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Infosource - April 6, 2016
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Infosource

 

 

FEATURED NEWS

Coming soon: Solutions spring edition!

The arrival of spring means new beginnings. It’s the ideal time to review financial plans with your clients and ensure their goals are on track. The spring issue of Solutions magazine arrives later this month and contains lots of information and resources to get started. Share this issue with your clients - in just a few clicks you can send the magazine and build custom marketing campaigns. Visit manulifesolutions.ca/training.

 

 

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INVESTMENTS

Read the latest Economic Note - Draghi pulls off the triple salchow

European Central Bank President Mario Draghi over-delivered but also underwhelmed on Thursday, March 10 when he announced new measures to boost economic activity in the Eurozone. While Chief Economist Megan Greene at Manulife Asset Management applauds the rationale behind the announcements, she also believes that additional monetary easing will be almost inevitable.

 

 

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INSURANCE

Help clients worry less with new Children’s Lifecheque Rider insurability benefit

With this benefit, your clients can apply for future critical illness protection for their children without undergoing full medical underwriting. And, they have the advantage of a potentially more affordable premium, than if their children were to delay and apply for new coverage in the future

Affinity Elite

Affinity Markets rewards top advisors! You work hard. Get rewarded for it. Affinity Elite is an exclusive program for high-achieving Affinity Markets advisors. When you qualify for Elite status, you will enjoy select benefits, services and support exclusively available to Affinity Elite advisors… further enabling you to grow your business.

What's New for Health and Dental on May 1st, 2016?

Flexcare® Health & Dental Plan

  • Increase from $50 to $60 for optometrist visit per two consecutive benefit years
  • Unlimited air ambulance (was previously $4000 per year)
  • Rates for each plan have slightly increased

Note: New Flexcare rates for the province of Quebec are effective June 1, 2016.

See the sales flyer for more details.

The Association Health & Dental Plan

  • Rates for each plan have slightly increased

See the sales flyer for more details.

 

 

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TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

2016 Federal Budget Summary

The 2016 Federal Budget Summary is now available. Developed by the Tax, Retirement & Estate Planning Services Team for your reference, and for use by advisors, this piece highlights changes delivered by the Liberal government on March 22, 2016.

Insurance

Life insurance doesn’t have to be taxing! Our book has the answers!

The eighth edition of the Canadian Taxation of Life Insurance is now available. Current to August 1, 2015, this book, written by the Tax, Retirement & Estate Planning Services, includes what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.

As a Matter of Tax

The 2016 Budget announced changes impacting the capital dividend account (CDA) and life insurance and the tax consequences of transfers of life insurance policies to a corporation.

Investments

Did you know?

A Systemic Withdrawal Plan (SWP) and Series T Funds are both good choices that can provide tax-efficient cash flow during retirement; however, Series T has the potential to defer more tax until a future date.

 

 

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MANULIFE BANK

Your client’s neighbourhood just got greener

Your clients might’ve noticed their neighbourhood getting greener with more than 800 Manulife Bank automated banking machines (ABMs) installed across Canada. Well, it’s even more green now that all of our ABMs are bullfrogpowered® with 100% green electricity.

 

 

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Product and services news for our MGA and Dealer partners

April 6, 2016

 

 

 

 

 

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