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Repsource > Tools & Illustrations > Tools > Segregated Fund Solutions

Segregated Fund Solutions

Simplify your approach

Manulife’s enhanced segregated fund product shelf offers a wealth of choices. Here are a few simple questions to guide you to an appropriate contract to consider for your clients.

Does your client need guaranteed income for life?



Manulife PensionBuilder®: Consider for clients who are within five years of retirement

Manulife RetirementPlus®: Consider for clients who are five or more years away from retirement


Also, keep in mind – if your clients need retirement income, but don’t want the added costs of a lifetime income guarantee:

Manulife Ideal Signature Select™: Consider a RRIF plan with the Payout Benefit Guarantee

Is your client looking for the potential of 100% capital protection?



Ideal 100/100 Series: Offered in the Manulife Ideal Signature Select™ contract

Ideal 100/100 Series – Platinum Option: Offered in the Manulife Ideal Signature Select™ contract. $250,000 minimum, lower MERs

Is your client interested in maximizing estate benefits?



Ideal 75/100 Series: Offered in the Manulife Ideal Signature Select™ contract

Ideal 75/100 Series – Platinum Option: Offered in the Manulife Ideal Signature Select™ contract. $250,000 minimum, lower MERs

Is your client interested in potential creditor protection and other benefits of a segregated fund contract, but also concerned about fees?



Ideal 75/75 Series: Offered in the Manulife Ideal Signature Select™ contract. Includes access to Ideal Global Absolute Return Strategies Fund1

GIF Select InvestmentPlus®: Provides low-cost access to segregated fund benefits, including our comprehensive fund line-up, consisting of over 90 different investment options. If your client has a minimum of $100,000 to invest, encourage them to consider our solutions for affluent investors, which lets them take advantage of lower MERs (MPIP Segregated Pools program2, or Platinum Option)

1 The Ideal Global Absolute Return Strategies Fund invests in Canadian dollar hedged Class Z shares of the Standard Life Investments Global SICAV Global Absolute Return Strategies Fund (“GARS Fund”). The assets of the GARS Fund are managed by Standard Life Investments Limited. In addition, performance of Standard Life Investments Global SICAV Global Absolute Return Strategies Fund is not guaranteed. This Fund is not a substitute for cash or deposits. In order to achieve its investment objective, the Standard Life Investments Global SICAV Global Absolute Return Strategies Fund will make extensive use of derivatives.

2 Minimum initial investment per pool, may be reduced depending on the total amount of assets invested. For invested assets between $100,000 and $249,999, minimum per pool is $100,000. For invested assets of $250,000 or more, the minimum per pool is $1,000.

Does your client have $100,000 or more to invest?



Manulife Private Investment Pools – MPIP Segregated Pools program: $100,000 per pool, per contract1

Manulife Ideal Signature Select™ – Platinum Option: Offered in the Manulife Ideal Signature Select™ contract. $250,000 minimum, lower MERs

1 Minimum initial investment per pool, may be reduced depending on the total amount of assets invested. For invested assets between $100,000 and $249,999, minimum per pool is $100,000. For invested assets of $250,000 or more, the minimum per pool is $1,000.

Manulife PensionBuilder®: Consider for clients who are within five years of retirement

Manulife RetirementPlus®: Consider for clients who are five or more years away from retirement

Manulife Ideal Signature Select™: Provides a full suite of guarantee options, with the Ideal 75/100 Series, Ideal 100/100 Series, and Ideal 75/75 Series

GIF Select InvestmentPlus®: Provides low-cost access to segregated fund benefits, including our comprehensive fund line-up, consisting of over 90 different investment options. If your client has a minimum of $100,000 to invest, encourage them to consider our solutions for affluent investors, which lets them take advantage of lower MERs (MPIP Segregated Pools program1, or Platinum Option)

1 Minimum initial investment per pool, may be reduced depending on the total amount of assets invested. For invested assets between $100,000 and $249,999, minimum per pool is $100,000. For invested assets of $250,000 or more, the minimum per pool is $1,000.


 

FOR ADVISOR USE ONLY – NOT INTENDED FOR THE GENERAL PUBLIC

This tool is not intended to provide details of any product. For detailed information, please consult the applicable Information Folder, Contract and Fund Facts. The Manufacturers Life Insurance Company is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Age restrictions and other conditions may apply. Manulife, Manulife Investments, the Block Design, Strong Reliable Trustworthy Forward-thinking, GIF Select InvestmentPlus, Manulife Ideal Signature Select, Manulife PensionBuilder, and Manulife RetirementPlus, are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under licence.

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