Create a corporate account strategy to help maximize return potential & get efficient tax and estate planning

Submitted by Rica Zara on January 17, 2022 - 10:28am

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Insurance & Investments
Simple. Fast. Easy.^®

Maximize your client's corporate account return
potential with segregated funds

Provide a tax efficient income stream for their surviving spouse

Learn the steps to set up a segregated fund strategy in a client’s corporate account. Your client will benefit from the higher investment potential and guarantees of a segregated fund while providing efficient tax and estate planning.

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An Empire Life segregated fund may be a better corporate account investment than GICs or other short-term investments as it provides;

An opportunity to participate in equity market growth
Protection of capital
A tax efficient distribution to the surviving spouse.

This strategy will also demonstrate how to use segregated funds to create an income stream for your client’s surviving spouse that will;

Permit a distribution of regular dividends
Reduce taxes payable and provide more income than a lump sum distribution.

Help your small business clients maximize their corporate account returns, without sacrificing capital protection, by using Empire Life segregated funds.

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Talk to your Empire Life sales representative today for details.

FOR ADVISOR USE ONLY

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.