June 6, 2016

EMBLEM ADVERTISING CAMPAIGN WINS AWARD!

We are thrilled to announce that our Emblem "Art and Science of Investing" campaign won Advertising Campaign of the Year at the Wealth Professional Awards. Our Pop Art campaign was considered outstanding. Emblem Portfolios are tactically-managed packaged programs. Discover for yourself how Emblem brings together the art and science of investing.

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Our all-star lineup gets results

Deliver all-star results to your clients with our value-oriented investment philosophy emphasizing downside protection.

Check out our all-star funds!

Corporate - Other Entity Owner is Now Available in Fast & Full

Enhancements to our Fast & Full Life Application Process continue to be implemented and we are pleased to let you know of the following new feature just added:

NEW! Ability to include a Corporate/Other Entity Owner 

If you haven’t already experienced Fast & Full, check out our test web site or schedule a personal demo to see for yourself what advisors are talking about.

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Future advisor conferences and events

Many of you have been asking about our plans for future advisor conferences and events in light of the recent distribution policy paper from the CLHIA and competitor announcements.

We will continue to offer conference and event opportunities for our distribution partners. In fact, the qualification period for our next biannual incentive conference already began January 1, 2016 and will run until the end of 2017. Our top 100 advisors and top 15 MGAs will meet at in San Diego in 2018.

However, our 2018 San Diego conference will be the last sales incentive conference where advisors are invited based on their level of business, and hotel/travel expenses are paid by Empire Life.

Read more here…

Learn and Earn on your own time!

Empire Life offers online Continuing Education credits through Investment Executive! Don't miss out, here's a list of our most popular courses:

·         Kickstart your business with Empire Life

·         Empire Life Income Solutions

·         Ageless Investing

·         Retirement Income Flexibility with Class Plus 2.1

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Empire Life Investment process and administrative changes

Citigroup (Citi) is no longer providing transfer agency, fund administration, custody and securities lending services to their customers in Canada.

Effective Monday, June 20, 2016, Empire Life will assume the administration of our Investment business. Please refer to the attached Information Circular for more details. Thank you. 

Life Insurance Articles to Share with your Clients

Need more resources to help inform your clients? Check out our Insuring with Care blog and sign up to receive regular updates.

New tax rules for life insurance in 2017

Starting January 1, 2017, rules related to the taxation of life insurance in Canada will change. These new rules will have an impact on all life insurance plans issued after 2016, including prescribed annuities.

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Tip of the Week

Did you know that ensuring we have your current license and E & O will reduce delays in processing your business?