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Manulife Private Account Sales Literature Ranks # 1 In Helping Financial Consultants Build Business -- Consultants rate Manulife Private Account literature Best Overall according to Marketing Matrix survey -- Boston - In a recent survey of separately managed accounts sales literature, Manulife Private Account’s literature received a number one ranking for helping Financial Consultants to build their separately managed accounts business. The study was conducted by Marketing Matrix International, an independent firm based in California, which specializes in marketing research for financial services companies. With just over a year in the marketplace, Manulife Private Account’s literature was also rated Best Overall, receiving #1 rankings in a variety of subcategories. Marketing Matrix surveyed 118 Financial Consultants from a variety of distribution channels in four locations across the U.S. Consultants were interviewed individually and given a self-administered questionnaire, which asked them to rate the sales materials of eleven of the top companies offering separately managed accounts today. "We are thrilled that consultants rated Manulife Private Account’s sales literature as the Best Overall. Being rated #1 for helping build separately managed account business is particularly important to us as we continue our focus on helping Financial Consultants to educate their clients about this product," said Carey Foran Hoch, Vice President, Marketing and Product Management, Manulife Private Account. "Considering we’ve been in the separately managed accounts business for only a little over a year, the survey confirms that we are achieving our goal of creating impactful, helpful sales literature that, bottom line, helps Financial Consultants increase their business." In the Building Business category, Manulife Private Account’s literature received the highest percentage of “excellent” and “good” ratings, with a score of 72%. Under the category of Sales Support, Manulife Private Account’s literature was selected by 82% of Financial Consultants as the material that most motivated them to sell a particular separately managed account and received the highest mean score for providing “investment professionals with exactly the materials needed to be effective.” The Manulife Private Account materials were also rated #1 for their usefulness, articulation of the benefits of separately managed accounts, and helpfulness to a Financial Consultant’s sales efforts. Leading to the ranking of Best Overall, the Manulife Private Account literature received top rankings for visual appeal, information/substance, and motivational elements. “These survey results and our continuous efforts to enhance both our sales materials and our product offering help Manulife Private Account to further strengthen our overall position in the marketplace,” said Marc Costantini, Senior Vice President and General Manager, Manulife Private Account. “We believe we offer Financial Consultants a premier product in this industry, and it is gratifying to see survey results affirm that we are also providing premier sales literature in support of this product.” About Manulife Private Account Manulife Private Account (MPA)1 is a multi-style, separately managed account, in which clients’ assets are managed by well-respected investment firms, including: AIM Private Asset Management, Deutsche Asset Management, FranklinnÓ TempletonÓ, OFI Private Investments, Inc. (Oppenheimer Funds), PIMCO-NFJ Investments, Radnor Capital Management (a division of US Trust), and Salomon Brothers Asset Management Inc. Manulife Private Account delivers personalized wealth solutions by providing style diversification, customization and tax management opportunities, and a unique overlay portfolio management process that limits over concentration in an investment style and duplication of securities. About Manulife The Manufacturers Life Insurance Company (U.S.A.) (Manulife USA) is committed to offering the highest quality life insurance, pension, and individual wealth management products to its clients. Its family of products has been built around a powerful combination of investment options chosen with the goal of providing attractive risk-adjusted returns and broad diversification across asset classes, investment styles, and asset managers. With its extensive product lines, competitive underwriting, excellent ratings, and quality customer service, Manulife USA is dedicated to providing quality products designed to help create and preserve wealth for its clients. -30- Media Contact:Heather Randolph Carter U.S. Communications 617-854-4342 heather_carter@manulife.com |
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