FEATURED NEWS

Introducing Manulife Ideal Signature Select™

Manulife is launching Manulife Ideal Signature Select™, a new segregated fund product. Ideal Segregated Funds Signature 2.0, Ideal Segregated Funds, and the EstatePlus® Series, within the GIF Select contract, have been closed to new contract sales.

It’s coming…the next evolution in Manulife Insurance e-processing!

Save and share functionality. E-signatures. Short and full options. Manulife is modernizing our online insurance application process to meet the evolving needs of your business and enhance the buying experience for your clients.

Manulife Investments and Manulife Insurance: If you need us, we are here

Manulife is here to provide needed support to our affected advisors and clients who have been impacted by the recent fires in Alberta.

INVESTMENTS

Market Intelligence - March 31, 2016

The Market Intelligence Report is designed to help advisors be successful when they are investing with their clients, by providing an outlook into market opportunities and risks. The report provides metrics in key markets globally. For the first time, with this March edition of Market Intelligence you’ll find the Market Intelligence Special Report. This report highlights insights from one of Manulife Investments’ sub-advisors, Brookfield Investment Management..

We're listening...changes to GIC re-investments with Online Transactions

We’re making changes to Online Transactions for an easier way to process re-investments into your client’s guaranteed interest contracts (GICs).

Economic Note - First quarter re-acceleration

In this Economic Note, Manulife Asset Management's Senior Economist, Frances Donald wonders if the outlook for Canada might have become too optimistic after several positive surprises.

INSURANCE

Risky Business: Insuring HIV applicants, what you need to know

As we break new ground offering life insurance to more Canadians, we have identified the following key criteria for consideration of your HIV positive clients.

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.

Flexcare^® news: Travel top-up waived!

Clients no longer required to purchase travel coverage beyond 9 days. Effective May 1, 2016, top-up coverage for Flexcare Travel will no longer be mandatory. Previously, travelers were required to purchase travel insurance if their trip was going to last for a period longer than the 9-day standard Flexcare coverage. Otherwise, coverage would be null and void.

Pricing review: YRT cost of insurance rates decreasing for CU NaviVision policies

We are decreasing the YRT cost of insurance (COI) rates for Commercial Union NaviVision insurance policies beginning June 1, 2016.

Pricing review: Cost of insurance rates decreasing for Dominion Life insurance policies

We are decreasing the YRT cost of insurance rates for Dominion Life Universal Life insurance policies beginning June 1, 2016.

CUSTOMER EXPERIENCE

Manulife’s Contact Centres unveil latest service tool

Reap the benefits of an improved customer service experience thanks to the innovative new desktop technology rolled out to select Manulife Contact Centre teams in April. The new tool helps our customer service representatives to better understand the reason for your call, identify new opportunities to help and address your inquiries faster. The tool is part of an ongoing initiative to transform our Contact Centres which includes the new Interactive Voice Recognition (IVR) system.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

If an individual wishes to leave a donation to charity, gifting the proceeds of a registered plan can be an attractive option.

Insurance

As a Matter of Tax

Is the splitting of a multi-life policy a disposition of the policy?

As a Matter of Tax

Budget 2016: Transfers of life insurance - Collateral damage -Transfer of life insurance policy involving non-arm's length corporation, budget 2016, tax consequences and impact on capital dividend account.

SALES SUPPORT

Stay in touch

With summer plans gearing up, stay in touch with your clients all season long by using the Solutions online library. It’s packed with financial and lifestyle content and it’s an easy way to stay top of mind throughout the summer months. However you communicate – by email, social media, or in person – Solutions is a free resource for you. Get started at manulifesolutions.ca/training.

MANULIFE BANK

Building good credit with credit cards

Building and maintaining a strong credit rating is an important part of financial health. And credit cards can be an effective tool to help build credit, when used responsibly. Share this video with your clients to help them understand how credit history affects loan applications, how credit limit increases work, and what to do if they have trouble paying down their balance. Visit manulifesolutions.ca/advisor.

Product and services news for our MGA and Dealer partners

May 18, 2016

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