Empire Life Insight - January 30, 2018

Is it time to shift gears in 2018? Find out how to thrive as volatility makes a comeback.

Join Ian Hardacre and our panel of portfolio managers as they discuss how to navigate a possible return of normal volatility when the markets return to a more mature phase of the cycle.

Date: Tuesday, January 30, 2018
Time: 12:00-1:00 PM ET 

Register now. 

We’re pleased to announce Empire Life has won five 2017 Fundata FundGrade A+ awards for Empire Life Asset Allocation Fund, Empire Life Canadian Equity Fund, Empire Life Elite Balanced Fund, Empire Life Equity Growth Fund #3, and Empire Life Premier Equity Fund. The award-winning funds exemplify our conservative, value-oriented, disciplined investment style, with a strong emphasis on providing downside protection to help build wealth.

Find out more about the award-winning funds.

The Empire Life December 31, 2017 Investment Statements were mailed to customers beginning January 22, 2018.  A PDF copy of these statements is available on the Business Centre and you can choose individual or bulk statements as needed.

In an effort to improve the customer experience, all customers will receive an insert with their statements asking them to complete a short survey to share their experiences with Empire Life regarding our products and statements.

For additional information about your customer’s statements, please see information circular 2018-02 .

Our handy money facts sheet has everything you need to talk to clients about RRSPs, TSFAs and taxes.

Learn more.

We are streamlining the Portfolio Profile Questionnaire INP-0092. This is the questionnaire for the legacy Portfolio Funds. Effective immediately, it will be discontinued as a print item. The PDF is available on empire.ca at Discontinued Products page and Option Plus page.

Deposits to a registered plan received within the first sixty (60) days of 2018 are eligible as a tax deduction for the 2017 or 2018 taxation year. A tax receipt will be issued stating that this deposit was made in the first 60 days of the year. This year, the deadline for a 2017 tax receipt is Thursday, March 1, 2018.

Read information circular 2018-01 for important 2017 tax reporting and RRSP season 2018 cut off dates for all Empire Life investment plans.

Make sure your letter gets to the Million Dollar Round Table (MDRT). Follow these steps and ensure your letter is received at Empire Life by Friday, February 16, 2018.

Visit the MDRT website to download the qualifying letter and complete the appropriate sections.

• Mail the completed letter to: Empire Life, 259 King St East, Kingston ON  K7L 3A8 Attention: Leanne Dowling
• Email a scan of the completed letter to salescentre@empire.ca

Once received, we will complete the letter and send it back to you.

As part of our efforts to be more environmentally friendly and reduce paper, we are making changes to the frequency of transaction confirmations for retirement income payments.

Currently, customers and advisors receive transaction confirmations for systematic withdrawal plans, pre-authorized debit (PAD) and systematic switches for the first transaction only. Subsequent transaction confirmations are only produced if there are changes to the payment date, payment amount, payment frequency or fund direction.

Customers and advisors will now only receive transaction confirmations for retirement income payments for the first transaction of the year. Subsequent transaction confirmations will only be produced if there is a change in payment date, payment amount, payment frequency or fund direction.

We thank you for your support as we continue to develop more environmentally friendly business practices.

Empire Life Investments is pleased to announce the appointment of Albert Ngo, Portfolio Manager, Fixed Income. For more information visit our website.

To ensure you do not experience any delays, please indicate the policy number on any orders placed through a paramedical company.