is targeting charitable remainder trusts as an opportinuty for its reps. To help advisors move the product, it has created a sales tool kit (MLI Solutions) for the segment. The kit helps advisors portray the tax implocations of using the programs. The kit is one of a line of kits ManuLife offers advisors.
The kit is also intended to eductate advisors who are unfamiliar with the trusts, said the insurer. It also includes a sales strategy for advisors to follow.
"In the CRT sales tool kit, our Advanced Market experts have taken what could be perceived as a complex issue and made it easy to understand and interpret," said Robert A. Cook
, president of U.S. Insurance, Manulife USA. "This kit is intended to serve as a useful resource for advisors, one that helps them to better serve their clients through the introduction of creative and effective solutions for the transfer and preservation of wealth."
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