INSURANCE Safeguarding clients’ lifestyles Clients may not think much about insurance but it’s likely that they depend on their income for the lifestyle they enjoy. This article explains the ins and outs of life, critical illness and disability insurance – and why their benefits plan at work may not be enough. Encourage your advisors to share this important article with their clients by visiting manulifesolutions.ca/advisor. Live webinar: Note taking and records management Thursday, April 7, 2016, 1 to 2 p.m. ET – Register for this session We’ve brought back this popular session where we discuss important considerations for establishing an effective records management plan for your insurance practice. Throughout the session this webinar will explain the importance of note taking and records management, describe when to take notes, and identify key elements of an effective records management plan. Self-Serve Training: New Business Learning Series This new learning series consists of five self-serve modules covering the fundamentals of submitting insurance new business from application to contract delivery. This series can be used as an introduction or refresher on our electronic applications, the tele-interview process, tracking your applications and contract delivery requirements. Three of the modules in this series have been accredited for Continuing Education (CE) credits and are located on Repsource under Quick links > CE Credits & Training tab > CE Centre > Products > Insurance. The remaining modules can be found in the Insurance Training Corner under the Resources tab. Click here to get started. 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. Which health plan is right for your client? Here’s a simpler way to present health and dental insurance to your prospect clients…With the Flexcare® and FollowMe™ Combo brochure! This brochure is perfect for: - Pitching health and dental insurance without overwhelming your prospects with specific product details
- Providing a high level overview of the health and dental products available
- Prospects who are uncertain about purchasing health and dental insurance
- Providing prospects with recommendations based on certain needs.
Bonus Blitz – Don’t miss your chance to earn more! 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! | 
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