Manulife UL, which replaces InnoVision lineup, features a new commission structure for advisors
Adjustable premiums tied to long-term interest rates
Olympia Financial looking for joint venture partners
There is a concern relating to certain product designs that could be leaving some taxable income on the table
New and enhanced term products also added to life insurance portfolio
The design of these structures may determine whether they can pass muster with the CRA (IE:TV)
Changes help advisors tailor solutions to clients
Manulife Financial has launched an asset allocation tool to help advisors across Canada choose universal life accounts that correspond to their client’s personal risk profile.“Advisors have told us that they want help in selecting investment accounts at the time of sale for their client and they also want accounts that are easy to manage once […]
Actively managed funds by leading fund managers
Advisors gain improved tax-sheltering of interest accumulation for their clients