Building and preserving wealth together.

1-800-561-1177

Health Care rate adjustment | A piecework workforce? | Manulife Par
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

Trouble viewing this email? Use the Online Version

Infosource
 
 

FEATURED NEWS

Extended Health Care rate adjustment due to changes to Ontario’s OHIP+

Since January of this year, the Ontario government has made two changes to OHIP+, Children and Youth Pharmacare. Read the article on Repsource.ca for a recap on the two updates and what they mean for you and your clients. Read more

Solutions article: A piecework workforce?

The gig economy is gaining ground in Canada, and we aren’t talking about the music scene. This article explores the benefits and challenges of a growing trend among business owners to hire freelancers, temporary workers and independent contractors to meet labour needs. Encourage advisors to share the article with their clients by visiting manulifesolutions.ca/advisor. Read more

 
 
devider
 
 

INVESTMENTS

Episode 6: Risk is in the Eye of the Beholder

For our portfolios, the definition of ‘risk’ is very clear which is the possibility of exposing our investments to a loss. However, how we measure risk depends on whom you ask. Join us as we discuss what is risk, how it can be measured, and does it really matter? Read more

 
 
devider
 
 

INSURANCE

Manulife Par Webcast Recording Available on Repsource

Looking for the best spot to learn about Manulife Par? Great news - the recorded Manulife Par Webcast is available on Repsource. Tune in to hear about the features and benefits of Manulife Par and how it can help solve the permanent insurance needs for your clients, whenever you like. Visit Repsource and click on the Manulife Par Webcast in the top right corner to view the full recording. Read more

 
 
devider
 
 

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

The use of intra-family loans to split income and save taxes is a good family tax-saving strategy that can save significant tax dollars. Read more

Insurance

As a Matter of Tax

Disability insurance premiums that cover a professional’s overhead expenses while the professional is disabled are taxable income even if the premiums are paid with after-tax personal dollars. Read more

The premiums for life insurance that’s used as collateral for a loan might be tax deductible. Before claiming this deduction though, tax payers should make sure their situation qualifies and keep good financial records. Read more

 
 
devider
 
 

CUSTOMER EXPERIENCE

Using Manulife forms and tools for former Standard Life insurance policies

As we continue to make our processes more efficient, we are integrating the former Standard Life insurance forms with our existing Manulife insurance forms. Repsource pages and links are updated, and an administration guide job aid is posted to assist you in using the go-forward Manulife insurance forms. Read more

New video: International tax reporting & AML requirements

Did you know? The Identifying Owners of Individual Insurance Policies form was recently updated and separated into two versions; one for individuals and one for entities. We’ve created two videos to show you how to complete the new forms in good order. Click here

eCommission migration complete - electronic commission reports are now accessible

We are happy to share that our migration is complete and commission reports for business with the former Standard Life are now available via the eCommission portal, as far back as July 9, 2018.

 
 
devider
 
 

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

August 16, 2018

 
 
 
 

Quick links:

 

Rates and unit values

 

Weekly financial markets review

 

Repsource homepage

 

BANKnote$

 

Segregated funds