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Announcing changes to our annuity product offering
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FEATURED NEWS

Announcing changes to our annuity product offering

Effective January 1, 2016, we will be making changes to integrate the former Standard Life and Manulife Annuity product offering. These changes are the result of our ongoing commitment to leverage the best of both platforms, while keeping the best interests of your clients’ top of mind. Please visit the Integration center to get all the details.

 

 

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INTEGRATION

Transition to Repsource

Advisor Portal, of the former Standard Life, retires on or about Friday, December 11 and relevant tools and information are transitioning to Repsource. Learn more about the progress of the transition plan and available training opportunities.

Ordering Marketing Materials

As part of the continuing integration of the former Standard Life business, we are introducing a streamlined process for ordering all marketing materials starting December 7, 2015.

 

 

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INVESTMENTS

Boost your clients’ financial motivation

What motivates your clients? Saving for the future? Starting a business? Protecting their family? The Solutions winter edition is full of ideas and strategies to help them achieve their unique goals. Share the issue and accompanying videos by visiting manulifesolutions.ca/advisor.

Manulife Investments’ 4th quarter Market Intelligence Report

Read the latest on Manulife Asset Management’s outlook into market opportunities and risk across all major asset classes. The report provides you with some key metrics to help you understand our asset manager’s views and can help you in planning your client’s investment strategy.

 

 

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INSURANCE

2015 Year–End Processing Dates

Important administration close-off dates for New Business, Manulife Investments, Manulife Bank and Group Benefits have been posted to Repsource.

Risky Business: Jack Frost (Platinum Elite Advisor) returns to the North Pole

Jack Frost recently put on his warmest winter coat, boots, hat and scarf and started his annual trek to the North Policy to visit Mr. and Mrs. Claus for their annual insurance portfolio review.

The business priority: Cybersecurity

As an advisor, safeguarding your clients’ personal and financial data is just as important as protecting your own in today’s global, digital world where data rules. Learn everything you need to know about using public WiFi hotspots and how to help you protect your data and minimize risk to your business and reputation from cyberattacks with our handy tip sheet.

FollowMe™ & Win with Travel

Make sure your passport is up to date – because both you and your clients can win a $2,500 travel voucher! Sell FollowMe Health today for your chance to win! For more information, please refer to the contest flyer and contest rules.

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.

FollowMe™ Health – What’s new in 2016?

FollowMe Health has always been a great option for clients that are just leaving a group plan. With new plan enhancements, it’s an even better option. New rates will be available December 1, 2015, effective January 1, 2016. Here are the highlights.

BONUS BLITZ IS BACK!

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!

Pricing review: Sum insured changing for Lifemaster insurance policies

We are adjusting the sum insured for Lifemaster insurance policies beginning February 15, 2016.

New job aid: How to complete a transfer of ownership

Available now in the Insurance Training Corner (Repsource > Quick links > CE Centre & Training > Insurance > Resources > Job Aids

Significant events in your client’s life like a death, divorce, or the sale of a business may create the need to transfer ownership of an insurance policy. Check out our How to complete a transfer of ownership job aid to learn the basic steps for processing a transfer of ownership.

 

 

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TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

Some careful RRSP planning as age 71 approaches can reduce taxable earnings in retirement – and reduce the clawback of government benefits.

Insurance

s a Matter of Tax - “Safe income” and life insurance

Taxation of inter-corporate dividends; Impact of life insurance on safe income.

Announcing a new Infographic resource from Tax, Retirement & Estate Planning Services!

This is a one page infographic resource that has been designed to provide an easy to understand summary of the issues and opportunities that apply to the transfer of a life insurance policy from a shareholder to their private corporation and where you can find more detailed information on this type of transfer.

 

 

 

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MANULIFE BANK

Help your clients push their RRSP limits

Contributing to an RRSP not only helps your clients save for the future, it can help reduce the amount of income tax they pay. Why not push your clients’ contribution limits with the help of a Manulife Bank RRSP Loan.

Score a high 3.00% interest rate from Manulife Bank

Your clients can score a high 3.00% interest rate through May 31, 2016 on every new dollar added to their Manulife Bank Tax-Free Advantage Account or Registered Advantage Account by March 15, 2016. Get your clients’ savings off the bench and into the game today.

 

 

 

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SALES SUPPORT

Being tax-savvy has advantages

Nobody likes to pay more taxes than they have to – but when was the last time your clients checked to make sure they’re taking full advantage of all the tax-saving opportunities available to them? Share the video “Tax questions” with your clients by visiting manulifesolutions.ca/advisor. It’s one way you can help your clients get ready for tax season.