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Manulife Segregated Fund Solutions

There’s a $750 billion1 wealth transfer underway.

Learn how to participate with Segregated Fund Solutions

Segregated Fund Solutions offer:

  • Growth potential
  • Protection features
  • Estate planning advantages

Use Manulife Investments’ estate planning resources and Segregated Fund Solutions to address your clients’ estate planning concerns.

Videos: Learn how to protect an estate

Learn more from John Natale, Assistant Vice- President, Tax, Retirement & Estate Planning Services, Wealth at Manulife on what estate planning is, and why it's important. Feel free to send these videos to your clients.


Tools: Learn how to present solutions to your clients

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Estate Cost Comparison tool           
Few investment solutions help minimize the trials and tribulations of estate planning the way a segregated fund contract can. Use our new, simple calculator to demonstrate the potential estate planning benefits of segregated fund solutions.
Try it now

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1 CIBC study/Financial Post article.

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