For a business and its owners, planning, insurance and financial health are connected. Large cases can often be complex. Clients want smooth processes, hands-on support and thoughtful guidance. This Expert Advice series from Manulife Insurance looks at what defines that at every step. As one of the leaders in the large case market, we explore what it means to offer the best possible solutions and experiences, for clients and advisors alike.
August 22, 2022Candace Barnes, Manager, Large Cases with Manulife discusses how permanent insurance products can be structured to suit the needs of large case clients in the affluent and business markets.
Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.
Hemal Balsara, Assistant Vice President, Regional Tax, Retirement and Estate Planning with Manulife, talks about how the right insurance fits with smart business planning, and how the needs of large cases require specialized service.
This two-article series from Beneva shares fresh ways to discuss saving with clients.
This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the…
This new two-article series from Beneva shares fresh ways to discuss insurance with clients.
This new series from Invesco addresses how ESG factors can be incorporated into portfolios to meet growing investor demand.
