Illustration Guide - Repsource - Manulife Financial

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Setting up a new client New client file To set up a new client, in the File menu click New Client - From Scratch. The New Client dialog opens. NaviPlan users can also pull client information from Client Manager using File - New Client - From OLifE. There are four tabs across the top: • Base Family: Enter family information. • Basic: Enter first names and birth dates. • Advisors: Enter information about financial advisors, lawyers, accountants, etc. (optional). • Planner Data: Enter your information. This information has to be entered only once unless the information changes or your software is shared by several users. Move from tab to tab either by clicking the tabs or by clicking Next >>. When you have entered all the information, click OK. Manulife one Illustration Guide 6 December, 2000
Setting up a new client, Continued Save client file The Save Client As dialog opens. The program uses a standard naming format of last name, first name for single clients (for example, Smith, John) and last name, first name and first name for couples (for example, Smith, John and Mary). If the file name suggested by the program is acceptable, click OK; if it is not, change the name and then click OK. Next screen NaviPlan users: The next screen asks whether you want to • Create a New Plan • Create a New Asset Allocation Proposal (Invest Right) • Create a New Comprehensive Retirement Concept • Create a New Insure Right Proposal • Create a New Manulife one Proposal Click Create a New Manulife one Proposal and then click OK. The Concept Settings dialog box opens. Stand-alone users: The program takes you directly to the Manulife one input screens. Opening existing clients If you want to access an existing client file, in the File menu click Open Client… The Open Client dialog box appears. Select the client file name and click OK. Manulife one Illustration Guide 7 December, 2000
Page 1 and 2: Illustration Guide For use with Man
Page 3 and 4: INTRODUCTION Manulife one Manulife
Page 5: Introduction and screen information
Page 9 and 10: The concept Introduction The illust
Page 11 and 12: The concept, Continued Client Profi
Page 13 and 14: The concept, Continued Liabilities
Page 15 and 16: The concept, Continued Liabilities
Page 17 and 18: The concept, Continued Cash flow Th
Page 19 and 20: Concept report, Continued Concept R
Page 21 and 22: The proposal Introduction Once clie
Page 23 and 24: The proposal, Continued one Account
Page 29 and 30: Proposal reports Manulife one Propo
Page 31 and 32: Proposal reports, Continued Table C
Page 33 and 34: Additional proposals, Continued Sce
Page 35 and 36: Appendix Credit policy Introduction

Illustration Guide - Repsource - Manulife Financial

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