FEATURED NEWS

Welcome to a new way of doing business with Manulife

The Manulife Fee Reduction Program offers your clients fee reductions on all asset classes as well as householding for family accounts. Read for more information...

INVESTMENTS

Fall 2016 Segregated Funds Changes

Manulife is making changes to a number of Segregated Fund contracts this Fall. These changes reflect Manulife’s ongoing commitment to providing you and your clients with a strong selection of investment options within our segregated fund line-up.

Manulife experts discuss oil

Watch this video and learn what Sam Sivarajan, Managing Director and Head of Manulife Private Wealth and Philip Petursson, Chief Investment Strategist of Manulife Investments have to say on oil prices.

How absolute return funds can be part of a comprehensive investment strategy

Watch this video and learn more about absolute return investing and how an absolute return fund can be part of a comprehensive investment strategy to help mitigate volatility and increase return potential.

Economic Note: The salient seven - key economic themes for months ahead

There are a number of global factors raising uncertainty including Brexit, the rise of an isolationist, anti-immigration,anti-globalization discourse in Europe and the US and subdued oil prices to name a few. In this report, Megan Greene, Manulife Asset Management’s Chief Economist takes another look at the Salient Seven – seven key themes she introduced last year that she believes will underpin macroeconomic and market dynamics in the foreseeable future.

Economic Note - Fed groundhog day in September

The Federal Reserve chose to keep interest rates unchanged at the September Federal Open Market Committee (FOMC) meeting. Manulife Asset Management’s Chief Economist Megan Greene was not surprised by the decision. In this note, she explains why she continues to believe that the Fed will not hike rates until the second quarter of 2017.

INSURANCE

Prescribed Annuities and the 2017 Legislative Tax Changes

The federally legislated changes to the tax rules (coming January 1, 2017) will impact the taxation of prescribed annuities. To help you and your clients understand these changes, we've created a new article in the 2017 Life Insurance Tax Change Series.

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.

FollowMe Travel Add-Ons available to new and existing clients

FollowMe clients can now purchase the 15 or 30-day Travel Add-On to ensure they are covered for emergency medical expenses when they are out of province or country. Make sure your clients are aware of the opportunity to purchase the Travel Add-On. It is available to your existing FollowMe clients, evidence free only until December 31, 2016!

New Job Aid: Designating an insurance beneficiary

Available now in the Insurance Training Corner (Repsource > Administration > Insurance > Training Corner > Resources > Job Aids

Are you experiencing delays due to Not In Good Order beneficiary designations, causing frustration for you and your clients? We’re listening! We have created a job aid to assist in submitting beneficiary designations in good order. This job aid highlights some of the most common omissions on the beneficiary designation form which can cause delays. Please share this job aid with your advisors and back office staff to help us deliver a great customer experience.

Year-end deadlines for your business

Mark your calendar with these important year-end deadlines for your individual life insurance and living benefits business. These key dates will help you wrap up your new and pending insurance business.

The problem with applications that go on…and on…and on

While we recognize it sometimes takes longer to complete large or complicated cases, there is risk in keeping an application open longer than 90 days. Delays in settling a policy can result in a change in eligibility, a change in our underwriting assessment, or in some cases, prevent the policy from being offered.

Seeing is believing!

Now you can see for yourself, all of the valuable benefits Health Service Navigator® (HSN) has to offer your critical illness clients with new online advisor access. Follow the simple instructions below for access.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

Under new legislation introduced by the federal government, PACs issued after 2016 will have to use an updated mortality table to calculate the return of capital portion of each annuity payment.

Insurance

As a Matter of Law

Saskatchewan Court of Appeal is not prepared to order a rectification order where documents are made after the fact.

SALES SUPPORT

Five smart money moves

What is the best way clients can make the most of their money? Whether paying off debt or saving for retirement, this article looks at how strategic planning can help clients’ money go a long way. Share this article with your clients by visiting manulifesolutions.ca/advisors.

Be prepared

In life, anything can happen. That’s why it’s a good idea to include emergency expenses when developing a financial plan. This article explains the importance of being financially prepared for the unexpected, whether a job loss, an illness or a leaky roof. Share this article and the accompanying worksheet with your clients by visiting manulifesolutions.ca/advisor.