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Sales Tools and Support Manulife Private Investment Pools  MPIP Segregated Pools  MPIP Investment Pools Opportunities within the mass-affluent market.

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Presentation on theme: "Sales Tools and Support Manulife Private Investment Pools  MPIP Segregated Pools  MPIP Investment Pools Opportunities within the mass-affluent market."— Presentation transcript:

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2 Sales Tools and Support Manulife Private Investment Pools  MPIP Segregated Pools  MPIP Investment Pools Opportunities within the mass-affluent market Agenda 2

3 Mass affluent market *Source: Investor Economics “the Fee-Based Report “ Summer 2013, Looking for alternatives to existing products Require solutions to retain these clients Require solutions to attract these clients 3

4 Wealth in Canada is shifting Source: Investor Economics “the Fee-Based Report “ Summer 2013 * Investor Economics projection. For illustration purposes only. Financial wealth assets in billions of dollars Significant shift of wealth expected from mass market to more affluent segments 4

5 Affluent Households on the Rise Source: Investor Economics “the Fee-Based Report “ Summer 2013 * Investor Economics projection. For illustration purposes only. By comparison, lower wealth segment households are only expected to grow at a CAGR of 0.8% Number of affluent households in thousands 5.2% CAGR 6.0% CAGR 5

6 6 6 Significant generational transfer of wealth is expected Source: Investor Economics “the Fee-Based Report “ Summer 2013 *Investor Economics projection. For illustration purposes only. Financial wealth assets in billions of dollars $1,945 $305 $361 $503 $776 $1,670 $270 $333 $393 $674 $1,982 $313 $380 $437 $852 $2,224 $344 $414 $492 $974 $2,272 $347 $405 $506 $1,014 $4,213 $570 $604 $1,010 $2,029 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4, * Ages

7 7 7 The Manulife Private Investment Pools Program Anchored by strong investment options Comprehensive offering Lower fees High-end experience Householding A comprehensive suite of investment pools sub-advised by Manulife Asset Management and Mawer Investment Management Ltd. Insurance and mutual fund options MERs are significantly lower than traditional lower-cost segregated fund offerings or traditional mutual fund offerings Assets are pooled by household to allow for further price breaks Quarterly Management Fee Reductions or Reimbursements (MFRs) as applicable Client Proposal Tool Detailed client statements Distinctive branding

8 8 8 Manulife Private Investment Pools – Fixed income options MPIP Investment Pools MPIP Segregated Pools Asset Mix PM & Sub- Advisor Manulife Money Market Private Trust Manulife Money Market Private Segregated Pool 100% Cdn short term securities Maralyn Kobayashi MAML Manulife Canadian Fixed Income Private Trust Manulife Canadian Fixed Income Private Segregated Pool 100% Cdn bonds (Govts + Corps) Terry Carr MAML Manulife Corporate Fixed Income Private Trust Manulife Corporate Fixed Income Private Segregated Pool 100% North American bonds (Corps only) Terry Carr MAML Manulife U.S. Fixed Income Private Trust Manulife U.S. Fixed Income Private Segregated Pool 100% U.S. bonds (Govts + Corps) John Addeo, Dennis McCafferty MAM (US) LLC Manulife Global Fixed Income Private Trust Manulife Global Fixed Income Private Segregated Pool 100% Global bonds (Govts + Corps) Dan Janis, Tom Goggins MAM (US) LLC

9 9 9 Manulife Private Investment Pools – Balanced options MPIP Investment Pools MPIP Segregated Pools Asset Mix PM & Sub- Advisor Manulife Canadian Balanced Private Pool Manulife Canadian Balanced Private Segregated Pool 60% equity 40% fixed income Alan Wicks, Terry Carr MAML Manulife Balanced Income Private Trust Manulife Balanced Income Private Segregated Pool 30% equity 70% fixed income Terry Carr, Alan Wicks MAML Manulife U.S. Balanced Private Trust* Manulife U.S. Balanced Private Segregated Pool 50% equity 50% fixed income Sandy Sanders, Walter McCormick, Dan Janis, Tom Goggins, Dennis McCafferty MAM (US) LLC Manulife Balanced Equity Private Pool Manulife Balanced Equity Private Segregated Pool 70% equity 30% fixed income Sandy Sanders, Walter McCormick, Terry Carr MAM (US) LLC Manulife Global Balanced Private Trust Manulife Global Balanced Private Segregated Pool 60% equity 40% fixed income Greg Peterson, Paul Moroz Mawer

