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935 results found.
931
my advisor dashboard, a simple, fast and easy way to get the information you need register login virtual tour click the ‘virtual tour’ in the quick links section to discover the new experience. view status view the status and outstanding underwriting requirements…, self-serve: making information available 24/7, self service icon, self-service, complete self-service transactions within minutes using docusign update client addresses and phone numbers empire bot, empirebot, find the insurance form you're looking for. just ask a question! support team have you met our trep team? learn what they have to offer. learn more triips did you miss one of our triipss webinars? watch it now on demand. register now community…, register for my advisor dashboard, register now register now click on the “get started now” button below to create a username and password for my advisor dashboard. verify email verify email you will receive an email from empire life. click on the link in the email to verify your…
Last Updated2024-04-26
932
prices and performance, fund prices & performance empire life multi-strategy gifs monthly holdings update - march 2024 , performance summary, monthly investment performance investment performance comparison calendar year returns, empire life (ecf) segregated fund income allocations, 2019 ecf segregated fund income allocations 2020 ecf segregated fund income allocations 2021 ecf segregated fund income allocations 2022 ecf segregated fund income allocations 2023 ecf segregated fund income allocations, commentaries, off the cuff video with jennifer law: march 8, 2024 empire life asset allocation gif 2023 recap empire life 2024 market outlook off the cuff video with doug cooper: december 5, 2023 empire life short term high income gif empire life global growth…, empire life investments webinar, 2024 market outlook 2024 market outlook – webinar transcript empire life canoe global equity gif - november 28 2023 - webinar transcript empire life canoe global equity gif webinar - november 28, 2023 empire life global growth gif webinar…, segregated funds annual financial statements, segregated funds 2020 annual financial statements, point of sale documents, information folders and contract provisions, empire life guaranteed investment funds (inv-943) fund facts class plus 3.0 (inv-1754) class plus 3.0 (inv-1755) canoe el protection portfolios (inv-2811), (this product may only be purchased through a licensed insurance agent of world financial group insurance agency of canada inc.), ci empire life concentric gif (inv-2764), fund facts, guaranteed investment funds - individual fund facts page class plus 3.0 - individual fund facts page canoe el protection portfolios (inv-2807), (this product may only be purchased through a licensed insurance agent of world financial group insurance agency of canada inc.), ci empire life concentric gif (inv-2767), post sale documents, segregated funds ongoing disclosure document (inv-2778), fund facts for discontinued products, discontinued products - individual fund facts page class - individual fund facts page class plus - individual fund facts page class plus 2 - individual fund facts page class plus 2.1 - individual fund facts page elite & elite xl - individual…
Last Updated2024-04-26
933
hero-trips-final-decwebinar-nd-en (1).png "estate planning fundamentals", transferring a family business to the next generation, through case studies, this presentation will also review a strategy that allows for tax-efficient business transfers called “estate freeze”. attendees will learn how the flexibility provided by this strategy can be used to meet a variety of clients…, ce credit offer available until july 31, 2024., quiz will appear after webinar has been viewed "estate planning fundamentals", estate planning fundamentals, this session focuses on the various issues and aspects of estate planning, coupled with the importance of the process, appropriate strategies and how life insurance plays a role. attendees will gain a deeper understanding of the issues as well as…, ce credit offer available until june 17, 2024., quiz will appear after webinar has been viewed, understanding taxation of funds, this session explains the reporting and taxation of growth, income and cash flow out of investment funds. attendees will gain a clearer understanding of the differences in reporting between segregated funds and mutual funds both during the…, ce credits are no longer available for this webinar., life insurance as an asset class, a number of investors rely on fixed income investments like bonds and gics to provide income and capital preservation benefits to their portfolios. are there alternatives that may replace the portfolio protection that was historically available…, ce credits are no longer available for this webinar., small business owners and positioning life insurance policies , transferring the interest in a life insurance policy happens often and it can seem complicated. questions frequently arise around this topic, particularly in corporate situations. this session will cover the key elements of policy transfers between…, ce credits are no longer available for this webinar., getting paid for the value you provide webinar, the biggest drivers of change are changing client behaviours, expectations and priorities. client experiences are the most prominent factor impacting many of the changes we see today. their preferences for services and relationships can help…, ce credits are no longer available for this webinar., shared ownership and critical illness insurance , critical illness insurance policies are often purchased under a shared ownership structure which may also be referred to as a split-dollar arrangement. establishing a shared ownership structure will require some work from advisors to provide…, ce credits are no longer available for this webinar. , insurance based investments: featuring some of our most frequent case consultation themes, this session will go through a number of previously published articles to explain and reinforce strategies and opportunities focusing on investments. a variety of case studies will showcase challenges that may arise and preferred strategies to…, ce credits are no longer available for this webinar. , corporate owned life insurance and personal estates, this session takes a deep dive into the individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning…, ce credits are no longer