Digital solutions for guaranteed investment products

Improving your online transaction experience. 

 

Manulife Investment Management’s digital solutions are designed to help streamline your segregated funds and guaranteed interest accounts (GIA) business, allowing you more time to focus on meeting your client’s needs and growing your business.

 

Did you know we’ve made updates to Online Transactions (OLT) for increased functionality and a better experience? Watch these videos to learn how these updates^[1] can help you save time.

 

Streamline your new business applications.

Minimize errors and save time submitting new applications electronically for your segregated fund contract and GIA business.

 Learn how here:

 

Simplify transfers in Manulife Investment contracts.

Switch to secure e-signatures to facilitate easy transfers in and transfers between Manulife Investment contracts.

 

Learn how here:

Have clients make deposits to their contract in a fast and secure way.

Clients can now use online banking to make lump sum contributions to their new or existing contracts.

 

Learn how here:

Use e-signatures for one-time PACs with an existing contract.

Reclaim valuable time and give clients who don’t have online banking a solution to set up a new contract or make deposits into their existing segregated fund contract or GIAs electronically.

 

Learn how here:

 

To learn more about how OLT can make doing business easier, visit OLT or sign up for a virtual training session (Advisor login required).

[1] If you’re contracted with an MGA or national account, please consult with your back office before using these solutions.