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March 21, 2017

2017 Empire Life New Product Portfolio Recorded Webinar: Now Available!

Learn about EstateMax® 8 Pay, Optimax Wealth 8 Pay and more. Watch the full recorded webinar, complete a quiz and earn CE credits!

Visit info.empire.ca/8paywebinar to start today.
*The option for Quebec accreditation is coming soon.

Child Riders Now Available in Fast & Full!

Empire Life is pleased to announce the new Children’s Life and Children’s Critical Illness (CI) Rider questionnaire within the Fast & Full Life Application Process.

What’s new:

  • One online health questionnaire for ALL proposed insured children, and
  • More health questionnaire choices for the primary life insured(s)

To learn more see information circular 2017-08.

Investment Illustrator featuring Class Plus 2.1 Update

We have updated our Investment Illustrator featuring Class Plus 2.1 to version 2.6. Updates to the Investment Illustrator include:

  • Sequence of Returns table updated to include 2016 returns
  • CANSIM (Canadian Socioeconomic Information Management) rates updated

The updated version of the Investment Illustrator can be accessed from the Software Downloads section of our website.

Revised: CLHIA Reference Document

The CLHIA Reference Document “The Approach: Serving the Client Through Needs-based Sales Practices” was revised recently. The most significant revision was the addition of a new supporting element category “Reason Why”. This element indicates that clients should receive a written explanation of the recommendation.

Advisors should familiarize themselves with the revised reference document and ensuring that they are meeting the requirements in their practices.

If you have any questions about The Approach, please contact the Distribution Practices team at distribution.practices@empire.ca.

Stay on track with Money Dates 2017

Our handy sheet has all the important dates in 2017 that your clients need to stay on track with their finances! Just download it to share or hand out.

Empire Life Mutual Funds are 5 years old!

Join Empire Life Investments as we celebrate! Discover five ways you can have your cake and eat it too! Learn more.

Life & Money Matters with Peter Wouters, Director, 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.

36 York Mills Road--our new home in the GTA

On Monday, April 3rd, we’re moving into new offices in the GTA. Our new 36 York Mills Road location will have 20,000 square feet of state-of-the-art office space and be home to our sales and marketing teams in the GTA.  We will continue to have our investment management team located downtown in the heart of the financial district, as well as an office in Burlington.  Here is how you can reach us at our new York Mills location in April: 36 York Mills Road, Suite 200, North York, Ontario  M2P 2E9 or by phone at 1 888 548-4729  or 416 494-0900.

Empire Life announces record earnings for 2016

We issued a press release on our fourth quarter 2016 earnings. You can read the full release here.