Viewpoints about Creditor protection
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Creditor protection and estate benefits in nominee name contracts
Are creditor protection and estate benefits available for non-registered and registered insurance investment contracts held ‘on book’ or in nominee name?
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Estate-planning opportunities using insurance investment contracts
Reviewing insurance investment contracts or setting up a new one? Know the role of owners, annuitants, successors, and beneficiaries for better estate planning.
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The value of naming a beneficiary
"Watch John Natale take you through the benefits of segregated funds for estate planning: control, creditor protection, privacy, and reduced probate fees."
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What is estate planning and why is it important
Watch this video to learn how you can lay out the final instructions as to how your assets should be distributed.
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Protecting your estate after you're gone
John Natale, Assistant VP, Manulife, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.
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Death, fees, and taxes
Learn how you can ensure that your estate is handled responsibly by beneficiaries.
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Understanding segregated fund fees
Segregated fund contracts are more expensive than mutual funds, but some investors may feel the additional cost is worth it. Let’s see how.
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A guaranteed return – and more
Guaranteed interest accounts (GIAs) provide interest income, insurance benefits and flexibility. Learn more about them.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Understanding trusts and contracts held in trust
Learn trust basics: Formal vs. informal, attribution rules, end of the preferred beneficiary election, contracts held 'in trust'. Sample forms included.
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