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Manulife USA launches new wealth transfer planning sales tool kit and MLI SolutionsSM module -- Kit Highlights Fundamentals and Techniques of Wealth Transfer Planning-- Boston - As part of its ongoing efforts to provide financial advisors with resources to help their clients, The Manufacturers Life Insurance Company (U.S.A) (Manulife USA) has introduced a new wealth transfer planning sales tool kit. This new tool kit illustrates the importance of wealth transfer planning and offers a number of techniques advisors can use to aid clients in the retirement planning process. The tool kit contains resources designed to help educate advisors with the fundamentals of wealth transfer planning. It provides brief descriptions of a variety of planning techniques, ranging from the simple to the more advanced, which advisors can utilize to help their clients arrange for the transfer of their wealth. Such techniques can help clients to mitigate the estate, income, and capital gains taxes that can erode income and decrease the amount of wealth transferred from one generation to the next. In addition, the sales tool kit provides examples depicting how these techniques might best be applied to meet specific client needs. “We understand the need to preserve wealth and the importance of proper planning to help clients meet and maintain their goals,” said Robert A. Cook, President of U.S. Insurance, Manulife USA. “This kit will serve as a resource for advisors as they work with clients to design plans that meet both current and long-term financial planning needs.” Wealth Transfer Planning strategies can be illustrated with the MLI Solutions system. MLI Solutions offer the flexibility that advisors need to develop the customized and comprehensive solutions that their clients demand. It has estate and retirement planning modules, as well as business and charitable 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 wealth transfer planning sales tool kit and MLI Solutions software comes comprehensive support from one of the industry’s leading 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 email at jroper@manulifeusa.com. About Manulife Manulife USA is committed to offering the highest quality annuity, life insurance, pension, 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$96.4 billion (Cdn$141.6 billion) as at March 31, 2003. 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 |
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