Illustration Guide - Repsource - Manulife Financial
Illustration Guide - Repsource - Manulife Financial
Illustration Guide - Repsource - Manulife Financial
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Proposal reports, Continued<br />
Account<br />
Proposal<br />
Click Account Proposal to view the Account Proposal report. This report<br />
provides a simple overview of the product features and structure as well as<br />
account details specific to the client. Graphs and charts are used to help make<br />
the information as understandable and useful to clients as possible. The report<br />
emphasizes the importance of seeking the advice of a financial planner and of<br />
monitoring the account and incorporating it into a complete financial plan.<br />
The last page of the report outlines specific disclaimer issues that the clients<br />
should know and understand. It is important that you review these notes with<br />
clients to ensure that there is no misunderstanding about what you have<br />
shown them.<br />
Account<br />
Proposal Graph<br />
Click Next >> or Account Proposal Graph to move to that tab. A graph is<br />
displayed here to illustrate how the borrowings in the Main account and in<br />
any sub-accounts will reduce over time under the proposed account structure.<br />
<strong>Manulife</strong> one <strong>Illustration</strong> <strong>Guide</strong> 30 December, 2000
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