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Insurance & Investments Simple. Fast. Easy.® |
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January 22, 2024 |
Navigating markets in 2024: Insights and key themes featuring Paul Holba, CIO |
Paul Holba, SVP and CIO, Empire Life Investments Inc. breaks down some of the key themes that we expect will impact the markets in the coming year, such as potential rate cuts, unresolved geopolitical tensions and considerations when it comes to big tech and AI. |
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Please join us for our on-demand TRIIPSS Webinar: Some year-end tax tips and strategies |
Gain CE Credits with our on-demand webinar, which will cover year-end investment tax tips and strategies advisors can use in their 2023 year-end communications with clients:
While, this information is from 2023; it is still essential to know how to communicate with your clients. This webinar is also available in French. |
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Investment Income and Taxes |
Here is a client friendly infographic that explains how much you may pay in taxes on your investments depends on the type of income generated by your investments and your marginal income tax rate. |
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Your client's options for mortgage insurance |
Buying a home can be the single biggest decision and purchase you will ever make.
If covering your mortgage balance when you die is your main insurance need or part of a larger insurance plan, consider using Solution 20®, Solution 25® or Solution 30® term life insurance from Empire Life on its own or add it to another policy. |
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Kick-off 2024 with the Empire Life 2024 RRSP Season Commission Bonus |
Turbulent markets and interest rate uncertainty mean your clients' investment portfolios need more attention than ever. To help reward you for the extra time spent reviewing and repositioning client portfolios, Empire Life is introducing this new, limited-time bonus to kick off 2024.
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Please join us for our next TRIIPSS Webinar: 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
Date: January 24, 2024
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2024 Update: |
Our latest toolbox features several materials and the Empire Life Money Market Fund, which can be used to help maximize client returns in a TFSA.
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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.
Once received, we will complete the letter and return it to you. |
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Compliance Quick Tips to Kick Start the New Year |
Watch for an exciting compliance announcement on Tuesday.
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