2024 advisor quick reference guide
A comprehensive resource for tax planning—now available
A comprehensive resource for tax planning—now available
Canadians continue to struggle with debt, budgeting and saving for retirement. Our latest survey identifies key pain points and shows how Canadians are adapting to such a challenging environment.
Now online: Advisor Focus – Fall 2023
Exempt life insurance policies have two main benefits. The death benefit is tax free, and the accumulation of cash values are tax sheltered. But what about accessing the cash value?
Produced by the Manulife Investment Management Canada Retail Marketing team, with input from the Tax, Retirement, and Estate Planning team, this guide is very popular with advisors.
Check out the brand-new Solutions to go podcast! A podcast to share with clients on a variety of topics including financial matters, insurance, healthy living and more.
Take stock - and action
Candace Barnes, Manager, Large Cases with Manulife discusses how permanent insurance products can be structured to suit the needs of large case clients in the affluent and business markets.
Hemal Balsara, Assistant Vice President, Regional Tax, Retirement and Estate Planning with Manulife, talks about how the right insurance fits with smart business planning and how the needs of large cases require specialized service.
Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.
Going above and beyond for your best clients, every step of the way.