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PDF version March 28, 2019
The days are finally getting longer, and spring is in the air! For me, the hope of warmer weather and more sunshine delivers an injection of positivity and energy—it’s good for the soul! I hope you feel rejuvenated too.
In last month’s newsletter I mentioned a new marketing campaign Manulife has launched, encouraging customers to listen to the little voice inside themselves and focus on the little steps, choices and changes they can make to help them build better financial habits. As a distributor of Manulife, I asked you to listen to your little voice and I would love to hear about any little steps you’ve taken to change how you’re doing business.
We’ve added another 10 insurance forms to our Docusign process in March and we’ll keep adding forms until they’re all available online, which we are aiming to be done later this year.
Earlier this year I talked about a new tool we were building for legacy products. I am extremely excited to let you know that on March 22 we launched the Legacy Portal for insurance. We have 200 legacy products in the Legacy Portal and we’ll be adding the remaining 200 over the next year. We know adding insurance products from the former Standard Life is important and we’ll be adding them in the next wave. Make sure you read the article in this newsletter and take a moment to check it out on Repsource! I think you’re going to find this new tool beneficial when servicing your business and I encourage you to remind your advisors this is available to them. It’s also mobile-friendly, making it accessible on any device, whenever and wherever they need it.
The planning of our annual EDGE conference is well underway and we’ll be communicating about registration to specific groups in the coming weeks. I can assure you this year’s conference will once again leave you wanting to do more business with Manulife. I hope to see many of you there!
Featured News
Our new Legacy Portal puts Legacy product information at your fingertips
We’ve launched an easy-to-use online tool that enables you and your advisors to quickly find comprehensive information about legacy products with a simple search.
Insurance & Living Benefits
2019 Performax Gold Performance Credit rate
We’ve set the 2019 Performance Credit rate for Performax Gold policies to 3.94%. This rate is effective from March 31, 2019 to March 30, 2020 and we’re sharing it in a Repsource news article, “2019 Performance Credit rate for Performax Gold”.
Paramedical vendor update
Effective April 8, 2019, Dynacare-Gamma Laboratory Partnership and ExamOne Worldwide, Inc. are the go-forward paramedical vendors to gather paramedical requirements. Medifast Ltd. Will be no longer an available vendor for paramedical examinations.
Note: While we do our best to tailor the details of these messages to you and your firm, from time to time, general topics may not apply to everyone.