Please wait while page loads ...
Manulife
www.manulife.comContact Us
 

United States
Annuities
Group Pensions
Insurance
College Savings
Managed Accounts
 
Find
Home > New Business Guidelines
Printer Friendly Version
New Business Guidelines
 
 

Manulife Financial wants to make it easy for you to do business with us.  Our New Business Service Team will work with you to get your business processed efficiently and effectively

We are committed to give you the best service possible.  Send  your ideas & suggestions to Feedback@Manulife.com

 
New Business Guidelines
 
New Business Quick Tip
Help us serve you better by including a transmittal with every case you send to Manulife!

 

New Business Transmittal Forms:
New Business - Regular
This transmittal is used for all Formal, Informal and Kick Start business submitted to Manulife.
Manulife Financial Partner Transmittal
Manulife Financial Partners should use this transmittal to clearly identify their business.
Business Planning Transmittal
Use this transmittal to clearly identify Business Planning Cases being submitted to Manulife.
Sales Tools:

Send Us Your Electronic Documents
Find out how easy it is to send us your electronic documents with these step-by-step instructions.

10 Helpful New Business Hints
Consult the ’10 Helpful New Business Hints’ for ways in which you can help us expedite your cases.
Compliance:

Internal Replacement Guidelines
Internal Replacement Guidelines for John Hancock and Manulife Financial (USA) products.


Washington State Replacement Requirements
It is mandatory that the requirements for replacements in Washington state be followed.  We have created the attached flyer with adherence details.  If you have any questions, please contact your case manager at 1-800-505-9427, Option 2.
State of Issue
Consult our guidelines for assistance in determining State of Issue.
Revised! NAIC Replacement Guidelines
Our revised NAIC Replacement Guidelines make it easier for you to do business with Manulife!
Email to usHelp
CareersPrivacy PolicyLegalSite Map