Empire Life Insight for January 27, 2025

Submitted by Krishan on January 27, 2025 - 10:04am

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Navigate life with confidence

Insurance & Investments

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January 27, 2025

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Empire Life unveils new corporate vision and mission statements

We're pleased to announce we've launched a new corporate vision and mission statement as part of a brand refresh to reflect Empire Life's commitment to our customers, our Distribution Partners, our employees and our ongoing mission to help Canadians navigate life with confidence.

Empire Life's new vision:
Be the industry leader for service excellence and innovation.

Empire Life's new mission:

Provide expertise and intelligent solutions to help Canadians navigate life with confidence.

"We feel our refreshed brand will resonate with our customers and enhances our recognition in the marketplace. We're excited to announce this brand refresh as Empire Life celebrates our 102nd year in business." - Mark Sylvia, President and CEO.

Read email announcement

Learn more

New Feature on My Advisor Dashboard:
Client Contracts

The newest feature on My Advisor Dashboard—Client Contracts—gives instant access to your client's insurance and investment policy documents, empowering you to answer customer inquiries quickly and accurately.

How Does It Work?

Log in to My Advisor Dashboard, navigate to 'Documents' in the top navigation
Click on 'Client Contracts'.
Fill in your client's policy number and click 'Search'.
Click 'Download' to save your client's contract as a PDF

Use 'Client Contracts' now

Back for 2025: the Growth & Loyalty Bonus Program for advisors!

Empire Life's insurance bonus rewards qualifying advisors for both growth and loyalty who achieve year-over-year growth in net annualized FYC from all life and health insurance product sales.

Beginning January 1, 2025, qualifying advisors can earn between 5% to 15% of net annualized first year commission when they submit and settle life and health insurance applications with Empire Life. Earning even more with each consecutive year in the program! Check out all of the details.

Learn more

Reason Why Letter, Advisor and Privacy Disclosures can now be prepared within Fast & Full!

Empire Life is thrilled to announce a new time-saving feature in Fast & Full Insurance and Investments that can simplify your compliance process with a new digital tool.

Now you can create your Advisor Disclosure Statement, Privacy Consent, and Reason Why Letters directly within the Fast & Full platform – providing a convenient option for your Digital Compliance activities.

Read the Announcement

2025 Market Outlook

As we kick off the new year, the Empire Life Investments Inc. team shares some of the main themes and insights that they are monitoring in 2025.

From inflation trends across the globe to the potential impact of the US election, our Portfolio Managers explain how these themes and more are expected to impact fixed income and equity investments in the new year.

Read the outlook

Are you prepared for the economic challenges of 2025?

Inflation, geopolitical instability, and energy transitions require a proactive approach to protect and grow your clients' wealth.

Join Paul Holba, SVP and CIO, Empire Life Investments Inc., as he provides expert insights into the key trends that will shape the markets in 2025, including inflation trends, central bank policies, geopolitical risks, and the resurgence of nuclear energy.

Watch now

India's growth story: Strategic insights

India is rapidly emerging as a global economic powerhouse. As an advisor, it's important to stay ahead of the curve and understand the forces driving this growth story.

To provide you with informed perspectives on this dynamic market, read the latest commentary and watch the short video from our Portfolio Manager, Neeraj Khosla, CFA.

Read more

Watch now

More Policy details now available on My Empire (13)

Policyholder tax reporting for 2024 and
RRSP season 2025

Deposits to an RRSP received within the first sixty (60) days of 2025 are eligible as a tax deduction for the 2024 or 2025 taxation year. A tax receipt will be issued stating that this deposit was made in the first 60 days of the year. This year, the deadline for a 2024 tax receipt is March 3, 2025.

Read information circular 2025 for important 2024 tax reporting and RRSP season 2025 cut off dates for all Empire Life investment plans.

Learn more

Join our next TRIIPSS webinar:

Segregated funds: passing assets or proceeds

Segregated funds allow for the naming of beneficiaries. Is that the only option? Is it always the best option?

This session will use a case study approach to cover off a handful of topics relating to insurance-based investments including pitfalls, unintended consequences and remedies or options to avoid missteps.

CE credit offer available until April 23, 2025.

A quiz will appear after the webinar has been viewed.

This webinar is also available in French.

Register now

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 Friday, February 14, 2025.

Visit the MDRT website to download the qualifying letter and complete the appropriate sections.

Mail the completed letter to:
Empire Life, 259 King St East, Kingston ON K7L 3A8 Attention: Leanne Dowling
Email a scan of the completed letter to salescentre@empire.ca

Once received, we will complete the letter and return it to you.

New security update

Multi-factor authentication is coming to our advisor platforms

Empire Life is rolling out MFA in phases for all individual insurance and investment advisor platforms. MFA helps reduce the likelihood of unauthorized access to your business and client data. When signing in, you and your team members will be prompted to enrol a phone number to receive a 6-digit security code via text, email, or landline. The next time you log in, you can choose your preferred method to receive the 6-digit code.

What do I need to do? To ensure uninterrupted access to our platforms, have each team member quickly register for their individual account. Click the "Get Started Now" button below to sign up for a personal account.

Get started now

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® Empire Life and the Empire Life logo are registered Trademarks of The Empire Life Insurance Company.

Policies are issued by The Empire Life Insurance Company.

All other trademarks are the property of their respective owners.

A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Please read the information folder, contract and fund facts before investing. Performance histories are not indicative of future performance.

Empire Life Investments Inc. is the Portfolio Manager of certain Empire Life segregated funds. Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company.