It's about time
Our program addresses the important role time plays in achieving the retirement a member has in mind. "It’s about time" delivers relevant messages and resources right when members need them most—keeping your retirement program front and centre and top of mind.
Onboarding
Supporting members during their first year with us, with nudges to take action to set up their Manulife ID, set a retirement income goal, download Manulife Mobile, and consolidate their savings
Financial wellness
Educating members with targeted guidance about their competing financial priorities and all the tools and resources your program offers to help them navigate their financial concerns
Retirement goals
Motivating members to improve their retirement strategy with easy action steps, such as setting goals and naming their beneficiaries, based on their individual needs
Manulife Mobile app
Members are encouraged to learn, plan, and save—all on the go—with our highly rated mobile app.
Combining retirement accounts—coming soon
Members learn that they can enjoy lower fees, greater rewards, and a bit more time back in their days by consolidating all their savings here at Manulife—one website, one sign in, one group retirement program.
Financial well-being quarterly
A digital newsletter supporting members’ retirement readiness and general financial wellness—delivered to their inboxes every three months
Member outreach
Targeted and segmented messaging that provides personalized nudges through email to help improve members’ planning strategies and overall retirement goals
Live webinars1
A series of live sessions, hosted by our financial education specialists, that provide education and guidance members can put to work right away
1 Availability is subject to data residency restrictions.
Important disclosures
Messaging is tailored to members based on age (under or over age 45), plan status, and other factors. Not all members will receive all messages.
Build a better you
It’s the start of a new year—no better time for your members to set their financial priorities and retirement goals and come up with a plan to reach them.
January
1/9/24–1/19/24
Financial well-being quarterly
Topics
- Preparing for tax season
- How saving more can lower the tax you have to pay (RRSP-eligible members only)
February
2/5/24–2/27/24
Member outreach
Topic
- RRSPs: how saving more can lower the tax you have to pay (For RRSP-eligible members only)
- Webinar invite: Taxes and your retirement income/Tax planning strategies (age-based promotion)
You’ve got this: tax season 2024
The demands of tax season can be distracting for any member. We put the focus where it counts—on what to expect, when to expect it, and how to make the most of all the options.
April
4/2/24–4/12/24
Financial well-being quarterly
Topics
- Your tax receipts: what to expect and when
- Tax planning
- How investments are taxed
Spending and saving habits—on the go
Even on vacation, your members can stay connected to their savings, their goals, and their future.
July
7/2/24–7/12/24
Financial well-being quarterly
Topics
- Learn, plan, and save—even on the go—with Manulife Mobile
- How to vacation on a budget
Financial literacy for overall wellness
Building financial literacy helps your members make informed decisions to improve their financial health and ease their stress.
October
10/1/24–10/11/24
Financial well-being quarterly
Topics
- Make retirement planning easier—consolidate
- Looking ahead: market trends
- Navigating investment risk and your financial priorities
10/17/24–10/25/24
Member outreach
Topics
- Setting goals for your savings and retirement income
- Naming beneficiaries
November
11/4/24–11/8/24
Member outreach
Topics
- Webinar invite: Taking the stress out of money
Q1
Build a better you
March
Share 2024 planning and goal-setting tips with your members.
Q2
Smart money moves
May
Help your members identify and address their financial concerns and priorities.
Q3
Investing for the long term
August
Help your members learn to tune out market noise and stay focused on their long-term financial goals.
Q4
Holiday break
Resources to help members understand key financial wellness topics
Check out these resources and more available through "Educate your members" in the secure sponsor site.