Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Manulife Intros New 529 Tool Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, February 27, 2002

TECHNOLOGY
Manulife Intros New 529 Tool

by: Tony Pennino

Manulife Financial is courting advisors to sell 529 college savings plan by rolling out new tools. Its latest is a Web-based calculator designed to compare the client's state's tax deduction for that state's 529 plan versus the tax deduction's for a national plan. The tool is called State Tax Benefit Calculator.

"Manulife’s new state tax calculator offers financial consultants a critical sales tool to help their clients make the right 529 decision," contended Matthew Schiffman, president of alternative wealth management at the firm. "By simply selecting the state of residence, entering a client’s total taxable income and their planned annual contribution to college savings, the financial consultant can easily help clients determine how much their in-state tax deduction is worth to them."

The calculator is available to registered users on the Manulife site. The site also includes sales tools and an UGMA/UTMA calculator intended for consultants.  

See the list of all the 2002 Most Influential People



Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use