INSURANCE

Share Manulife Quick Issue Term with your clients in just three clicks!

Without a doubt, Manulife Quick Issue Term (Manulife QITTM) is fast. But let’s face it - you’re busy. You’re on the go. And so are your clients. Now, in just three quick clicks, you can share the Manulife QIT video with your clients on LinkedIn – a great tool for connecting with prospect clients and reconnecting with existing clients. Start sharing, now!

For Advisor use only.

What’s new with Personal Accident Disability Insurance?

We've added additional product options that your clients can select to accompany their base plan. New riders include: Premium Refund Rider (PRR) - designed to provide your client with a 50% refund of premiums paid, less any claims over a ten-year period. Strain and Sprain Rider - increases the strain and sprain benefit period by one month per year of the policy for up to 4 months.

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^™ & 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.

MANULIFE BANK

Considering a move?

It’s fun to watch home shows and even tour the occasional open house. But if your clients are seriously considering a move they owe it to themselves to do their research. Share the article ‘Considering a move?’ with your clients by visiting manulifesolutions.ca/advisor. It outlines important questions clients should ask themselves before hanging a For Sale sign on their front lawn.

New Self-serve module: In Good Order tips and tricks for Manulife Bank

Available now in on Repsource in Administration > Banking > Training Corner > Resources.

This module will provide you with best practices for submitting paperwork and how to get the most out of your administrative experience dealing with Manulife Bank. This session will review common challenges with paperwork, show you how to submit In Good Order applications and provide tips for avoiding processing delays.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

When most people think of Registered Education Savings Plans (RESPs), they think of an educational savings plan for children. Did you know that RESPs are a great savings plan for adults too?

Insurance

As a Matter of Tax - Shareholder and indirect benefits

Shareholder benefits; Transfer of property out of a corporation.

SALES SUPPORT

Help for starting tough conversations

Estate planning can be a difficult conversation to begin with your clients. Solutions can help. The video “Estate planning” outlines in straightforward terms the importance of an estate plan at any age, and why it involves more than just a will. Post the video to your website or eNewsletter by visiting manulifesolutions.ca/advisor to get clients thinking about this important topic.

IVR support tools – your success is our success

With a quick and handy new user guide, customer video and IVR infographic, we have everything you need to make your transition to our new Interactive Voice Recognition (IVR) system seamless.

Product and services news for our MGA and Dealer partners

October 1, 2015

Quick links: