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Rating:ManuLife Offers Advisors New Tool Kit Not Rated 4.0 Email Routing List Email & Route  Print Print
Friday, January 17, 2003

ManuLife Offers Advisors New Tool Kit

by: Sean Hanna, Editor in Chief

ManuLife is targeting charitable remainder trusts as an opportinuty for its reps. To help advisors move the product, it has created a sales tool kit (MLI Solutions) for the segment. The kit helps advisors portray the tax implocations of using the programs. The kit is one of a line of kits ManuLife offers advisors.

The kit is also intended to eductate advisors who are unfamiliar with the trusts, said the insurer. It also includes a sales strategy for advisors to follow.

"In the CRT sales tool kit, our Advanced Market experts have taken what could be perceived as a complex issue and made it easy to understand and interpret," said Robert A. Cook, president of U.S. Insurance, Manulife USA. "This kit is intended to serve as a useful resource for advisors, one that helps them to better serve their clients through the introduction of creative and effective solutions for the transfer and preservation of wealth." 

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