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The Empire Life Sales, Tax, Estate Planning, Underwriting & Product Team (STEPUP) can give you a "step up" in your business by helping you:

  • Outline comprehensive tax & estate planning alternatives for your clients
  • Focus on high net worth clients, business owners and professionals
  • Increase case placement success
  • And ultimately add value to your client relationships

In our complex world today, it is best carried out through informed advice from a broad array of legal, tax and financial professionals.

Our team of practising professionals provide advanced concepts, case consultation, tax, estate planning, actuarial and underwriting support to select advisors in all regions where Empire Life has a strong presence. Contact your Account Manager for more information on the team's services.

 Please reach out to your Sales Team for access to our services

Peter A. Wouters Peter A. Wouters
RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, CPCA, ALHC, CHS, EPC, AFSI
Director, Tax, Retirement & Estate Planning Services
Alexandre Papale B.Sc., LLB; Alexandre Papale
B.Sc; LLB
Director, Tax & Estate Planning
diana e mick Diana E. Mick
CLU, RHU, CEA, FIC, EPC
Manager, Tax, Retirement & Estate Planning