Recent trends demonstrate that Boomers tend to consolidate their assets with one advisor as they move towards or enter retirement. The reason for this is fairly simple: a single advisor is able to develop a holistic, accurate approach towards a sustainable retirement income plan.

“When asked directly, more than four-in-ten (43%) of affluent households agree that they want one financial advisor to advise on all aspects of their financial matters (46% in 2005, 35% in 2003).” Ipsos Reid: The Affluent Canadian Report 2008 (page 98)

For you, this is a twofold opportunity. You’re able to minimize complexity for the retiree by providing a complete financial picture that’s easier to understand and a plan that offers a better chance for retirement success – this ultimately makes you a better financial advisor. It also provides you with a chance to increase your business by referring your clients to additional products.

To help you reach these goals, we’ve developed additional tools and practice management strategies that can help you consolidate your client’s assets. Browse the following sections to learn more about managing your practice.

Are you ready to become your client's advisor of choice?

With Product Allocation, you’ll be able to better demonstrate the sustainability of your plan. That can lead to stronger client relationships and create opportunities for you to build your business.

Retirement Income Readiness

Here’s a five-step plan you can follow to examine your current business, identify opportunities, and present options to existing clients.

Sales Tools

Here are some basic tools that can be used “as-is” or customized by you to introduce Product Allocation to your clients.

Marketing Tools

Manulife has produced both print and electronic materials that can help you in providing information about retirement to your clients.

Administration Tools

If you’re looking for an application or transfer form, here are the links you need to obtain administrative forms for all of our products.