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Infosource - February 11, 2016
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Infosource

 

 

FEATURED NEWS

Manulife teams up with Vitality to integrate healthy living with insurance

Manulife is taking the next step towards modernizing the insurance business! Through its collaboration with Vitality, the global leader in integrated wellness programs, Manulife will combine the latest advancements in wearable technology with life insurance.

Read more

Setting the stage for APEXA

We are excited to share that Manulife will be transitioning to the APEXA contracting and compliance administration platform starting in 2016.

2016 RRSP Deadlines

Important deadlines for submitting Manulife Mutual Funds and Manulife and former Standard Life Investments segregated funds, guaranteed interest contract (GIC), Manulife PensionBuilder, and Manulife RetirementPlus business have been posted to Repsource.

 

 

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INVESTMENTS

In-good-order tips & tricks with Manulife Investments

Available now in the Training Corner > Resources: Investments

This module will provide you with best practices for submitting paperwork for guaranteed investment products and how to get the most out of your administrative experience dealing with Manulife Investments. This session will review common challenges with paperwork, show you how to submit in-good-order applications and provide tips for avoiding processing delays.

 

 

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INSURANCE

The new life insurance tax rules coming in 2017 don’t have to be taxing

We’ve launched your one-stop resource destination to learn about the 2017 federally legislated life insurance tax changes and how they could impact your business and clients. Get informed and stay informed with the 2017 Insurance Tax Changes Education Centre.

Self-serve module: Policy loans and withdrawals

Available now in the Insurance Training Corner > Training Resources > Self-serve modules

During RRSP and tax season, there’s usually a high volume of policy loan and withdrawal requests for head office to process. This just-in-time introductory session is designed to help you streamline those submissions and ensure they’re in good order for quick turnaround during the fast-approaching tax season.

Deposit Option enhancements for Performax and Security Builder policies

We’re enhancing Deposit Option payment rules to allow greater year-over-year deposit increases for Performax and Security Builder insurance policies. We’re also making important changes to the rules about skipping Deposit Option payments to make this option more customer-centric through greater payment flexibility.

Confidently recommend a Manulife universal life insurance solution

Now you can spend less time comparing Manulife universal life products and more time confidently recommending a solution to meet your clients’ needs using the new Manulife universal life product comparison brochure. This single piece highlights product advantages and key product features of Manulife’s comprehensive universal life product suite – no need to reference multiple sources!

Bonus Blitz = More Earnings with No Added Effort

Our popular Health and Dental sales program is in full swing 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

Affinity Markets rewards 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 select benefits, services and support exclusively available to Affinity Elite advisors… further enabling you to grow your business.

 

 

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CUSTOMER EXPERIENCE

Newly Updated: Improved Insurance, Investment and Bank Training Corners

We’ve revamped our Insurance, Investments and Bank Training Corners to bring you fresh and relevant training material to streamline your training experience. Our updated content delivers improved support for your use of Manulife’s core applications, online tools, and your daily client and account servicing needs.

Visit the Insurance, Investments and Bank Training Corners to see the changes!

Your feedback
Tell us how we can make our Training Corners better. Email us at ops_training@manulife.com.

 

 

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TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Insurance

As a Matter of Law-Reviewing the law of capacity in Ontario

Capacity issues and law reform in Ontario – see Power of Attorney.

Investments

Did you know?

When a client acquires an RRSP loan equal to their estimated tax refund and then uses the refund to pay off the loan, they can effectively increase their RRSP contribution.

 

 

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MANULIFE BANK

Manulife Bank opens Access Lines of Credit to Standard Life Investors

Standard Life investors can now borrow against their investment portfolios to secure a Manulife Bank Access Line of Credit or Access Line of Credit Plus. They’re great alternatives to a home equity line of credit. Log in to Repsource today to see our FAQ and full details, including application forms.

 

 

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INTEGRATION

Contacting our Customer Service Centre during integration

When you call us about a product, we want to make sure you’re talking to the right person.

So we can help you faster, please consult our list of contact numbers on Repsource.

Please note there is currently a different contact number for products of the former Standard Life.

Thank you for your patience as we move towards a fully-integrated customer service experience.

 

 

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February 11, 2016

 

 

 

 

 

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