Grasping the growing momentum of ESG
Are you ready to help your clients navigate their responsible investing options?
Fall 2021
Climate of change
Transforming challenge into opportunity.
Building a case for market optimism
Maintaining a stable investment course for the months ahead.
Inflation finds a foothold in Canada’s economy
People will need to do more than curb their spending to fend off the rising cost of living.
Social media can help your business soar
How popular platforms can expand your client base.
Get your head in the game!
Coaching your clients through important investment decisions.
Rewards for healthy choices
Steer clients towards financial, physical and mental wellness with Manulife Vitality.
Taking a simpler approach to insurance sales
It starts with avoiding too much information.
Courting client interest in segregated funds
Spotlighting some of the advantages of this distinctive type of investment.
Family business support
New tax amendments that supports family business succession.
The benefits of cash surrender value lending
How advisors can use insurance lending to serve the cash flow needs of high net worth clients.
All in the family
Introducing the next generation to the value of your advice.
Support systems for a rapidly changing world
Tapping the rich resources that a wholesaler can offer.
Is it Series T time?
Steady retirement income, tax savings and philanthropy all in one mutual fund.
The business of philanthropy
Including charitable giving in the advisor-client conversation.
Segregated fund tax advantages
Understanding similarities and differences compared to mutual fund trusts.
Protect clients against fraud
Best practices for investors and advisors.
Be sure you’re secure
Valuable tips to protect you and your clients from cybercrimes.
