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| Coming March 5, 2020 - Improved medical underwriting process means faster service | 
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| To help you provide the best possible service to your clients and reduce application process times, Empire Life is making changes to the process for ordering medical requirements – for both the Fast & Full® Life App and our paper application. Process changes for paper submissions: beginning March 5, 2020, Empire Life will be responsible for ordering all age and amount requirements. Information Circular (Paper) Process changes for Fast & Full Life App submissions: also beginning March 5, 2020, Empire Life will enable ordering of paramedical exams for applications submitted with the Fast & Full Life App. Information Circular (Fast & Full) These changes will enable a more consistent and efficient application process no matter how you submit applications to Empire Life. For full details, including the transition rules and details on how and when to contact the vendors, please refer to the Information Circulars and the FAQs. Frequently Asked Questions | 
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Join our next TRIIPSS Webinar: Insurance strategies for a successful 2020 Please join J. David Thomas, Director Advanced Sales and Marketing for Life Insurance, as he takes you through an informative overview of three popular insurance sales concepts to help build your business. The session will focus on how Empire Life products – including our new 10 pay option for participating whole life contracts – can power these concepts to propel your business to the next level in 2020! · Date: February 26, 2020 · Time: 2:00 pm – 3:00 pm ET · CE credits: Available Register Now! |
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2019 year-end distributions for Empire Life Investments mutual funds Visit the Empire Life Investments website for the 2019 year-end mutual fund distributions. They are based on income and capital gains earned by the Funds in the taxation year as at December 13, 2019.
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Earn 10% more commission on Empire Life Guaranteed Investment Funds digital deposits For a limited time, all Empire Life Guaranteed Investment Funds (GIF) digital deposits will earn an extra 10% commission. This includes GIF applications using the Fast & Full Investment App, Fundserv deposits via Wire Order, additional GIF deposits processed through the Empire Life My Advisor Dashboard and recurring Pre-Authorized Debit (PAD).1 What's more, submit your first Fast & Full Investment App and receive a $50 bonus on your next commission payment from Empire Life.2 The 10% digital commission bonus is available from January 1 to June 30, 2020! Learn more Download the Information Circular 1 The campaign will pay an extra commission on all eligible deposits received and processed into Empire Life Guaranteed Investment Funds contracts - GIF 75/75, GIF 75/100 and GIF 100/100 from January 1, 2020 at 12:01 a.m. (ET) to June 30, 2020 at 4:00 p.m. (ET). All existing recurring Pre-Authorized Debits (PADs) as of January 1, 2020 will receive the GIF digital commission bonus. For more details, see Information Circular number: 2020-03.
2 To be eligible for the $50 bonus, your first Fast & Full investment application must be submitted between January 1, 2020 at 12:01 a.m. (ET) and June 30, 2020 at 4:00 p.m. (ET) with the policy issued by 4:00 p.m. (ET) June 30, 2020 as per Bonus Rules. Total bonus reward per advisor is $50 and its value will be included as taxable income for 2020. |
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Get ready for tax season with the Empire Life Tax Support Centre! You’ll find tools and information such as our tax documents schedule and FAQ, a client email template and our 2020 Financial Facts. Go to Tax Support Centre |
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The latest update to My Advisor Dashboard makes online seg fund deposits even faster! The online deposit option is a simple, fast and easy way to make additional deposits and set up PADs. And now it’s even better with pre-filled owner information and fund codes. The deposit is made via an online form so there’s no paperwork or cheques required. It supports both in person and non-face-to-face client meetings. Make the most of this RRSP season with our new and improved additional deposit process. And complete deposits in less than 5 minutes! Check out our video to see how easy the process is Make an additional deposit now! Learn more about My Advisor Dashboard |
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Policyholder tax reporting for 2019 and RRSP season 2020 With RRSP season right around the corner, March 2nd is the deadline to receive your 2019 tax receipt for contributions. Here are some tips to ensure a smooth RRSP season: · Please make sure to have the application or account number on the cheque · Please make sure the cheque is current dated with the correct year (2020) · Please do not send in duplicates (only send paperwork one way: email, fax or mail). If sending multiple copies, ensure to indicate that on the paperwork. See our recent Information Circular for important tax reporting and RRSP cut off dates. |
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Updated! Guidelines for Immigrants The Underwriting Department is pleased to announce that updates have been made to the Guidelines for Immigrants. These updates include: new easy to read chart format; residency periods have been reduced for some categories; Post Graduate Work Program Students have been added; we have formally added categories for individuals enrolled in Provincial Nominee Program and for Spouses and Dependent Children; face amounts have been increased for Foreign Trained Medical Doctors and Skilled/Professional Workers (e.g. nurses, lawyers, engineers, pharmacists) to 2,000,000 Life and 500,000 CI. These guidelines can be found on the Empire Life Website for Advisers on the Underwriting site. |
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Commission Bonus Extended – the Fast & Full® Life App will still earn 10% more FYC than paper in 2020! Empire Life is pleased to announce that we are extending the Fast & Full® Life App bonus FYC program to June 30, 2020. More advisors used the Fast & Full® Life App in 2019 than ever before, in fact 21% more than in 20182. Make it your New Year’s Resolution in 2020 to save time, provide better service and earn more commission. Don’t miss out on bonus FYC rates in 2020! Learn more 1 Additional FYC is bonusable. Available on all life insurance products and applications using the Fast & Full® Life Application. This promotion can be withdrawn by Empire Life at any time.
2 Fast & Full® user data Jan to Dec 2019. Empire data on file. |
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Did you miss our latest CIO Conference Call? Missed our CIO Conference Call “Explore a new decade of opportunities” or would you like to listen again? The replay and transcript are now available. Go to replay Download transcript |
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TRIIPSS Webinar "Short Term Focus; Long Term View" - Replay now available! The recent TRIIPSS Webinar Short Term Focus; Long Term View, held on January 28th is now available on demand. Join Peter Wouters as he discusses the importance of putting the right kind of focus and attention to saving and investing money at the beginning of the year. CE credits offer expires March 31, 2020. Watch the replay Download the handout |
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Seize the opportunity south of the border Get access to opportunities in one of the broadest and deepest capital markets in the world with the Empire Life American Value Fund. Client Flyer Portfolio Manager Q&A |
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