Empire Life Insight - January 16, 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. 

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.

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.

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.

If you missed the TRIIPSS Federal Proposals Taxing Private Corporations Update: Overview, Concerns, Cautions and Opportunities on December 13, 2017, the replay is now available.

Topic Overview

Federal proposals released in July of 2017 were the most dramatic changes to the Income Tax Act affecting Canadian controlled private corporations in 45 years. This session provides an overview of the proposal and their updates as well as concerns, cautions and opportunities for business clients and their advisors.

To obtain your CE credits, watch the full recorded webinar and complete the quiz.

The 2018 Weekly Advisor Pay Schedule is now available.

Please refer to Information Circular 2017-31 for more details.

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