| | FEATURED NEWS 2017 Year–End Processing Dates Important administration close-off dates for New Business, Insurance Administration, Manulife Investments, Group Benefits, Manulife Bank and Distribution have been posted to Repsource.
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Manulife Monthly High Income Fund re-opens to new investors on or about January 2, 2018 Manulife Monthly High Income Fund, one of the most stable and durable investment strategies in the Canadian Neutral Balanced Fund category is re-opening to new investors on or about January 2, 2018. Read all the details here. Read more
New winter Solutions: Staying one step ahead Hot off the press - Solutions winter edition! From new approaches to investing to caring for aging parents, this edition focuses on why it pays to keep one eye on the future when it comes to your finances. You can share the issue and accompanying videos electronically with your clients by visiting manulifesolutions.ca/advisor. For help to get up and running on Solutions online, email solutions@manulife.com. Read more
MUST READ: Manulife surveys aimed at doing better for you and your clients From November 22 to December 15, Ipsos is conducting five-minute customer pulse surveys, on behalf of Manulife, to check in on how we are doing as a company – so we can do better for you and your clients. Starting November 13, Manulife Insurance will be conducting contact centre surveys to evaluate customer, advisor and assistant satisfaction based on an interaction with our contact centre. Read more here. Read more | | |
| | INVESTMENTS Update to commission rates for Manulife Investments Guaranteed Interest Contracts (GICs) To offer better interest rates to clients and remain competitive in the industry, we are reducing the commission rates on Manulife Investments GICs by up to 0.10%, depending on the account type. This change will apply to all deposits and reinvestments made on or after January 13, 2018. For more details please refer to the Schedule of Commissions, Override and Recognition Credits on Repsource which takes effect on January 13, 2018. Read more
Start the conversation With clients about protecting and passing their wealth Read more
Fall Update Videos with Phillip Petursson, Chief Investment Strategist: Canadian Equities Read more U.S. Equities Read more International Equities Read more Fixed Income Read more
Market Update: The outlook for the dollar Today we think there’s little risk of the Canadian dollar moving up significantly from where we are and if anything, we think that the moderate risk is that the Canadian dollar can retreat from its current levels therefore hedging becomes less important to client portfolios. Read more
Market Update: 1987: This time it's different In the context of 1987 to today, we would go out on a limb and say any parallels are few and far between. There are many things we can worry about today, North Korea, tax policy etc., but a 1987 style crash wouldn’t be one of them. Read more
Volatility In Context Just how low is it? Read more | | |
| | INSURANCE Performax Gold Cash Value improvement: Cost for 15 years policies Effective immediately, we are increasing the guaranteed cash value for new Performax Gold® Cost for 15 years policies and existing policies with an issue date after July 28, 2017. We decreased the guaranteed cash value of Cost for 15 policies as part of a Performax Gold re-price that took effect on July 29, 2017. We are now reversing this change and restoring the guaranteed cash value to the pre-July 29, 2017 reprice value. Read more
Bonus Blitz Health & Dental Insurance campaign is on! Bonus Blitz, Manulife’s annual Health & Dental Insurance campaign, can help you cross-sell to your existing clients and broaden your business. Qualify for bonus commissions by selling three or more qualifying plans between December 1, 2017, and March 31, 2018. Some restrictions apply. Read more
FollowMeTM Health: What’s new in 2018? FollowMe Health is a great offering for clients who are leaving a group plan. With new plan enhancements, it’s now an even better option. Read more
Pricing review: Premiums changing for Interest Sensitive Life 88 & 89 policies Manulife is adjusting premium rates on Zurich Interest Sensitive Life 88 & 89 plans, effective March 5, 2018. Full details are included in the attached Repsource article. Read more | | |
| | TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS) Investments Did you know? As December 31st is quickly approaching, it’s a good time to look at some tax planning that needs to be implemented prior to year-end. This piece provides a list of tax tips to keep in mind for this tax year. Read more
Insurance As a Matter of Law RCA trust in payment mode is subject to garnishment requirement by spouse creditor. Read more As a Matter of Tax Clarification regarding back to back loan rules and specifically shareholder borrowing structure using corporate owned life insurance as collateral. Read more | | |
| | MANULIFE BANK FYI: Uncover the Credit Card truth – ManulifeMONEY+TM Visa* Card Manulife Bank has launched the Uncover the Credit Card truth direct marketing campaign.
In early November, select Manulife Bank clients received a pre-approved offer and Manulife clients were sent an offer inviting them to apply for the ManulifeMONEY+ Visa Infinite Card or ManulifeMONEY+ Visa Platinum Card. Offers are valid until December 31, 2017. For campaign details Read more | |
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