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Immigrer dans un autre pays est un événement déterminant. Bien que l’immigration représente souvent une occasion pour les nouveaux arrivants de se bâtir une vie meilleure, elle n’est pas exempte d’enjeux et de priorités. Comment l’assurance comportementale entre-t-elle en jeu? Écoutez Stephanie Hamel, chef, Ventes internes, Produits d’assurance vie et de prestations du vivant, discuter avec Joseph Franjié, spécialiste, Ventes de produits d’assurance vie et de prestations du vivant à Manuvie, de l’impact du programme Manuvie Vitalité sur lui, en tant que nouvel arrivant, et de la façon dont ce programme a facilité son intégration au Canada.

Most clients think to have insurance coverage in place to protect their family if they die. But not everyone plans for a critical illness event because they think it won’t happen to them. Join Vanessa Scott, National Living Benefits Consultant, Manulife, and Nic Pascoe, Head of Distribution, Central West and Atlantic Canada, Individual Insurance, Manulife as they discuss the importance of critical illness coverage for “what if you live?”.

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With increased funding and audit powers, the Canadian Revenue Agency (CRA) is an increasingly formidable force. Recent changes to the Income Tax Act have taxpayers and their advisors facing the burden of disclosing aggressive tax planning to the CRA. In this eye-opening episode, Desiree D’Souza, Assistant Vice President, Tax and Estate Planning and Florence Marino, former Head of Tax and Estate Planning at Manulife dive into the evolving landscape of tax planning and discuss their implications on taxpayers’ financial affairs.

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When it comes to recommending a participating insurance solution to your clients, fund strength and stability are important considerations. With a balanced asset mix, smoothed fund yield, and now with the benefits of Manulife Vitality, Manulife Par offers greater value to your clients. In this episode, Mathieu Charest, Head of Product and Pricing - Individual Insurance, joins Catherine Larouche, Head of Life Insurance Products and Critical Illness, at Manulife to discuss the 2023-2024 Dividend Interest Rate (DIR) and how Manulife’s Canadian participating account is managed to offer stability and deliver results for the long-term benefit of our policyowners.

Naming a successor owner on a life insurance application or while a life insurance policy is inforce can mean avoiding time-consuming and costly administrative steps later on. In this episode, Dianna Flannery, Senior Tax, Retirement and Estate Planning Consultant and Nawel Izard, Tax, Retirement and Estate Planning Consultant at Manulife chat about the legal and tax benefits to naming a successor owner and why failure to do so may be costly.  

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Often our focus for insurance planning is directed at the founders of family enterprises – generation 1, but as more and more businesses transition from the founders to the next generation, it is important to plan for them too. In this episode, Diane Hamel, Assistant Vice President, Tax and Estate Planning and Tony Lee, Assistant Vice President, Tax and Estate Planning at Manulife explore different business succession planning and life insurance opportunities that can be used for generation 2.

Visit Manulife.ca/TheManulifeExchange to learn more.