Manulife is stronger than ever!

With all the turmoil in the financial markets these days, you may be concerned about the stability of your financial institutions. You can rest assured that Manulife’s prudent approach to investing has protected us from the troubles many other financial companies are experiencing.

Who is Income Wealthier?

It isn’t the investor with the most money who necessarily will have the most sustainable retirement nest egg. This illustrated case study will show some surprising results when we compare two very different financial scenarios and their ability to sustain their owners’ financial requirements in retirement.

This white paper by Dr. Moshe Milevsky, with Anna Abaimova, introduces the industry-changing concept of the Retirement Sustainability Quotient (RSQ). Determining a client’s RSQ provides a measure of their retirement nest egg sustainability. The paper uses a case study to illustrate some surprising results.

The video clip below further illustrates the case study put forth in Milevsky & Abaimova’s white paper. The case study reveals that it isn’t the investor with the most money who necessarily will have the most sustainable retirement nest egg.

 What are the products of Product Allocation?

Learn about these products and how they can be used to help meet your client’s retirement income needs.