Monday, December 05, 2005
Manulife launches tool to help Canadian advisors pick universal life investment accounts
Manulife Financial has launched an asset allocation tool to help advisors across Canada choose universal life Simplicity Portfolio accounts that correspond to their client's personal risk profile.
This new tool will help advisors choose universal life investment
accounts based on their client's risk tolerance. A recent survey conducted
among advisors by Rogers Media, sponsored by Manulife Financial, found about half of advisors (49 per cent) are comfortable selecting and recommending investments within a universal life insurance policy and 40 per cent of those surveyed are interested in a sales process that would automatically recommend appropriate universal life accounts based on the client's risk profile.
Manulife launches tool to help Canadian advisors pick universal life investment accounts
Source: CNW Group
This new tool will help advisors choose universal life investment
accounts based on their client's risk tolerance. A recent survey conducted
among advisors by Rogers Media, sponsored by Manulife Financial, found about half of advisors (49 per cent) are comfortable selecting and recommending investments within a universal life insurance policy and 40 per cent of those surveyed are interested in a sales process that would automatically recommend appropriate universal life accounts based on the client's risk profile.
Manulife launches tool to help Canadian advisors pick universal life investment accounts
Source: CNW Group
Permalink posted by armandn @ 9:48 AM 
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