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The Ultimate User Guide to Tools.Manulife (Manulife Global Portal) Audience: Financial Advisors, Group Benefits Administrators, and Authorized Manulife Partners. Purpose: To provide a comprehensive overview of navigating the Manulife Global Portal (commonly referred to as "Tools"), troubleshooting login issues, and utilizing key features for business management. If your account is locked after multiple failed

| Tool | When to Use | Pro Tip | |------|-------------|---------| | e-App | For all new business except complex impaired risk cases | Pre-fill client data from previous applications | | Illustration Tool | During first fact-finding meeting | Run 3 scenarios (base, optimistic, pessimistic) | | Vitality | Annual review | Show clients how walking 5k steps/day saves $X in premium | Purpose: To provide a comprehensive overview of navigating

Manulife has evolved beyond a traditional insurance provider into a digital-first financial services leader. Its suite of tools is designed to bridge the gap between and client engagement . Below is a breakdown of the core tools within the Manulife ecosystem.

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