Empire Life Insight - March 22, 2019

We created a Tax Support Centre on the Empire Life My Advisor Dashboard to help your clients during tax season. You’ll find tools and information such as the tax documents schedule and FAQ, a client email template and the 2019 Financial Facts@your fingertips.

Already registered for Business Centre?
If you’re already registered for Business Centre, then you’re automatically registered for My Advisor Dashboard. Just click below to get in.  

Not registered yet for Business Centre or My Advisor Dashboard?

1. Go to  My Advisor Dashboard and click on Register. Create a username, enter your email address and create a password.
2. Open the new email in your inbox from Empire Life. Click on the link in the email to verify your account.
3. Login to My Advisor Dashboard using your username and password, click on the “I am an Advisor” tab, and enter the required information.

Once submitted, a member of our Dealer Services team will review and confirm via email when your account has been activated.

Go to My Advisor Dashboard

The Retirement and Savings Tool is a new interactive tool designed to help Canadians achieve their goals.

The tool creates a personalized report letting the individual know if they are on track to meet their desired goals and how Empire Life products can help them get there.

Check out the tool and share it with your clients

As part of our on-going efforts to provide advisors with the best possible tools and resources to advise your clients, Empire Life is pleased to offer our popular Corporate Legacy Builder advanced sales concept brochure in Chinese (both Simplified and Traditional) and Punjabi.

Additional materials will become available in these languages the coming months. Please let your insurance Account Executive know if you find these new resources useful and if there are any other materials you would like to see made available.

We announced our 2018 results.

Read the news release.

Visit the Empire Life Investments website for the 2018 year-end mutual fund distributions. They are based on income and capital gains earned by the Funds in the taxation year as at December 14, 2018.

Our handy tips sheet has everything you need to talk to clients about RRSPs, TSFAs, RRIFs, government pensions and taxes.

Just download it to share or hand out:

• Canada version
• Quebec version