FEATURED NEWS

Solutions video: Role reversal

With a growing aging population comes health care challenges. It often falls to adult children to handle the realities, including associated costs, of caring for aging parents. This short video highlights how adult children and their parents can prepare for potential expenses. Share this video with your clients by visiting manulifesolutions.ca/advisor. Read more

INVESTMENTS

Hypersensitivity to External Stimuli

Volatility is back and it has announced its presence with authority. Read more

Wrap up tax season with ease using the Statements, confirms and tax slips tool

With tax season wrapping up, we can help you save time and stay organized in the home stretch, with the Statements, confirms and tax slips online tool. Watch our short video that walks you through how to generate digital documents for your clients’ accounts anytime, without making a single phone call. Click here

You can also review our helpful job aid that you can download and save anytime for your reference. Read more

INSURANCE

Consistent appearance for all insurance New Business Notifications

Disability Insurance New Business Notifications (NBNs) will have the same look as NBNs on all other Manulife insurance lines of business (Term, Critical Illness, Universal Life and Whole Life). Another example of Manulife modernizing insurance for our business! Read more

Risky Business: Underwriting innovation continues in 2018

We haven’t written for a while and that’s because we’ve been busy on our journey to improve the insurance buying experience. From E-Delivery and E-Application to process improvements and expedited service, let’s catch up on what we’ve been working on so far in 2018. Read more

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

For individuals in a low tax bracket, saving in a TFSA may be more advantageous than saving in an RRSP since TFSA withdrawals have no impact on federal income-tested benefits and credits such as child tax benefits and Old Age Security. Read more

Insurance

Get tax experts’ insights on insurance implications and opportunities

Find out what insurance planning opportunities the 2018 Federal Budget and other tax changes pose for you and your clients. Learn about small-business tax rate changes, tax proposals involving passive investing inside private corporations, and income sprinkling. Read more

For the webinar recording Click here

MANULIFE BANK

Coming soon: Changes to account fees, account statement frequency for some clients

Manulife Bank will update several Advantage Account and line of credit service and transaction fees on May 14, 2018. At the same time, the frequency of our account statements for many deposit customers will also change from quarterly to semi-annual. Read more

This e-mail message (including attachments, if any) is intended for the use of the individual to whom it is addressed and may contain information that is privileged and confidential. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

Product and services news for our MGA and Dealer partners

April 26, 2018

Quick links: