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Easier client reports | New Term pricing | Online Transactions: No-load sales charge | Manulife Bank RRIF: 3.00% interest rate
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FEATURED NEWS

Get client reports easier and faster!

Enhancements to the My Clients reporting tool mean you can more easily view consolidated information about a client and run reports.Read more

More savings and expanded accelerated underwriting with Manulife Term!

We’re offering more savings, convenience and choice with Manulife Term insurance products. Check out our new term pricing and more on Repsource.ca Read more

 
 
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INVESTMENTS

Online transactions are now available for the No‑load sales charge option

The No‑load sales charge option will be available in the Online Transaction Tool (OLT) for these transactions:

  • Effective September 27, 2018, new sales
  • Effective November 29, 2018, transfers between Manulife Investments Contract (form NN1577E)
  • Until November 29, 2018, submit all transfers to the No‑load sales charge option to Manulife for manual processing.
Read more

Self‑serve module: Transfer your clients to income plans with Online Transactions

As the end of the year approaches, it’s time to talk Registered Retirement Income Funds (RRIFs) with your age 71 clients. Our module will guide you through the steps to convert your clients' savings plans to income plans. Read more

 
 
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INSURANCE

COMING SOON: Online claims for Affinity Health and Dental Products!

We have good news for your Affinity Health and/or Dental Insurance clients. Submitting claims will soon be easier, faster and all‑around better with our new SecureServe® Claims website. Effective mid‑November, your clients can get reimbursed up to 80% faster with direct deposit, see their claims history and benefit eligibility, and update contact information. We’ll email your clients about this in mid‑October, and again when it launches with registration instructions. Read more

FollowMe Health is open to everyone ‑ acceptance guaranteed

Until December 6, 2018, everyone is eligible for FollowMe Health & Dental Insurance, with no medical questions asked. That means everyone can get the high‑quality protection they need ‑ including clients who have medical conditions, who have been denied health coverage in the past and who are retired. Read more

 
 
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TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

We have a piece with everything you need to know about the taxation of ETFs. They really aren’t that different from a mutual fund trust. Read more

Insurance

As a Matter of Tax

When business owners are shareholders of a corporation and decide to go their separate ways, they may need to transfer some of the corporate assets to a new corporation in a “divisive reorganization”. If life insurance is part of these assets being transferred, it can result in big tax consequences. Read more

 
 
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MANULIFE BANK

Manulife Bank launches RRIF with 3.00%* introductory interest rate!

You asked, and we delivered. Now you can convert retirement savings into retirement income with a Manulife Bank Registered Retirement Income Fund (RRIF). This simple but rewarding solution is designed to provide clients with their legislated annual minimum payments, while growing their remaining funds through top‑of‑market interest rates. Read more

 
 
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Product and services news for our MGA and Dealer partners

October 25, 2018

 
 
 
 

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