10 10 Manulife Private Investment Pools – Equity options MPIP Investment Pools MPIP Segregated Pools Asset Mix PM & Sub- Advisor Manulife Canadian Equity Private Pool Manulife Canadian Equity Private Segregated Pool 100% equity (~90% Canadian) Monika Skiba MAML Manulife Dividend Income Private Pool Manulife Dividend Income Private Segregated Pool 100% Dividend-paying equities (~70% Canadian, 30% U.S.) Jonathan Popper, Alan Wicks MAML Manulife U.S. Equity Private Pool Manulife U.S. Equity Private Segregated Pool 100% U.S. equity Sandy Sanders, Walter McCormick MAM (US) LLC Manulife Global Equity Private Pool Manulife Global Equity Private Segregated Pool 100% Global equity Paul Moroz Mawer

11 Why MPIP Segregated Pools? Best mandates across all asset classes Estate planning advantages Potential creditor protection 11

12 12 MPIP Segregated Pools purchase options SeriesDescription Advisor SeriesFront-end Low-load* F-classFee-based contracts No advisor compensation built-in *Manulife Money Market Private Segregated Pool excluded. MPIP Segregated Pools is the only program of its kind

13 MER (%) MPIP Segregated Pools MER Comparison 13 *For comparison purposes only using comparable GIF Select InvestmentPlus funds in the front-end sales charge option. This excludes trailing commissions Manulife Money Market Private Segregated Pool Manulife Corporate Fixed Income Private Segregated Pool Manulife Corporate Fixed Income Private Segregated Pool Manulife U.S. Fixed Income Private Segregated Pool Global Fixed Income Private Segregated Pool Manulife Canadian Balanced Private Segregated Pool Manulife U.S. Balanced Private Segregated Pool Manulife Global Balanced Private Segregated Pool Manulife Balanced Income Private Segregated Pool Manulife Dividend Income Private Segregated Pool Manulife Balanced Equity Private Segregated Pool 2.32 No comparable fund - Manulife Canadian Equity Private Segregated Pool Manulife U.S. Equity Private Segregated Pool Manulife Global Equity Private Segregated Pool MPIP Segregated Pools GIF Select InvestmentPlus Difference

14 Why MPIP Investment Pools? Tax-efficiency through corporate class structure Tax-efficient income through Series T payout options Automatic rebalancing service 14

15 15 MPIP Investment Pools purchase options SeriesDescription Advisor Series and Series TFront-end only Embedded trailer compensation Series L and Series LTLow-load sales charge option only Embedded trailer compensation Series F and Series FTFee-based accounts No advisor compensation built-in Series C and Series CTFlexibility to customize your compensation Negotiable Dealer Service Fee is charged to the investor’s account, administered by Manulife

16 MER (%) MPIP Investment Pools MER Comparison 16 *For comparison purposes only using comparable Manulife Mutual Fund in the Advisor Series option. This excludes trailing commissions. MPIP Investment Pools Manulife Mutual Funds Difference Manulife Corporate Fixed Income Private Pool/Trust Manulife Canadian Fixed Income Private Pool/Trust Manulife U.S. Fixed Income Private Trust Manulife Global Fixed Income Private Trust/Pool Manulife Canadian Balanced Private Pool Manulife U.S. Balanced Private Pool/Trust Manulife Global Balanced Private Trust Manulife Balanced Income Private Pool/Trust Manulife Dividend Income Private Pool Manulife Balanced Equity Private Pool2.07 No comparable fund- Manulife Canadian Equity Private Pool Manulife U.S. Equity Private Pool Manulife Global Equity Private Pool Manulife Money Market Private Trust

17 MPIP household assets can be linked to qualify for greater MFRs on pool assets Householding and MFR *Excludes applicable taxes. MPIP Investment Pools accounts and MPIP Segregated Pools contracts cannot be combined for the purpose of householding. 17 Table below lists MFR rates that are applicable to pool assets based on the amount invested and asset class

18 MFR Example For illustration purposes only. The MFR is calculated daily and paid on at least a quarterly basis. Assumptions: $1,000,000 market value at time of MFR calculation All assets invested in Balanced Pools Annual calculations for simplicity Market Value: $1M$0 to $500K$500K+ to $1M Tier weighting 50% ($500,000) 50% ($500,000) Balanced Pool MFR Rate0 bps5 bps MFR Amount$0$250 18

19 Sales Tools and Support

20 Custom Client Proposal Tool Customized proposal for prospective MPIP clients Provides an overview of the program, and can create a proposal for either the investment pools or segregated pools Walks through the details of each recommended pool Tremendous value added for both the advisor and investor 20

21 Enhanced client reporting 21

22 Marketing Material 22

23 Focus on Your Success 23 Insurance –based and investment-based options Contract/Account Householding Client Proposal Tool Dedicated Call Centre Support Enhanced Client Reporting Source:

24 Focus on Your Success 24 PAG & TREPS Support Flexible Purchase Options DSC Fees Waived at Death Ease of administration Strength of Manulife Source:

25 25 Summary Trust Manulife is one of the world’s largest investment managers, guiding billions in pension assets. Manulife Private Investment Pools distill Manulife’s 125 years of investment experience into a program tailored for investors like you. Conviction Manulife Private Investment Pools are guided by teams of portfolio managers who follow proven investment processes and conduct continuous forward- thinking research. This allows them to act with a high level of conviction as they pursue your individual objectives. Value Manulife Private Investment Pools help manage your investment costs. An exclusive investment program that offers:

26 26 Summary Access Manulife Private Investment Pools give you and your clients access to a sophisticated affluent investment program. Flexibility Manulife Private Investment Pools offer flexible options to help meet the needs of your clients, allowing you to choose an investment- based platform or insurance-based platform. Support Manulife Private Investment Pools support you with a convenient online customized proposal generator and enhanced client reporting. Affluent sales opportunity that offers:

27 InvestmentPlus MER Changes September 19 Lower MERs on 21 InvestmentPlus funds effective… 10 bps MER Reduction! 27

28 InvestmentPlus MER Reductions – Balanced Manulife Balanced (Multi-Manager) GIF Select Manulife Canadian Balanced GIF Select Manulife Canadian Opportunities Balanced GIF Select Manulife Yield Opportunities GIF Select Manulife Global Balanced GIF Select Manulife Strategic Balanced Yield GIF Select Manulife Value Balanced GIF Select Manulife Diversified Investment GIF Select Fund Current MERNew MER 28

29 InvestmentPlus MER Reductions – Equity Fund Current MERNew MER Manulife Canadian Equity Index GIF Select Manulife Canadian Opportunities GIF Select Manulife Canadian Stock GIF Select Manulife Dividend Income GIF Select Manulife Growth Opportunities GIF Select Manulife U.S. All Cap Equity GIF Select Manulife U.S. Dividend Class GIF Select Manulife U.S. Equity GIF Select Manulife U.S. Equity Index GIF Select Manulife U.S. Large Cap Equity GIF Select Manulife Global Dividend Income GIF Select Manulife Global Focused GIF Select Manulife International Equity Index GIF Select

30 30 Rely on the strength of Manulife As a Manulife Private Investment Pools advisor, you can feel confident that your trust is well placed. 1 P&I Towers Watson, year end As at January 31, As at March 31, Manulife Financial Global Company Fact Sheet, May years Ranked 30 $37.9 billion $635 billion 28,600+ of history in list of world’s 500 largest asset managers 1 market capitalization 2 in funds under management 3 employees worldwide 4

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32 FOR ADVISOR USE ONLY The information provided in this presentation is for advisor use only and is not intended for the general public. MPIP Investment Pools; Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investments, a division of Manulife Asset Management Limited. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its new asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. MPIP Segregated Pools; Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Withdrawals proportionally decrease Maturity and Death Benefit Guarantees. The Management Fee Reimbursement will not be paid in cash but will be credited to the Contract. Manulife Investments is a division of The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company is the issuer of the Manulife Private Investment Pools - MPIP Segregated Pools (MPIP Segregated Pools) and the Manulife GIF Select insurance contract which offers the InvestmentPlus Series and the guarantor of any guarantee provisions therein. Manulife, Manulife Investments, the Block Design, the Four Cubes Design, and strong reliable trustworthy forward-thinking and InvestmentPlus are trademarks of The Manufacturers Life Insurance Company, and are used by it, and by its affiliates under license. 32


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