Building and preserving wealth together.

1-800-561-1177

Repsource enhancements | in*vest*ments: Unplugged – Canadian market | RRIF tip
Printer-friendly versionPrinter-friendly versionPDF versionPDF version
 

FEATURED NEWS

We’ve made enhancements to Repsource to serve you better

You spoke. We listened. We’ve made two more enhancements to Repsource based directly on your feedback. More specifically, now there’s an even easier way to provide your feedback – by clicking on the new feedback button on every Repsource page. We’ve also enhanced our alerts to make them more intuitive and clear. Read more

Solutions article: Broaden your investment horizons

Strategic, active asset allocation is about more than diversifying a portfolio - it’s an approach that can help investors stay focused on their short-term and long-term financial goals. Share this article with your clients by visiting manulifesolutions.ca/advisor. Read more

 
 
devider
 
 

INVESTMENTS

The Fed Strikes a Hawkish Tone

While the rate rise was widely predicted, the Federal Open Market Committee’s (FOMC) ‘dot plot’ suggests the Fed has become more hawkish than expected. Read more

Sticking to the plan

To no one’s surprise, the Federal Open Market Committee (FOMC), under new leader Jerome Powell, raised the overnight rate by 25 bps to a range of 1.50 – 1.75%. Read more

in*vest*ments: Unplugged Episode 3a Our experts’ views on Canada

Philip Petursson, featuring Macan Nia, Terry Carr, CIO, Canadian Fixed Income, Duncan Anderson & Chris Hensen, Senior Portfolio Managers, Manulife Value Equity Team & Frances Donald, Senior Economist (recorded March 01, 2018). Read more

 
 
devider
 
 

INSURANCE

Health and Dental: What’s New for 2018?

The annual rate increase and benefit enhancements for Flexcare and Association Health and Dental Plans take effect May 1, 2018. Updated marketing materials will be available on Repsource as of April 1, 2018.Read more

 
 
devider
 
 

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

Did you know?

Clients’ can choose to use their spouse’s age for calculating the RRIF minimum. They may want to do this if one spouse is younger than the other and they do not wish to take as much from their RRIF as would be required for their age. Read more

Insurance

As a Matter of Tax

The Golini case involved a complex, aggressive, offshore, leveraged insurance arrangements. Although the case was not heard on appeal, it still poses many questions you need to consider around leveraged insurance that includes shareholder borrowing. Read more

The tax environment in the United States recently changed significantly with the passing of the Tax Cuts and Jobs Act of 2017 (TCJA). These changes affect U.S. citizens who live in the U.S. or Canada, and Canadian residents with U.S. situs assets. Find out how the changes affect your clients. Read more

 
 
devider
 
 

This e-mail message (including attachments, if any) is intended for the use of the individual to whom it is addressed and may contain information that is privileged and confidential. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

 
 
 
 

Product and services news for our MGA and Dealer partners

April 17, 2018

 
 
 
 

Quick links:

 

Rates and unit values

 

Weekly financial markets review

 

Sales & marketing support

 

Repsource homepage

 

BANKnote$

 

My Recognition Credits

 

Segregated Funds - Frequently asked questions