Viewpoints about Segregated funds
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Discover the tax advantages of Manulife segregated funds
While they are taxed similar to mutual fund trusts, segregated fund contracts offer other tax, estate, and creditor protection advantages to investors.
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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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Case in Point: Segregated funds can lead to win-win-win situations
Segregated fund solutions can speed up wealth transfer, help bypass probate and simplify the estate administration process. Learn how.
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Income solutions for trusts
This article looks at trusts and how one could be set up where the trustee would like a guaranteed income stream to flow through to the trust beneficiary to help fund their retirement income.
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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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Managing volatility with the cash wedge strategy
Learn how the cash wedge investment strategy can offer a safe harbour for Canadians worried about volatile markets.
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RRSP segregated fund contracts — naming a successor annuitant or Joint Life
Naming a spouse as a beneficiary of your RRSP can be a simple and cost-effective way to pass on your RRSP at death. With an RRSP segregated fund contract, these benefits can be enhanced by naming your spouse as a successor annuitant or Joint Life on the contract. Using one of these designations, you can keep the current estate planning benefits already available with a beneficiary designation while adding more flexibility and choice for your spouse after your death.
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