Contact Us | Repsource | CE Centre | Français
Product Allocation Tool: Comprehensive Case Study Demonstration
Josh and Claire would like to know if they have enough money to last for their retirement and if the retirement goals they set can be attained. As their advisor, you can help by using the innovative Product Allocation Tool to find out where their retirement income plan stands and what is the optimal mix of products available to help ensure their income is sustainable for life. This comprehensive case study demonstration will show you what information you will be asked to input, what steps you will go through and it will also highlight what features are available to assist you in implementing a Product Allocation strategy.
After you have watched the demonstration, click on the Tools and Calculators tab and select the Product Allocation Tool to start using the tool with your clients.
Next Steps
What is Product Allocation ?
Products of Product Allocation
Mutual Funds
Take your clients’ investments on a world tour with Manulife Mutual Funds
Learn more
FAQs
Have a question? Come check out the FAQ section to get all the information you need.
More
strong reliable trustworthy forward-thinking
© 2011 Manulife Financial, All Rights ReservedLegal | Privacy Policy | Disclaimer
By clicking on the « I Agree » button, you attest and confirm that you are a Dealer, Broker or Advisor affiliated with Manulife Financial. You also declare that you have read the information that follows and that you are acting in accordance with all legal and compliance requirements described below.
You are acting in accordance with the Manulife Financial Code of Business Conduct and Ethics, the Manulife Financial Canadian Division Privacy Principles and Practices and your Producer’s Agreement.
You have fully advised your existing and/or potential clients (the “Clients”) how you will be collecting, using, and/or storing their personal information when accessing this website and/or utilizing any tools contained within (including any calculators and illustration systems). You have obtained the Clients’ explicit consent for the collection, use and storage of that information and have provided them with a copy of the Manulife Financial Canadian Division Privacy Principles and Practices prior to accessing this website.
The Product Allocation Tool is intended to be used as a complement to advisors’ review and analysis of their clients’ portfolios. Any output or recommendations from the Product Allocation Tool do not replace or supercede KYC (know your client), suitability, needs analysis, or any other regulatory requirements.
All rights reserved. All information contained within this website is the property of The Manufacturers Life Insurance Company (Manulife Financial). It may not be copied, transmitted or used without Manulife Financial’s express written approval. It is strictly for information purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice and therefore, should not be relied upon in that regard. Manulife Financial is not responsible for any damages or losses arising from any use of this information.
rsq@manulife.com