  |    |
        |
 |
 | ||
| |||
 |  | |
| ||
|  | |
| ||
|  | |
| ||
| ||
|  | |
| ||
 |  | |
| · | News Releases |
| · | Multimedia Centre |
| · | Virtual Press Kits |
| · | Fact Sheets |
| · | FAQ |
| · | Contact the Newsroom |
| ||
|  | |
| ||
|  | |
| ||
Manulife USA launches Charitable Planning MLI SolutionsSM module and sales tool kit Boston - Continuing to provide advisors with relevant tools that help them to meet client needs, The Manufacturers Life Insurance Company (U.S.A.) (Manulife USA) has created a new MLI SolutionsSM module and sales tool kit for Charitable Remainder Trusts. The CRT kit depicts the benefits, tax implications, and prospect profile for this wealth management solution. This kit contains a variety of sales materials and technical resources designed to help educate advisors who may be unfamiliar with the concepts of Charitable Remainder Trusts. The CRT kit also provides a comprehensive sales strategy that explains basic features of these trusts and contrasts the two primary types of CRTs. “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.” MLI Solutions modules offer the flexibility that advisors need to develop the customized and comprehensive solutions that their clients demand. MLI Solutions has estate and retirement planning modules, as well as business planning modules. Each module has its own sales package, complete with marketing tools, PowerPoint presentations, and technical resources needed to close the case. With the introduction of Manulife USA’s CRT sales tool kit and MLI Solutions software module comes comprehensive support from one of the industry’s best Advanced Markets groups. To help producers promote and sell this concept, the sales tool kit, including sales strategies, concept profiles, client profiles, case studies, and a CD-ROM, is available by contacting Advanced Markets at (888) 266-7498, option 3 or via e-mail at jroper@manulifeusa.com. About Manulife The Manufacturers Life Insurance Company (U.S.A.) (Manulife USA) is committed to offering the highest quality annuity, life insurance, pension, tax-deferred college savings, and separately managed account 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. Manulife Financial is a leading Canadian-based financial services group operating in 15 countries and territories worldwide. Through its extensive network of employees, agents and distribution partners, Manulife Financial offers clients a diverse range of financial protection products and wealth management services. Funds under management by Manulife Financial were US$87.8 billion (Cdn$139.2 billion) as at September 30, 2002. Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘0945’ on the SEHK. Manulife Financial can be found on the Internet at www.manulife.com. - 30 - Media Contact:Heather Randolph Carter U.S. Communications 617-854-4342 heather_carter@manulife.com |
|
