INVESTMENTS

Reminder: Segregated Fund changes to investment choices

Effective March 11 and April 15, 2016, Manulife will be making changes to the fund line-up in a number of our Segregated Fund contracts. These changes align with those being made on the Manulife Mutual Fund platform and are part of Manulife’s ongoing commitment to providing you and your clients with a strong selection of investment options within our segregated fund line-up.

More flexible client deposits with new One-time Pre-Authorized Chequing (PAC) form

Clients can now use our One-time Pre-Authorized Chequing (PAC) form to make deposits into their Manulife Investments contract.

INSURANCE

Performax Gold 2016 Performance Credit rate

The Performance Credit (PC) rate for Performax Gold policies is 6%, effective March 31, 2016 to March 30, 2017. Learn about how we set the rate and how to illustrate Performax Gold using our Diamond View illustration software.

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!

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.

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Insurance

As a Matter of Law

Dependant support claim makes life insurance proceeds part of estate.

As a Matter of Tax

Life insurance and the Retirement Compensation Arrangement advantage rules.

Investments

Did you know?

With investments in non-registered mutual funds or segregated fund contracts, your clients are required to report all taxable amounts related to these investments on their tax return each year.

MANULIFE BANK

Clients can pay by Interac Flash^® with new access cards

Manulife Bank is pleased to offer clients a quick, convenient, and secure way to pay for small debit purchases (under $100) in 2016. Between March and July, we will be mailing out access cards featuring Interac Flash^®, and a fresh new card design. We will also be fulfilling new and replacement card orders with the Flash-enabled cards beginning in March. For more information and a peek at the new card, visit Repsource.

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.

March 9, 2016

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