27 September 2018 11:30
London Life will soon launch a new investment tool focused on the objectives. This tool will enable clients and counsellors to have access to real-time reports online, which will allow them to stay focused on their financial goals.
“We are pleased to offer this unique tool focuses on the objectives to our clients and to our advisers,” says Sam Sivarajan, senior vice president, wealth management solutions to Great-West life, London Life and Canada Life.
Make the link between investment and objectives
“The investment focuses on the objectives allows the counsellor to speak the client’s language. It is thus easy for the customers to have an overview in order to maintain their long-term goal. This allows them to make the link between their investments and their goals, ” he added.
Manulife has also announced the launch of a new platform for financial planning based on the goals of the clients. It is a tool of retirement planning and will be available to advisors of Manulife securities as of Monday 1st October.