INVESTMENTS

Q1 Market Intelligence Report

The report draws on the expertise of Manulife Investments’ asset managers to give meaning to metrics across asset classes and provide an outlook into market opportunities and risks. View the report here.

You may also be interested in the latest Economic Note featuring Megan Greene, Chief Economist at Manulife Asset Management on her global economic outlook for 2016.

Investment Note - Making sense of the sell-off

Read the latest Investment Note by Philip Petursson, Managing Director, Capital Markets and Strategy from Manulife Asset Management which provides his views on what provoked January’s market sell-off.

INSURANCE

Health & Dental Insurance Tutorial

Depending on a client’s needs, you can recommend two Manulife Health & Dental Insurance products: Flexcare^® or FollowMe™ Health. You’ll learn more about the difference between these products as you make your way through this tutorial.

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.

Ez-app kits changed – now easier to order the pieces you need

Ez-app is a great online tool for selling insurance and now we have changed our ez-app kits to make it easier for you to order only the pieces you need.

Bonus Blitz - Are you taking advantage?

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!

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Insurance

As a Matter of Law - Positive changes for British Columbia disability assistance recipients

Planning for disabled persons in BC receiving provincial benefits has changed to include a greater limit for the asset and income test.

As a Matter of Tax - Some helpful modifications to the taxation of certain trusts

Tax liability on death; spousal, joint partner alter-ego trusts; charitable donations at death.

Tax Topic

2017 Changes to the Exempt Test and Life Insurance Policy Taxation.

Investments

Did you know?

Wondering about the best savings strategy when it comes to contributing to a Registered Education Savings Plan (RESP) for a child? Making a large lump sum deposit early on may seem like a good way to take advantage of the tax-deferred compounding available inside the RESP, but remember that annual contributions receive government grants.

MANULIFE BANK

Reminders to ensure a smooth peak sales season

It’s peak sales season and we know you’re busy. Here are some reminders that will help ensure that your applications are processed in a timely and effective manner. Your clients’ accounts will be activated sooner – which translates into a better experience for you and your customers.

SALES SUPPORT

Tax return checklist

What do your clients need to file their taxes? This handy checklist can help make sure they have everything they need. Click here to learn how to share this and other Solutions worksheets with your clients.

Helping clients make the most of their RRSP

Contributing to a Registered Retirement Savings Plan is one of the most effective ways for Canadians to save for retirement. If an RRSP is part of your clients’ investment plan, here are some valuable suggestions you may share with them. To email this article or post it on your website, visit manulifesolutions.ca/advisor.

Avoid delays – order your marketing materials online

• Investments
• Insurance

February 24, 2016

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