Start the conversation around growth investing with new client-friendly sales tools

Offer clients the return potential of growth investing with the insurance guarantees of segregated funds 

Explore growth investing with two new segregated funds from Empire Life. Leverage these handy client-friendly materials to introduce Empire Life Global Growth GIF and Empire Life Canoe Global Equity GIF to suitable clients that may be interested in exploring growth investing.

Empire Life Canoe Global Equity GIF
A core global equity solution with

a growth focus

Clients can do a deeper dive into growth and value investing with an insight piece that helps them understanding the differences and similarities 

Help your clients learn more about growth and value investing with our informative insight piece. Understanding how these investment styles differ and where they can work together will help demonstrate how they can both play an integral role in a client’s equity portfolio construction.

Remind clients that Empire Life Global Growth GIF and Empire Life Canoe Global Equity GIF offer all the benefits of segregated funds 

• Choice of 75% or 100% maturity benefit guarantee¹
• Choice of 75% or 100% death benefit guarantee on deposits made to age 90¹
• Automatic annual death benefit guarantee resets until age 80 to lock in market gains
• Freedom from estate and probate fees if client names a beneficiary other than their estate
• Potential for creditor protection which may be particularly valuable for small business owners
• Straightforward reporting at tax time—no need to calculate average cost base²

¹ The maturity and death benefit guarantees are reduced proportionately for any withdrawals.

² When held in a non-registered investment account, segregated funds offer several benefits that help make tax time simple, fast, and easy. Any capital gains or losses either generated within the fund or by the surrender of units by an investor are reported on the T3 for that tax year. 

Segregated Fund contracts are issued by The Empire Life Insurance Company (“Empire Life”). 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. Past performance is no guarantee of future performance.