FEATURED NEWS

Manulife first to underwrite eligible Canadians who test HIV-positive

Breakthrough in underwriting disrupts traditional approach to insurance.

Important Integration Updates

Paul Lorentz shares milestones we have reached during the last couple of months.

INVESTMENTS

Administrative details for Manulife Ideal Signature Select™ and product closures

This article outlines important administrative information to help you sell and service the Manulife Ideal Signature Select™ segregated fund and highlights what you need to know about seg fund product closures.

Reminder: Updated Manulife Mutual Funds applications and forms

Making sure you use the most updated versions of our Manulife Mutual Fund applications and forms will allow access to the newest features and help you avoid any processing delays.

Investment Note - Investing in quality companies

When equity prices are rising in response (directly and indirectly) to monetary policy, what role should factors that traditionally guide investment decisions – such as fundamentals and valuation – play? Read what Paul Boyne, Senior Managing Director and Senior Portfolio Manager at Manulife Asset Management (U.S.), LLC has to say about finding and investing in quality companies.

INSURANCE

Growing Insurance in Canada: Modernizing the customer and advisor experience

Learn how Manulife is taking the lead to modernize life insurance in Canada and what we’ve got planned for 2016.

Risky Business: Accelerated Underwriting for Family and Business Term

We began this journey in 2012 and are happy to announce that this work behind the scenes continues to improve the underwriting process and, more importantly, will have a huge impact on many of your clients.

What’s New for the 2016 Travel Season?

Effective April 29th, the Manulife Travel Insurance Travelling Canadians, Visitors to Canada and Student plans have been enhanced. See the sales flyer for more details.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

A tax refund simply means that you paid the CRA too much tax throughout the year. But until you deposit that refund cheque you are essentially making an interest-free loan to the government.

NEW!! Prescribed annuities issued after 2016: Impact of the new legislation

Changes to the taxation of prescribed annuity contracts (PACs) may provide an incentive for individuals to consider purchasing a PAC before the end of 2016.

SALES SUPPORT

The spring issue of Solutions is here!

Spring has arrived, and with it, a promise of new beginnings. This edition of Solutions is full of informative articles and resources to help clients get started on spring cleaning their finances to ensure their goals are still on track. Share the issue and accompanying videos by visiting manulifesolutions.ca/advisor.

Revised investment forms now online

New fields have been added to some investment forms to identify the industry and occupation of the policy owner (industry and business for entity owners).

Product and services news for our MGA and Dealer partners

May 5, 2016

Quick links: