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Register for the Empire Life New Product Portfolio Webinar- CE Credits
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Kick Off 2017 with the Empire Life New Product Portfolio Webinar to learn more about the launch of EstateMax 8 Pay, Optimax Wealth 8 Pay and the new Empire Life product portfolio.
Join us in a webinar on:
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Tuesday, February 28, 2017
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1:00pm to 2:00pm ET
Register Now!
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Introducing Life & Money Matters with Peter Wouters, Director of Tax Retirement & Estate Planning
Help your clients navigate through life and money with our new video series. Life & Money Matters offers the tips and tools needed to help investors feel confident in achieving their financial goals. To learn more visit LifeandMoneyMatters.empire.ca.
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TWO WEEKS TO GO!
With two weeks left until March 1, we want to ensure G2 policies that have been issued (with initial premium received in 2016) are settled under our rules:
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The policy must be delivered and all outstanding settling requirements completed on the earlier of 60 days from issue or March 1, 2017.
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Check Out Our Emblem Toolkit
Emblem GIF Portfolios deliver tactical asset management, transparency and downside protection. Discover how Emblem brings together the art and science of investing. Go to emblem.empire.ca/tools for client materials, videos, investor profile questionnaire and more!
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Update to our Life & Health Insurance Application
We have updated our Life & Health Insurance Application to incorporate the information previously required on the D-0082 Application Insert (D-0082C). Review this information circular for all the details.
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Hybrid Solution 100 2017 Premium and Values Declaration
Each January we determine the Interest Rate Range used to set the premiums for Hybrid Solution 100 coverage.
Read information circular 2017-03 for more information.
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Empire Life Investments appoints Ashley Misquitta Senior Portfolio Manager, U.S. Equities
You can read the full release here.
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Announcing enhanced smoker definition for Empire Life CI Protect Plus
We are pleased to let you know that, effective immediately, our Underwriting team has improved the smoker definition for CI Protect Plus - it will be using the same definition as our life products.
Read information circular 2017-02 for more details.
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2016 year-end distributions for Empire Life Investments mutual funds
Visit the Empire Life Investments website for the 2016 year-end mutual fund distributions. They are based on income and capital gains earned by the Funds in the taxation year to December 20, 2016.
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People News
Erik Kalin has been appointed Vice-President and Chief Operations Officer, Retail. Previously Vice-President, IT Strategy and Innovation, Erik has been a key driver of our digital strategy, providing his expertise and leadership to initiatives such as the launch of our Fast & Full online application process, our direct to consumer presence and other digital initiatives.
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Did you know...
Did you know that for an Owner Entity under FATCA that a typical Passive NFFE is a holding company or a one where 50% or more of its gross income are from investments? If Passive, a companies' Directors could be reportable if the individuals are US Residents for Tax. Alternatively, if the Owner Entity is actively earning money physically making products or providing goods or services, then it is considered an Active NFFE and therefore is not reportable under FATCA. Check out the official definitions from the CRA website.
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