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Products July 12, 2004
Manulife Beefs Up Private Account System
July 12, 2004 (PLANSPONSOR.com) - Manulife Private
Account has pulled back the curtain on improvements to its
online Financial Consultant Resource Center including an
enhanced proposal generator.
Reported by Fred Schneyer
According to a news release, improvements also include better navigability and a new application builder, which helps complete forms electronically. Financial consultants can now include multiple Manulife Private Account portfolios, as well as retirement and non-retirement assets, in one proposal, the news release said.
A new feature, the investment policy statement, provides a long-term and strategic roadmap for clients, taking into account their risk tolerance, critical timelines and investment objectives. Once a proposal is created, financial consultants have the option of printing it themselves or having Manulife provide a professionally bound and color-printed version that is shipped within 48 hours.
Also launching is an application builder tool that electronically prefills many of Manulife Private Account’s forms.
More information is at. http://www.manulifeprivateaccount.com .
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