
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Insurance & Investments
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May 23, 2024

Help your clients unlock their portfolio's potential with diversification strategies from Empire Life

 

 
 
 
 
 
 
 

Read our latest Investment Insight: Why FOMO (Fear of Missing Out) is not a sustainable investment plan that will help you talk to your clients about the dangers of FOMO based investing, the importance of diversification amid AI hype and the benefits of disciplined investing to achieve longer term goals.

 

 
 
 
 
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New Solution 100® case study: leaving a charitable legacy

 
 
To help drive those client conversations, we've built a case study on how Solution 100 from Empire Life can help support a client's loved ones and a favourite cause when leaving a legacy is their main priority.

 

Solution 100 is not only competitively priced, with an average LifeGuide ranking of 31, but it works well for both family and business market needs.

1 Rankings are based on a comparison of LifeGuide quotes for comparable non-participating whole life products as of April 25, 2024, against 8 comparable products. Excludes participating whole life, simplified issue and Beneva's Enhanced Term to 100 product.

Large Case

Gain exclusive access to our team of Tax, Retirement, and Estate Planning Specialists for any cases of $10,000 annual premium or higher

Why chose Empire Life for large case:

  • Expertise tailored for cases with $10,000+ annual premium
  • Personalized support from our team of professionals
  • Streamlined processes and priority handling

Don't forget to explore our content library and TRIIPSS webinars for additional insights on estate planning and advanced strategies.

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Pro-tip My Advisor Dashboard:
Accelerate your search for client information

Did you know you can refine your search results when looking at your pending applications, forms and policy changes list? Click the search icon to filter by any customer data you seek.  

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Reminder: Empire Life implementing changes to certain segregated fund contracts

In April, we notified you about upcoming changes to the investment funds and deposit options in some Empire Life Segregated Fund contracts. Rest assured that these changes do not affect your client's core contract features and benefits and will not result in any increased costs. 


The Class Plus fund and deposit changes will take effect in June, so we wanted to remind you of the upcoming dates.

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Reminder T+1 transaction settlement cycle beginning May 27, 2024

Canada is moving to a T+1 transaction settlement period on May 27, 2024. In accordance with this change, all Empire Life segregated funds under the Fundserv management code ECF that previously had a T+2 settlement period will move to a T+1 settlement period on May 27, 2024. An updated Fund Setup (FD) file with an effective date of May 27, 2024 will be available through Fundserv.   

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Now available on-demand: 

Trusts and legacy planning using segregated funds

Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and "Ageless Investing".

 

Attendees will learn about products and strategies that will help them position themselves as the "go-to" person for estate planning and investments. You will also learn ways in which our Tax, Retirement, and Estate Planning team can collaborate with you while helping clients realize their financial objectives.

 

This webinar is also available in French.

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Q1 Earnings Overview

We are pleased to announce our Q1 results. Please see below for more information.

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New Enhanced Policy Search on My Advisor Dashboard

 

This new feature gives you instant access to all the client information you need and more:

  • No more redirects to the Business Centre: Find policy details for your inforce clients without leaving the Dashboard.
  • Easy to use: Enter a policy number and hit "Search" – all the details appear immediately.
  • Expanded policy access: Locate inforce policies previously unavailable through the Business Centre.*
  • Enhanced details: The modern design provides more policy information, including premium amounts per coverage, conversion expiry dates, beneficiary information, and more.

This tool will help you save time and support you in delivering exceptional client service with all the necessary information at your fingertips.

*Excluding the Concordia® block of business. The customer service team is at your service to give you policy and coverage information about your clients' Concordia policies.

 
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