Talking Points
for Client Conversations
- Save Money: "You'll save $16.95 per month ($9.95 for clients aged 60 and older) for three years"
- Convenience and Flexibility: "Manulife One combines your mortgage, savings, and debt into one account, giving you greater control over your finances."
- Redirect Savings: "The money you save on fees can be used to pay down your mortgage faster, invest in your future, or cover other expenses."
- Key Message: "The process is simple and requires no additional effort from you."
- Submit your Manulife One mortgage application during the promotional period.
- Once your application is approved and the account is funded, the fee waiver will be applied automatically.
- Key Message: "It's important to understand the terms of this offer."
- This promotional offer is valid for a limited time and may be subject to change without notice.
- This offer applies only to new Manulife One mortgage applications submitted between December 20, 2024, and February 28, 2025 and funded by June 30, 2025.
- The account must be maintained in accordance with the Manulife One Operating Agreement.
- The mortgage must remain in good standing.
- This promotion applies exclusively to the Manulife One monthly service fee of $16.95 (or $9.95 for clients aged 60 and older). Other fees may apply depending on the transactions you wish to perform. For further details, please refer to the "Additional Fees" section available on our website.
- Standard fees will apply once the offer expires after 36 months
- Key Message: "There are no additional forms or approvals required to benefit from this promotion. Once your account is funded, the fee waiver is applied automatically."
- Emphasize the straightforward nature of the process: "We've made this easy for you so that you can focus on your financial goals."
- Key Message: "This is a limited-time offer"
- "The promotional period ends on February 28, 2025, and applications submitted after this date will not qualify for the fee waiver."
- The account will have to be funded by June 30, 2025
- "Take advantage of this opportunity to save for three years and enjoy the full benefits of Manulife One."
- Key Message: "If you have any questions or would like additional details, I'm here to help."
- Direct clients to the client-facing letter for a comprehensive summary of the offer: "This document outlines the offer details, actions required, and terms and conditions."
- Refer clients to the "Additional Fees" section on the Manulife Bank website if they want to know more about transaction fees.
- Encourage clients to reach out with specific concerns and reassure them that you can escalate any inquiries to the contact centre for further clarification.
Manulife One is offered through Manulife Bank of Canada. Manulife, Manulife Bank & Stylized M Design, and Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.