Estate Planning Material
- Solution 100 Case Study: A Flexible Solution To Leave A Legacy
- Term to 100 Case Study: Estate Planning For Business Owners
- Insured Annuity
- Ageless Investing with Empire Life Guaranteed Investment Funds 75/100
- Executor Checklist
- The Family Cottage: 50+ Questions to Ask
- Incorporating Inflation into Financial Planning
- Power of Attorney for Property Chart
- Cap Your Taxes With an Estate Freeze
- Dangers of Discount Wills
- Donating Capital Property to Charity
- Essential Characteristics of Wills
- Guardianship for Minor Children
- Immediate Financing Arrangement
- Intergenerational Wealth Transfers
- Key Person Protection
- Leveraging Life Insurance
- Life Insurance Trusts
- Personal Life Insurance Needs Analysis
- Profits & Perils of Avoiding Probate
- Tax Benefits of Charitable Giving
- Tax Results of Joint Ownership
- Understanding Powers of Attorney
- Shared Ownership Life Insurance Strategies
- Life Expectancy Table
Retirement Planning
Gift Planning Material
- Donating Capitol Property to Charity
- Offering Charitable Gift and Estate Insurance Strategies
- Planned Giving
- Diverting Tax Dollars to Charity
Business Material
- Shared Ownership Worksheet
- Business-Corporate Life Insurance Needs Analysis
- Business Asset Liquidation Values
- Business Self Assessment
- Should we have a business Buy-Sell agreement?
- Should your buy/sell agreement be funded with life insurance?
- Considerations for binding Buy-Sell agreements in family transfer on death
- Funding Criss-Cross Buy-Sell with Life Insurance
- Funding Hybrid Buy-Sell with Life Insurance
- Funding Promissory Note Buy-Sell with Life Insurance
- Funding Share Redemption Buy-Sell with Life Insurance
- Tax-Efficient Business Buy-Sell Agreements
- Business Wind-Up, Buy-Sell - What if you wake up tomorrow and your partner has died? What will happen to your business?
- Business Wind-Up, Buy-Sell - Structuring and Funding Your Business Succession Plan
- Business Wind-Up, Buy-Sell - If a Shareholder was to die tomorrow, will your company be prepared to handle the situation?
- Business Wind-Up, Buy-Sell - What is going to happen to your business when you die? How are you going to protect the business you started?
- Maximize Your Corporate Account Returns With Segregated Funds
Miscellaneous Material
- 2024 Financial facts @your fingertips (INV-2289)
- Quebec 2024 Financial facts @your fingertips (INV-2318)
- Year End Planning Tips Now to Dec. 31, 2023
- Investment Income and Taxes
- First Home Savings Account (FHSA)
- 2023 Federal Budget at your Fingertips
- Immediate Financing Arrangement
- The Empire Life Difference (E-0205)
- Mortgage - There's No Place Like Home (Rider)
- Mortgage - There's No Place Like Home (Stand Alone)
- Charitable Estate Multiplier Strategies
- Understanding your Empire Life T3/Relevé 16 Slips
Individual Pension Plans
Sequence of Returns Risk; When Order Leads to Disorder article series
- Order to Disorder series 1 of 7: The Risk of Longevity
- Order to Disorder series 2 of 7: Rate of Return and Impact on Accumulation vs. Withdrawal Periods
- Order to Disorder series 3 of 7: When did you get on the rate of return cycle
- Order to Disorder series 4 of 7: What is a Guaranteed Withdrawal Minimum Benefit (GMWB)?
- Order to Disorder series 5 of 7: Investor behaviour
- Order to Disorder series 6 of 7: Calculating guaranteed retirement income
- Order to Disorder series 7 of 7: Many Protective Features, Benefits & Advantages