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Help members take “little steps”

It doesn’t take big moves to make big changes – just small steps.

This is the idea behind the new tools we’re developing. Tools that you can leverage to encourage plan members and their families to take those small steps and make a big difference in their financial wellness.

Live Webinar series

Last month, we told you about our live webinar series. Short, focused, convenient and relevant, they help members unlock money tips and ideas that can help them and their families make healthy money decisions, and give them the confidence to take the next steps.

To give you an idea, here’s what members can expect from April’s webinars:

  • Building an emergency fund

    • What an emergency fund is and isn’t
    • The benefits of having an emergency fund
    • How much is enough?
    • Getting started and re-visiting
  • Getting a clearer picture of Old Age Security (OAS)

    • What is it? Who is it for?
    • The Guaranteed Income Supplement (GIS)
    • How much can I expect from OAS?
    • When should I take it and how do I receive it?

Each session then gives additional resources and tips to help members with those small steps.

We’ll be launching more topics over the next few months. So far, the response has been very enthusiastic.

Plan members can check out our webinar calendar and register for sessions at manulife.ca/webinars.

New investment videos coming

And soon, we’ll be launching a series of videos to teach members about investment basics. They demystify investment concepts in a simple, entertaining way, and best of all they are under 3 minutes each. Little steps.

Here’s a sneak peak

Look out for more news on these!

Questions? Contact your Manulife representative.

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