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Product and services news for our MGA and Dealer partners.
April 9, 2020
FEATURED NEWS
Solutions articles and videos – helping clients in volatile times
During times of market volatility, you can help ease your clients’ minds and keep them focused on their financial goals. Here are some articles and videos you can send to your clients.
Topics include:
• Ride out volatility with a systematic approach
• Emotions and investment decisions
• Twist and turns in the markets could mean opportunities for investors
• The value of advice
Solutions is an excellent resource for client friendly content. Check it out at www.manulifesolutions.ca/advisor or on Advisor Portal under Resources > Publications > Solutions Online.
Extending grace period for clients with financial hardship due to Coronavirus
Upon urgent request and on a case by case basis, we’ll consider extending the grace period for insurance premium payments to give our policy holders the opportunity to focus on the things that matter most during this time, such as their health and family.
AdvisorCafé – A new look and important new content
Check out the upgraded AdvisorCafé and enjoy even more great content! Two new sections give you access to podcasts, thought leadership, market updates and investment articles.
• Investment Insight – timely updates and thought leadership content from our Capital Markets and Strategy team.
• Featured content – articles from Advisor Focus Magazine, The Market Intelligence Report and Investment Insight.
TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)
Investments
Getting ready to prepare your tax return?
It’s that time of year again. Do you have everything you need to file your personal tax return? Whether you are preparing your tax return yourself or having your accountant or tax specialist do it for you, use this checklist to help you make sure that you’re collecting all relevant information.
CUSTOMER EXPERIENCE
Manulife Investment Management processing during the Coronavirus crisis
Due to the significant volume of transaction requests we’re receiving for segregated fund, GIC, annuities and Manulife Mutual Fund business, our administration teams have taken steps to prioritize work. While we’re honouring the trade date of all trades that are received in‑good‑order by the trade cut‑off time, non‑financial or not‑in‑good‑order transactions are currently experiencing delays in processing.
Updates to Manulife underwriting and new business during the Coronavirus crisis
To help keep your business moving to support your clients, we’ve summarized process reminders and short‑term changes we’re making to prioritize critical new business and underwriting work.
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