available for this webinar., generating lifetime income: part 2 - the planning process, this second session looks at some key considerations that can impact how long money will last, income-generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable, and…, ce credits are no longer available for this webinar., generating lifetime income: part 1 - the planning process, this first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. attendees will…, ce credits are no longer available for this webinar., financial underwriting and larger case handling, this session will help attendees by diving into steps that can be taken to facilitate a smoother underwriting process for larger cases. we will share an overview of financial underwriting at empire life, including: the importance of complete…, ce credits are no longer available for this webinar., wealth building and preservation strategies for a successful year, using case studies and client surveys, we will briefly cover off some key issues and opportunities for investment clients and advisors. we will also cover off concepts to help both preserve and protect financial assets. in this session, you will…, ce credits are no longer available for this webinar., advisor opportunities in this digitally, pandemically & economically changed world, digital, the new normal remote interactions: are they the new normal; are they expected; or are they a matter of client choice depending on the situation? evolving and rising client expectations how can advisors stand out from others, above others…, ce credits are no longer available for this webinar., taking a deep dive into the tfsa, the tax-free savings account program began in 2009. what was initially a small component of financial and tax planning for clients has now become an essential planning tool. in this presentation, we will go further than looking at the basic aspects…, ce credits are no longer available for this webinar., why powers of attorney, wills and trusts are important, a strong estate plan will often include powers of attorney, wills, trusts, and insurance or insurance products. as an advisor you may know about insurance planning, but how knowledgeable are you when it comes to powers of attorney, wills and trusts…, ce credits are no longer available for this webinar., creditor protection, insurance products and the canada revenue agency, have you considered what happens in situations where an estate does not have sufficient resources to pay its tax liability and there are named individuals as beneficiaries of a life insurance or segregated fund policy? this webinar will focus on…, ce credits are no longer available for this webinar., women, finances and estate planning, this webinar focused on providing effective service to a female client, with tips and strategies designed to equip advisors with the necessary tools. this session looks at; why every financial advisor should be prospecting for and strengthening…, ce credits are no longer available for this webinar., finding investment and tax opportunities in a challenging market, when markets go down and the value of investment portfolios drop, some clients can be stressed and question their investment plan. even though bear markets can bring many challenges, there are steps that an astute investor can take to use such…, ce credits are no longer available for this webinar., estate planning in the digital age tips, traps, & strategies , in today’s digital era, most of us and our clients own several forms of digital assets including social media accounts, digital music, books and photographs. these assets and others can have significant financial and/or sentimental value. how should…, ce credits are no longer available for this webinar., the hybrid advisor: marrying technology with a human touch, customers’ needs and expectations continue to be major drivers of change. are they best met by technology or humans? or a mix of both? hybrid approaches are rapidly gaining traction and market share. success will be measured by the customer’s…, ce credits are no longer available for this webinar., business owners and estate planning: is there a role for insurance-based solutions?, this fast paced, thought-provoking session will explore various scenarios and test whether life insurance-based solutions can play a role in addressing issues and providing alternatives for advisors and their business clients. attendees will walk…, ce credits are no longer available for this webinar., 2022 federal budget overview, our tax and estate planning expert, peter wouters, shares his thoughts on an overview of the 2022 budget and how it will impact clients in this timely 25 minute video. download the infographic, ce credits are no longer available for this webinar., complex family dynamics and estate planning using segregated funds, as your clients age, particularly high net worth clients and those with complicated family situations, wealth transfer becomes a priority. as their focus starts to change from accumulating assets to estate planning and wealth transfer, will they…, ce credits are no longer available for this webinar., 10 more key tax issues and opportunities for investment clients and advisors, join the tax, retirement and estate planning services team as they cover 10 key tax issues and opportunities for investment clients and advisors. in this session advisors will learn strategies that will help them get started in the right direction…, ce credits are no longer available for this webinar., estate planning for the blended family, through a series of scenarios dealing with the blended family, advisors will learn strategies using life insurance to assist clients in blended families navigate various tax and estate planning issues. , ce credits are no longer available for this webinar., intergenerational wealth transfer and life insurance for kids, this session covers some of the important factors that impact where wealth goes, who the decision makers are and how values can be expressed as part of the things that are passed down to heirs. through a series of case studies advisors will learn…, ce credits are no longer available for this webinar., a few year-end tax tips and strategies, this session covers a few year-end tax tips and strategies for individuals and business owners that advisors should consider in their year-end communications with clients. the topics covered will include tax loss harvesting, rrsp conversions, over-…, ce credits are no longer available for this webinar., beneficiary blow-ups - focus on insurance, this session covers estate planning issues with a focus on insurance. using case studies, attendees will learn how to avoid the common pitfalls when it comes to probate, naming beneficiaries and setting up trusts. attendees will also learn…, ce credits are no longer available for this webinar., separation and divorce: who gets what, sometimes, the process of dividing property is fairly straightforward and is handled quickly and easily. in many other situations, emotions run high, generating a messy process, ugly exchanges and bitter outcomes.this session takes attendees through…, ce credits are no longer available for this webinar., retirement income – tax considerations and strategies, do you want to level-up your tax knowledge of segregated funds? this session explores the taxation of segregated funds, specifically the tax consequences for older, retired investors holding investments in non-registered accounts. using case studies…, ce credits are no longer available for this webinar., old macdonald had a farm: business transfer and estate issues and options, this informative and thought- provoking session provides an overview of business succession planning and the tie-in to estate and legacy planning. attendees will learn about some of the issues and options on a sale or transfer to children,…, ce credits are no longer available for this webinar., building and taking advantage of corporately owned segregated funds, how is investment income taxed in a corporation? what are some of the tax issues generally and what about those issues when we are dealing with segregated funds? join peter wouters for this session as he shares answers to these questions and…, ce credits are no longer available for this webinar., cross border investment issues for americans in canada, should your approach to advising american clients living in canada be different? join us for our next triipss webinar exploring the answer and other questions surrounding the implications for american investors living and working in canada. during…, ce credits are no longer available for this webinar., 2021 federal budget overview video, our tax and estate planning expert, peter wouters, shares his thoughts on an overview of the 2021 budget and how it will impact clients in this timely 30 minute video. download infographic, ce credits are no longer available for this webinar, , investment strategies for a successful 2021, join peter wouters as he takes a look at the research, ideas and strategies for saving and investing money for the long-term. this session considers the backdrop of digital, covid-19 and evolving consumer preferences. advisors will walk away with…, ce credits are no longer available for this webinar., beneficiary blow-ups: focusing on investments , peter wouters will cover estate planning issues with a focus on investments. he will use case studies - many from the courts - to highlight strategies and pitfalls where beneficiary designations may be overridden. he will also show how to…, accessing cash values from a permanent life insurance policy, cash surrender values of a life insurance policy constitute an asset for the policy owner that can be accessed for different purposes. advisors will be better positioned to help promote this asset class to their clients and add value for them…, locked-in retirement accounts: opportunities for retirement and estate planning, it is becoming more challenging for retiring canadians to coordinate their income sources. income may start at different times, be taxed differently, have different levels of guarantees and flexibility. you can see this complexity particularly…, transferring life insurance policies, transferring the interest in a life insurance policy happens more often than you may think. learn about what happens with various scenarios involving the transfer of an interest in a life insurance policy. the session includes sample calculations,…, disruptions, distractions and direction, this session will look at the changing needs, expectations and social behaviours that are impacting the customer-advisor relationship. it will explore the disruptions and distractions facing business practices to provide insight into the direction…, new and classic strategies using additional deposit option – part 2, charitable giving and immediate financing arrangement, this session will explore a new and creative way to double up on donations and maximize the use of life insurance to multiply the gifts donors are interested in making. it will close with answers to immediate financing arrangements generally and…, new and classic strategies using additional deposit option – part 1, watch david thomas provide an overview of the corporate legacy builder – one of our top performing life insurance strategies and an industry favourite – and learn ways to optimize this strategy with ado., sequence of returns risk and retirement income, join peter wouters as he takes a timely look at some of the risks investors face in their retirement, including how sequence of returns risk can disrupt an otherwise well put together retirement plan. peter will explore strategies you can use to…, succeeding in a digital and non-face-to-face world, watch peter wouters as he discusses strategies on how to succeed in a non-face-to-face environment as an advisor. the session closes with david thomas providing a summary of the canadian government’s covid-19 emergency response act and how advisors…, why segregated funds: canadians want guarantees, we all know what segregated funds are but may be missing the why and how they may be incorporated into clients’ portfolios. now, more than ever, segregated funds may help your clients cope with market volatility and give them peace of mind., insurance strategies for a successful 2020, j. david thomas, , director advanced sales and marketing for life insurance, takes you through an informative overview of three popular insurance sales concepts to help build your business. the goal for the session is to demonstrate how these concepts can propel…, short term focus; long term view, join , peter wouters, as he discusses the importance of putting the right kind of focus and attention to saving and investing money at the beginning of the year., repositioning corporate assets, join, j. david thomas, as he discusses the passive income tax rules for private corporations that were introduced in 2018 and how these rules have created serious problems for clients caught in the