You can’t plan for your financial future the same way other people plan for theirs. You’re different. Your goals are different. What you need from your advisor is different too.

Whatever your goals may be, if your group retirement program offers PlanRight® advice, you’ve got a partner to help you reach them.

PlanRight® advisors aren’t just financial experts, they’re planning experts too. Fully-licensed financial advisors and certified (or soon to be) financial planners, they offer impartial advice backed by the experience of Manulife. And since they offer their services as part of your group retirement program, there’s no cost to you.

We give them one job … To help you take charge of your savings and your future.

That’s it.

To do that job, they have access to all our products, and a wide range of products from other financial institutions too. We empower them to recommend whatever’s best for you. Even if it’s not one of our products.

They also have a very unique specialty—your group retirement program. Because your PlanRight® advisor is part of our team, they know your program inside and out. They know what makes it great, and what makes it great for you. So together, you can make the most of your program, your goals, and your future.

Your goals are about more than retirement. As it happens, your PlanRight® advisor is about more than retirement too. They’ll work with you to build and stick to a single, realistic financial plan that works for you and all your goals—today and tomorrow.

Your advisor can help you:

  • maximize the value of your Manulife group retirement program
  • maximize all your savings, even if they're not with Manulife
  • get ready for retirement
  • turn savings into income
  • save for a house, education, or the unexpected
  • maximize your bank and mortgage options
  • find life, health, and travel insurance
  • develop an estate plan
  • minimize your taxes
  • respond to economic events and trends
  • and more

It’s all about collaboration

You help your advisor understand you, and your advisor helps you understand their advice—explaining what’s unfamiliar, highlighting what’s important, and connecting it all to what matters—using words that are straightforward and easy to understand.

The advice may be ours, but the decisions are yours. We want to make them easier. 

If PlanRight® advice is part of your group retirement program, it won’t cost you anything to partner with one of our advisors. PlanRight® is at your service, just for being a member. If you’re not sure if your program offers PlanRight®, give us a call and we’ll be happy to help.  

Our advisors are Manulife employees. We pay them a salary combined with extra earnings based on the quality of their service and support, and the long-lasting relationships they have with customers like you.

Meeting with your advisor

Your relationship with your advisor will be as unique as you are. Just tell them:

  • what you’d like their help with
  • how you’d like to stay in touch
  • when you’d like to meet 

If you’d like more information about PlanRight® advice, or you’re not sure if it’s part of your group retirement program, call us between 8 a.m. and 8 p.m. ET, Monday to Friday at:

  • Group retirement – 1-888-727-7766
  • Group retirement “VIP Room” accounts – 1-800-242-1704

PlanRight advisors have a very unique specialty—your group retirement program.

Because your PlanRight advisor is part of our team, they have the inside scoop on your program and how it can serve you best. When you partner with them, they’ll look at the plans your program offers, which ones you’re invested in, and how much you’re already saving. They can act on your behalf to bring other savings into your program, get you signed up for new plans, and more. 

PlanRight advisors are experts in their field, but they’re also real people. They’re open and welcoming. They’re great teachers and great motivators. Your advisor will help you understand their advice—explaining what’s unfamiliar, highlighting what’s important, and connecting it all to what matters—using words that are straightforward and easy to understand.

Your PlanRight advisor is your partner—helping you make the most of your program, your goals, and your future.

PlanRight advisors are fully-licensed or certified through one or more of our industry’s most respected programs and regulators:

No. PlanRight advisors have access to all our products, and a wide range of products from other financial institutions too. We empower them to recommend whatever’s best for you. Even if it’s not one of our products. 

PlanRight advisors are Manulife employees and are paid through a combination of salary and additional earnings based on delivering high-quality services, supporting clients’ needs, and retaining a loyal clientele.

No, you don’t. But if you are a member of a Manulife group retirement program, and if PlanRight advice is part of it, you can take advantage of your PlanRight advisor’s direct connection to your program—truly making the most of your program, your goals, and your future.

If you’re not a member of a Manulife group retirement program with PlanRight, we’re still here for you! Find a Manulife investment advisor or financial planner in your area.

Book a meeting! Your PlanRight advisor will be in touch to set up a date, time, and location that works for you.

Your relationship with your PlanRight advisor will be as unique as you are. Just tell them:

  • what you’d like their help with
  • how you’d like to stay in touch
  • when you’d like to meet

Your PlanRight advisor will then guide you in preparing for your first meeting.

Absolutely, great idea! Including your family gives you—and your advisor—the big picture view of your whole household’s financial needs, and goals.