FEATURED NEWS

A message from Paul Lorentz – Important integration updates

Paul Lorentz provides a quarterly update on milestones achieved throughout the integration of the business of the former Standard Life. Visit Repsource to learn more.

Reconciling your T4A amount with your compensation statement

Reconciling your year-to-date taxable earnings amount on your statement with your T4A can be tricky. We'll help you with that and much more on this topic.

INVESTMENTS

2015 year-end statements available for Manulife and Standard Life Investments

Review the year-end statement mailing schedule for specifics on posting dates to Statements, Confirms & Tax Slips and client statement mailing dates.

China’s market volatility – what does it imply?

Read the latest Investment Note from Philip Ehrmann, Senior Managing Director and Senior Portfolio Manager at Manulife Asset Management (Europe) Limited on his views of China’s potential problems and if the reaction from investors is warranted, or overdone.

INSURANCE

Travel Insurance sales: a year-long journey

Like travel itself, selling Travel Insurance is a journey. It’s a journey through the year, with different markets to target each month. Use this calendar to track whom you should target for sales, and when.

Risky Business: Looking back and leaping forward

In 2015, our plans were about improving our service. As we hit the ground running in 2016, we have a number of projects and plans in motion to make the process easier for you and your clients.

Pricing review: Sum insured adjustments for Dividend T100 insurance policies

We are adjusting the sum insured for Dividend T100 insurance policies effective February 6, 2016.

Bonus Blitz Inventive program

Our popular Health and Dental sales program is back with bonus cheques to help you build your business! Sell Manulife individual health and dental plans between December 1, 2015 and March 31, 2016 — and you could receive up to double your standard commission!

Affinity Elite

Reward program for Affinity Markets top advisors. You work hard. Get rewarded for it. Affinity Elite is an exclusive program for high-achieving Affinity Markets advisors. When you qualify for Elite status, you will enjoy exclusive benefits, services and support exclusively available only to a select group… further enabling you to grow your business.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Insurance

As a Matter of Law – Is the RRIF an asset of the estate?

Beneficiary designations not subject to resulting trust arguments.

Investments

Did you know?

Registered investors who want exposure to U.S. dividend paying securities may want to consider investing in a registered-only mutual fund structure as it can effectively increase the return by eliminating the withholding tax on U.S. dividends.

SALES SUPPORT

Ready for RRSP season?

RRSP season is just around the corner! Stay connected with your clients during this busy time of year with Solutions online. The ‘RRSP Season’ package makes it easy, with a set of four helpful articles, ready to post on your website, share on social media, or send directly to clients.

MANULIFE BANK

Does winter weather have your clients looking south?

Canadians make up 14% of international property buyers in the U.S. If your clients are considering purchasing a vacation home in the States, share the Solutions article ’Southern exposure’. It includes helpful info on residency restrictions, tax considerations and more. Visit manulifesolutions.ca/advisor to email this article or post to your website.