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Empire Life Insight for March 21, 2025
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March 21, 2025

Congratulations to our 2024 Empire Life FHSA Contest winner!

Empire Life is thrilled to announce the winner of our First Home Savings Account (FHSA) contest, Chelcie Doherty, who won $8,000, and her advisor, Shane Currey, who won $2,000! This initiative was designed to reward both advisors and clients for taking meaningful steps towards achieving the dream of homeownership, while highlighting the FHSA's role in this important journey.

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NEW on My Advisor Dashboard

Easier access to Update Client Address

My Advisor Dashboard is constantly evolving to help you support your clients. Recently, we added Policy, Client and General Business Search to give you access to more client information. You'll notice that Policy & Client Search now have an extra 'Update Client Address' button to provide easier access to the Update Client Address form. 

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NEW feature on My Advisor Dashboard
Enhanced General Business Search 

The new General Business Search feature equips you with all your business data in one place. You will no longer be redirected to the Business Centre.

 

General Business Search offers:

  • Powerful Filtering: Quickly find the information you need using up to 6 search filters, including advisor code, advisor or company name, product line, product type, plan type, and status.
  • Easy Data Download: Download the new .csv reports containing up to 42 fields. Your file now shows more information on investment funds and insurance coverage than before in the Business Centre.
  • Smart Navigation: The new General Business Search results allow you to navigate quickly between client and policy information. 

Watch this step-by-step tutorial about the new General Business Search feature.

PAR Q4

PAR Q4 2024 Report

The Empire Life participating fund continues to hold a strong track record for success, highlighting the performance and stability our participating plans can offer. We've been able to achieve:

  • 5.58% return in 2024
  • 6.28% average return over the last 10 years
  • 7.09% average return over the last 30 years

In addition to our participating fund performance, our participating plans have guaranteed premiums, cash surrender values, and life insurance coverage – providing an excellent opportunity for many Canadians.

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Last Chance: RRSP commission bonus ends March 31st!

With RRSP season wrapping up, now is the perfect time to act and unlock extra rewards before the deadline on March 31, 2025. The program will reward advisors who grow their deposits in eligible segregated funds1 by more than $100,000 during the qualifying period (January 2, 2025 - March 31, 2025).

 

 

 

 

1 An eligible deposit for the 2025 RRSP Season Commission Bonus includes deposits to the following contracts: Empire Life Guaranteed Investment Funds (GIF) and Empire Life Class Plus 3.0 contracts. All legacy products, including Empire Life Elite Investment Program, Elite XL Investment Program, Empire Life Class Segregated Funds, Empire Life Class Plus, Empire Life Class Plus 2.0, Empire Life Class Plus 2.1, and Option Plus Group RRSP contracts, are also eligible. Deposits to Empire Life CI Concentric GIF & Canoe EL Protection Portfolios contracts are not eligible.

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Now Available On-Demand:

Prescription or Diagnosis: Where is your focus?

 

 Many advisors rely on their tried and true methods, tools and solutions to gain the confidence of prospects and maintain the trust of existing clients. But that doesn't always leave them confident that you can solve some of their biggest challenges. Learn or re-learn some valuable ideas that can get you on the right track from start to finish and help keep your prospects and clients on track, too.

 

CE credit offer available until June 17, 2025.

A quiz will appear after the webinar has been viewed.


This webinar is also available in French.

 

 

 

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Now available! 

Empire Life Canoe Portfolio GIFs Q4 Commentary

 

Dave Paterson, Senior Portfolio Manager, Empire Life Investments Inc. looks back on the fourth quarter of 2024. He outlines some of the major factors affecting the markets and the Empire Life Canoe Portfolios. Q4 demonstrated a complex interplay of economic resilience and challenges across global markets.

 

 

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For Advisor Use Only

® 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.

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     The Empire Life Insurance Company
259 King Street East, Kingston Ontario K7L 3A8
1 877 548-1881
info@empire.ca
8:30 am to 5:00 pm, EST weekdays