Tools, Training & Resources (Advisor)

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Tools, Training & Resources

Client Communication Tools

Vision Care – Plan Member Guide
In need of prescription eyewear? Tips to help plan members be Smarter Consumers. Manulife Financial has created an information sheet with tips to help plan members manage their prescription eyewear purchases.

Custom-made orthotics - member guide
It's important for plan members to know what to expect when purchasing orthotics. Manulife Financial's member guide can help.

Reasonable and Customary Fees
Looking for our reasonable & Customary Fees schedule? Find out more about how Manulife helps to limit Plan Sponsor Costs...

Advisor Training/Tools

Small Business Solutions Centre
Built around the needs of small business owners, the Small Business Solutions website highlights the unique cross-selling opportunity that exists within the small business market. As a resource, the Small Business Solutions centre brings the tools you need to succeed with small business owners – together in one place.

Plan Advisor Tool Kit
Need help finding new leads? Searching for plan design ideas that deliver value? Look no further...here are resources to expand your group business opportunities. Got a new sale? Login to Manulife's secure site for more resources to support a successful transition to Manulife.

Quickstart
Check out Manulife's Quickstart plan – a group insurance program designed specifically for first-time buyers.

Disclosure Tool
New commission disclosure obligations are clarified with this easy-to-understand reference document that describes the new provincial regulations and provides sample wording that can be customized for your clients.

ESI Canada Drug Trend Report
Read about how to save your clients money and improve their group drug plan performance.

Privacy Q & A
The privacy and confidentiality of client information has always been a top priority for Manulife. We've been working to safeguard clients' personal information for decades – and during that time our approach has evolved to support new legislative requirements.

Upcoming Manulife-sponsored Events

Useful Links
Benefits Canada
Benefits & Pension Monitor
Canadian Healthcare Manager
Canadian Health Network
Canadian Pension & Benefits Institute
Group IncomePlus
Health Canada
Pharmacy Connects
Provincial Ministries of Health
The Medical Post




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