2023 Advisor Quick Reference Guide—coming soon!
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.
Market Intelligence
Our outlook for the first half of 2023
What’s new? The Solutions to go podcast!
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.
Now available! Advisor Focus - Fall 2022
The power of perspective.
Feeling financially shaky heading into 2023?
Take stock - and action
Corrections are normal
Managing technology risk
Understanding Cybersecurity, technology risk and business continuity.
How do product solutions serve the broader needs in large cases?
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.
With corporate insurance, what makes large case work so complicated?
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.
What makes for the best processes in underwriting large cases?
Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.
The Summit Experience
Going above and beyond for your best clients, every step of the way.
Now available – 11th edition of Canadian Taxation of Life Insurance
If you practice estate or financial planning, you need the latest edition of Canadian Taxation of Life Insurance.