FEATURED NEWS The 2018 Advisor Quick Reference Guide is here You’ve seen the ads on Repsource – the “new-fashioned” 2018 Advisor Quick Reference Guide is here! Now available on your tablet and smart phone, the 2018 Advisor Quick Reference Guide puts all the latest facts and figures pertaining to wealth accumulation, generating income, and tax planning at your fingertips so you can easily help your clients. Print copies are available to order and in the February edition of Investment Executive. Read more | ||
INVESTMENTS The outlook for 2018 And given the fact that we do not see any of the typical signs of recession for 2018 we believe the markets will yet again deliver a positive return in 2018. Read more
Bank of Canada Preview: A Certain ‘Now’ vs. an Uncertain Future We believe the BoC will either deliver a dovish hike or elect to hold rates in favor of a Spring rate hike. Read more
The Bank of Canada raised its key rate by 25 basis points to 1.25% We believe the Canadian dollar has reached the upper end of its trading range and would anticipate weakness vis-à-vis the USD in the coming months. Read more | ||
INSURANCE Bonus Blitz Health & Dental Insurance campaign is on! Bonus Blitz, Manulife’s annual Health & Dental Insurance campaign, can help you cross-sell to your existing clients and broaden your business. Qualify for bonus commissions by selling three or more qualifying plans between December 1, 2017, and March 31, 2018. Some restrictions apply. Read more | ||
TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS) Investments Did you know? Spouses (and common law partners) are allowed to split qualified retirement income with their spouse. This can result in a reduction of family taxes and can also minimize the impact on income-tested tax credits and benefits. Read more | ||
SALES SUPPORT Ready for RRSP season? RRSP season is here! Stay connected with your clients during this busy time of year using Solutions online. The “RRSP Season” package makes it easy, with three helpful articles and a video ready to send directly to clients, post on your website, or share on social media. Read more
Rates of return for former Standard Life seg fund contracts to be posted on Repsource Your clients’ December 31, 2017 statements did not show rates of return for segregated fund contracts from the former Standard Life. You will be able to access these rates on Repsource in late February. Rates of return are expected to appear on June 30, 2018 client statements. Read more | ||
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Product and services news for our MGA and Dealer partners February 1, 2018 | ||
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