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.

The Retirement and Savings Tool provides advisors with yet another digital resource to add value to their clients and help them with their plans for achieving retirement and savings goals.

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 have created a Tax Support Centre on the Empire Life My Advisor Dashboard to help you with 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.

Learn more

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.

We’re pleased to announce Empire Life has won three 2018 Fundata FundGrade A+ awards for Empire Life Asset Allocation Fund, Empire Life Elite Balanced Fund, 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.

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

The Empire Life December 31, 2018 Investment Statements were mailed to customers beginning January 21, 2019. 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 2019-04.

Empire Life is pleased to announce that we are launching investment electronic client statements starting with December 31, 2018 statements.  

Clients are being notified with an insert in their December semi-annual statements encouraging them to register and sign up for eStatements to access their statements safely and securely online.

Clients who sign up for eStatements by March 15, 2019 will be entered into a contest to win $1,000.

Learn more