cross-hairs., individual pension plans (ipps) - part 2, this webinar accompanies the webinar "individual pension plans part 1" and covers plan set-up and administration, rrsp vs. ipp, and options for funding, retirement, death and wind up., individual pension plans (ipps) - part 1, in this informative part 1 session,, peter wouters, provides an overview of individual pension plans - what they are, why consider them, how they work and identify suitable candidates. , 13 biggest investment mistakes retirees make, over the years, peter wouters, has spoken with thousands of retirees and near-retirees about money and the investment mistakes they make. join peter for an informative summary of the, 13 biggest investment mistakes retirees make, , along with some tips on how to avoid or correct them., the family cottage, if clients want to pass on the family vacation property to their children one day, the cost of transfer may come as a considerable shock to them. join, peter wouters, for an informative webinar that will cover the importance of preparing for tax implications that a vacation property transfer can bring. , top insurance strategies to win more clients, join, j. david thomas, as he leads an overview on some of our most popular advanced sales concepts for insurance along with helpful case studies to help boost your business., federal budget 2019 overview, the recent federal budget introduced a number of changes for retirees, small businesses, farms, investors, home buyers and health and support care. join, peter wouters, as he takes a deeper l, running a small business: new rules part 3, join, peter wouters, as he takes a deeper look at individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs., running a small business: new rules part 2, peter wouters, discusses targeted shareholder employee benefit plans as options to holding retained earnings destined to provide retirement cash flow, and trusts that offer benefits for select employees. , running a small business: new rules part 1, peter wouters, provides an overview of the proposals, changes and updates dealing with income splitting and passive income as well as concerns, cautions and opportunities for business clients and their advisors. , guaranteed lifetime income in action (part 2), how can you provide contractually guaranteed lifetime income to address the needs and expectations of your aging clients? learn from a number of case studies how some income approaches meet the criteria set by today's aging canadians, guaranteed lifetime income: 90% retirement income factor (part 1), attendees will learn what guaranteed lifetime income means to aging canadians, why it's important to them and how much they need or want., federal proposals taxing private corporations update, peter wouters, discusses updates and changes to the original proposals and some next steps for practitioners and their clients. , seven sins of succession planning, many advisors are comfortable running their day-to-day business with the expectation that the sale of their practice will be smooth and seamless., peter wouters, will show you how to avoid succession planning errors. , understanding taxation of funds, when your clients receive their statements and tax slips, they may have questions., peter wouters, will help you understand the reporting and taxation of growth, income and cash flow from investment funds to help you answer their questions. , triipss webinars, triipss (tax, retirement, investment and insurance planning strategies and solutions) is a new webinar series featuring peter wouters. with our webinars, you become more knowledgeable on various industry related subjects so you can better meet the…
Last Updated2024-05-01
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empire life emblem gif portfolios provide an easy, diversified investment solution to match your client’s risk tolerance, time horizon and investment goals. as a segregated fund investment option, the portfolios also offer valuable insurance…, what are the benefits of empire life emblem gif portfolios?, instant diversification with , one decision., diversifies your client’s investments across multiple asset classes using a simple and easy to understand investor profile questionnaire ., investment approach., portfolios are managed using a conservative, value-oriented and disciplined investment approach., tactical asset management., asset mix is monitored and adjusted in response to evolving market conditions., transparency., the underlying fund invests directly in securities so clients can always see what they’re invested in., valuable benefit guarantees., as segregated funds, emblem gif portfolios provide valuable maturity and death benefit guarantees to help protect your client’s investment., marketing materials for advisors, investor profile questionnaire (inv-927) emblem gif portfolios brochure (inv-929) emblem oversight process (inv-930) investment product overview (inp-0295) investment product overview - digital friendly (inp-0295), marketing materials for clients, emblem gif portfolios flyer (inv-928) get your tfsa working with emblem gif portfolios (inv-946), point of sale materials, emblem gif portfolios - individual fund facts page
Last Updated2024-05-01
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tax, retirement and estate planning team, meet our team of experts. looking for more information on large case support? , peter wouters peter wouters, director, tax, retirement & estate planning services, rfg, aiaa, arp, tep, flmi, rhu, cfp, clu, chfc, acs, cpca, alhc, chs, epc, afsi, peter is a well-respected, much sought after speaker and subject matter expert in tax, retirement and estate planning. he annually provides hundreds of workshops and seminars for financial advisors, managing general agents, iiroc firms, professional…, alexander papale alexandre papale, director, tax, retirement & estate planning services, b.sc; llb, alexandre is a well-regarded tax and estate planning specialist with a sought-after ability to analyse and articulate complex matters. as a lifelong learner, he completed graduate studies in both tax law and business law. his background in business…, diana mick diana mick, manager, tax retirement & estate planning services, clu, rhu, cea, fic, epc, diana is a seasoned financial services professional who has been an mdrt level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with…, need help with a large case?, icon speak to your sales representative get started now
Last Updated2024-05-01