Fast & Full Investments enhanced to offer corporately owned segregated fund contracts

Submitted by Krishan on January 29, 2024 - 12:42pm

Insurance & Investments
Simple. Fast. Easy.^®

Empire Life Fast & Full® investments have been enhanced to include a new digital flow for corporately held segregated fund contracts.

Empire Life GIF contracts have several benefits, from a range of guarantees to investment options to fit almost any investor's needs. As well as features like annual death benefit resets to help your guarantees keep pace with growth in your investment.

Beyond this, there can be several key reasons for investing in a segregated fund contract through a corporation:

Choice and flexibility – with a range of guarantees and investment options available, Empire Life GIF has the potential to meet the unique needs of your corporate clients. Learn more
Preferred Pricing – GIF Preferred Pricing lowers costs and helps reward investors for growing their assets with you and Empire Life. Starting at $250,000 and the ability to include corporate owned segregated fund contracts when householding, qualifying is easier than ever before.
Learn more – Advisor version | Client version
Tax reporting efficiency – Tax reporting for segregated funds makes it easy to keep track of your adjusted cost basis (ACB), capital gains and losses, reducing the burden at tax time. Learn more

For more on the taxation of corporately owned segregated funds,
read the STEPUP article by Peter A. Wouters.

Corporate account investment strategy

Maximize your corporate account returns with segregated funds

Learn how this strategy can help you create tax-efficient income by investing in segregated funds within your corporate account.

Download the brochure

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Speak with an Empire Life Sales Representative to learn more about this concept and our remarkable lineup of segregated funds, including the newly launched
Empire Life Canoe Global Equity GIF.

Start an application today

® Registered Trademark of The Empire Life Insurance Company

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. Veuillez lire la brochure documentaire, le contrat et l’aperçu du fonds avant d’investir.

FOR ADVISOR USE ONLY