INVESTMENTS

School’s Back in Session

As we consider the current investor sentiment and market opportunities it’s time for our “Back to School” analysis of the investment opportunity.Read more

INSURANCE

Risky Business: From mobile apps to Artificial intelligence; we’ve had a busy summer!

Between vacations, stay-cations, cottages, and backyard BBQs, the Manulife underwriting and new business teams had a busy summer developing tools and improving services to make doing business with us even easier. As we transition to cooler weather and busy season (isn’t it always, though?), we’re excited to highlight updates and improvements that will help build and support your business. Read more

The Insurance Contact Centre eSignature forms now permanently available

Our eSignature forms pilot project was successful! Using this paperless solution, we processed our first eSignature form within four hours and are currently processing 75% of submitted forms within one business day. eSignature forms are now a permanent option to customers who are calling directly to obtain any of the available Insurance forms.Read more

Reminder: Client impact -- Increase to deposit loads for certain Universal Life products

Effective October 1, 2018, Manulife is increasing the deposit load rate we deduct from deposits on certain Universal Life policies to better reflect the provincial premium taxes we are required to pay. As of October 1, the deposit load rate we deduct from deposits will be based on the primary owner’s province or territory of residence. As a result of this change, clients may require changes to their future planned deposits. Read more

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

If you or your spouse have realized capital gains in the last three years, consider selling an investment that has dropped in value to recover the taxes paid on those gains. Read more

SALES SUPPORT

New Take Five video: Setting up pre-authorized chequing using Online Transactions

Did you know you can quickly set up pre-authorized chequing (PAC) for a client using Online Transactions (OLT)? Not only is it immediate, but you can also ensure it’s in good order from the start. Our new Take Five video will walk you through how to quickly set up a PAC using Online Transactions with ease. Take Five video

Latest Online Transactions update

To comply with the Income Tax Act, on September 27 we will be replacing the Manulife Transfer In form NN0829 on Online Transactions with the Canada Revenue Agency form T2030 (Direct Transfer Under Subparagraph 60(I)(v)) for certain transactions. 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

October 1, 2018

Quick links: