2019 Advisor Quick Reference Guide | New Advisor Focus: Redefining Retirement

FEATURED NEWS

The 2019 Advisor Quick Reference Guide is here!

Get ahead of the pack with the 2019 Advisor Quick Reference Guide. This resource provides the latest information about wealth accumulation, generating income and tax planning to help you when you meet clients during this tax season. It is easily accessible on your mobile device via the AdvisorCafé app. Print copies can also be ordered and are being distributed with the February edition of Investment Executive. Read more

New Advisor Focus: Redefining retirement

In the winter issue of Advisor Focus learn how the aging demographic in Canada affects our society and industry and what you can do to help meet the unique needs of the older generation. You’ll also find strategies to help you thrive in our ever-changing industry, get an understanding of how tariff discussions and trade wars can impact your business and learn how to take the speculation out of investing.
Read more

Solutions online – RRSP season

RRSP season is here! Stay connected with your clients using the recently upgraded Solutions online. A variety of helpful articles and videos are ready to share in email campaigns, newsletters, websites, and social media. Visit the Solutions online library.
Questions? Email solutions@manulife.com.
Read more

NEW self‑serve Manulife Segregated Fund Book online tool

Easily and quickly access your Manulife Segregated Fund information, like common summary reports along with client contract details and advisor business information, with the new self-serve My Segregated Fund Book. Read more

INVESTMENTS

Announcing an investment fund merger and investment objective change

Manulife announced its intention to implement a fund merger between Manulife International Value Equity Fund and Manulife EAFE Equity Fund (formerly Manulife International Focused Fund). We also plan to change the investment objective of Manulife EAFE Equity Fund. Subject to approvals, both these changes will be effective on or about April 5, 2019. You can read the press release and get all the available details here. If you have questions, contact your wholesale team. Read more

Investment Note 2019 Outlook - Travel with Caution, not Fear

Overall, our expectations are for an improved investment environment than that of the fourth quarter. If we offer any theme to 2019 we would suggest travel with caution and not fear. Read more

New interactive tool features Manulife’s top‑performing mutual funds

Manulife’s customizable Star Performers tool features all of Manulife’s top-performing (4 and 5‑star) mutual funds. The tool is designed to allow you to quickly create custom reports - showcasing your recommendations of top performers for your specific client needs, while eliminating the need to manually collect information. This will enable you to devote more time towards servicing your business relationships. Read more

Episode 10B: Bonds. A long-term affair – Part 2

Bonds can come in many different forms, ranging from CMBS, sovereign debt and even “Bowie bonds”. Join Philip Petursson, with special guests, Dan Janis, Senior Portfolio Manager and Charles Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income, in a deep dive into how they make investment decisions when so many bond structures are available. Click here

Episode 11A: 2019 Outlook - Travel with Caution, not Fear

In 2018, equities and fixed income can be summed up as being “frustratingly disappointing”. There was nowhere to hide. So, is it so bad, that it’s actually good? Listen on as Philip Petursson, Macan Nia and Kevin Headland, provide their insights on last year’s retail investor capitulation, and how that may set up new opportunities for 2019. Click here

Episode 11B: 2019 Outlook – Travel with Caution, not fear – Part 2

The Capital Markets & Investment team conclude their two-part series with a focus on WYNTK for International Equities, Fixed Income and the Canadian Dollar in 2019. Philip Petursson, Macan Nia and Kevin Headland ends this episode with their individual 2019 fearless forecast. Listen on. Click here

INSURANCE

Credited interest rate formula for former Maritime Universal Life policies

We have corrected the Investment Income Tax (IIT) deduction portion of the credited interest rate formula for some funds in some rate series across Intrepid II and Performance Plan products. Our correction of this formula now matches the contract for all of these products, keeping fairness to all our clients in mind. The January 22, 2019 Repsource article includes the affected funds, products and rate series, as well as enhancements to the Lifeline report. Read more

Pricing review for Standard Life LifeTerm policies

Manulife is adjusting the sum insured on Standard Life LifeTerm Series C and Series F9 plans, starting April 25, 2019. Full details are included in the attached Repsource article. Read more

CE credit series has arrived to help you thrive

The Continuing Education (CE) Centre is pleased to introduce the Insurance Sales Concepts Series, which focuses on opportunities, planning and client solutions that can help advisors thrive in their careers. The four-course series, beginning with Grow Your Business with Manulife’s Insurance Sales Concepts, is available now in Repsource. More courses will be added to the series throughout the year. Read more

2018 Health & Dental Premium Receipts Are Coming

2018 Health & Dental (H&D) premium receipts will be available online on February 7, 2019. We are communicating with customers and asking them to sign in or register for their H&D receipts through our easy-to-use online portal. Read more

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

NEW! How to plan around the small business tax changes

With changes to small business taxation taking effect in 2019, it’s time to look at how corporations can reduce the impact of those changes on their bottom lines. Read more

Did you know?

Wondering about the best savings strategy when it comes to contributing to a Registered Education Savings Plan (RESP) for a child? Making a large lump sum deposit early on may seem like a good way to take advantage of the tax-deferred compounding available inside the RESP, but remember that annual contributions receive government grants. Read more

Insurance

As a Matter of Law

Recent changes to Alberta’s family law legislation may affect your clients’ overall estate planning. The province’s new Family Property Act extends property rights to unmarried couples who are in an adult interdependent relationship. 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

January 31, 2019

Quick links: