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Agenda

Agenda. Opportunities within the mass-affluent market. Manulife Private Investment Pools MPIP Segregated Pools MPIP Investment Pools. Sales Tools and Support. Mass affluent market. Require solutions to attract these clients. Require solutions to retain these clients.

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Agenda

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  1. Agenda Opportunities within the mass-affluent market • Manulife Private Investment Pools • MPIP Segregated Pools • MPIP Investment Pools Sales Tools and Support

  2. Mass affluent market Require solutions to attract these clients Require solutions to retain these clients Looking for alternatives to existing products *Source: Investor Economics “the Fee-Based Report “ Summer 2013, www.duarte.com

  3. Wealth in Canada is shifting Significant shift of wealth expected from mass market to more affluent segments Financial wealth assets in billions of dollars Source: Investor Economics “the Fee-Based Report “ Summer 2013 * Investor Economics projection. For illustration purposes only.

  4. Affluent Households on the Rise Number of affluent households in thousands 5.2% CAGR 6.0% CAGR By comparison, lower wealth segment households are only expected to grow at a CAGR of 0.8% Source: Investor Economics “the Fee-Based Report “ Summer 2013 * Investor Economics projection. For illustration purposes only.

  5. Significant generational transfer of wealth is expected Financial wealth assets in billions of dollars $4,500 Ages $4,213 0-44 45-54 55-64 65+ $4,000 $3,500 $2,029 $3,000 $2,500 $2,272 $2,224 $1,982 $1,945 $2,000 $1,670 $1,014 $974 $1,010 $776 $852 $1,500 $674 $1,000 $492 $506 $503 $437 $604 $393 $414 $405 $500 $380 $361 $333 $570 $344 $347 $313 $305 $270 $0 2007 2008 2009 2010 2011 2020* Source: Investor Economics “the Fee-Based Report “ Summer 2013 *Investor Economics projection. For illustration purposes only. 6

  6. The Manulife Private Investment Pools Program • Insurance and mutual fund options Anchored by strong investment options Comprehensive offering • A comprehensive suite of investment pools sub-advised by Manulife Asset Management and Mawer Investment Management Ltd. Lower fees • MERs are significantly lower than traditional lower-cost segregated fund offerings or traditional mutual fund offerings • Householding • Assets are pooled by household to allow for further price breaks • Quarterly Management Fee Reductions or Reimbursements (MFRs) as applicable • High-end experience • Client Proposal Tool • Detailed client statements • Distinctive branding 7

  7. Manulife Private Investment Pools –Fixed income options 8

  8. Manulife Private Investment Pools –Balanced options 9

  9. Manulife Private Investment Pools –Equity options 10

  10. Why MPIP Segregated Pools? Estate planning advantages Best mandates across all asset classes Potential creditor protection

  11. MPIP Segregated Pools purchase options • MPIP Segregated Pools is the only program of its kind *Manulife Money Market Private Segregated Pool excluded. 12

  12. Householding and MFR MPIP household assets can be linked to qualify for greater MFRs on pool assets • Table below lists MFR rates that are applicable to pool assets based on the amount invested and asset class *Excludes applicable taxes. MPIP Investment Pools accounts and MPIP Segregated Pools contracts cannot be combined for the purpose of householding.

  13. MFR Example Assumptions: • $1,000,000 market value at time of MFR calculation • All assets invested in Balanced Pools • Annual calculations for simplicity For illustration purposes only. The MFR is calculated daily and paid on at least a quarterly basis.

  14. Sales Tools and Support

  15. Custom Client Proposal Tool • Customized proposal for prospective MPIP clients • Provides an overview of the program, and can create a proposal for either the investment pools or segregated pools • Walks through the details of each recommended pool • Tremendous value added for both the advisor and investor

  16. Enhanced client reporting

  17. Marketing Material

  18. Focus on Your Success Insurance –based and investment-based options Contract/Account Householding Client Proposal Tool Dedicated Call Centre Support Enhanced Client Reporting Source: www.duarte.com

  19. Focus on Your Success PAG & TREPS Support Flexible Purchase Options DSC Fees Waived at Death Ease of administration Strength of Manulife Source: www.duarte.com

  20. Summary • An exclusive investment program that offers: 25

  21. Summary • Affluent sales opportunity that offers: 26

  22. InvestmentPlus MER Changes 10 bps MER Reduction! • Lower MERs on 21 InvestmentPlus funds effective… September 19

  23. InvestmentPlus MER Reductions – Balanced

  24. InvestmentPlus MER Reductions – Equity

  25. Rely on the strength of Manulife • As a Manulife Private Investment Pools advisor, you can feel confident that your trust is well placed. 125 years Ranked 30 $37.9 billion $635 billion 28,600+ of history in list of world’s 500 largest asset managers1 market capitalization2 in funds under management3 employees worldwide4 1P&I Towers Watson, year end 2012. 2As at January 31, 2014. 3As at March 31, 2014. 4Manulife Financial Global Company Fact Sheet, May 2014. 30

  26. FOR ADVISOR USE ONLY The information provided in this presentation is for advisor use only and is not intended for the general public. MPIP Investment Pools; Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investments, a division of Manulife Asset Management Limited. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its new asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. MPIP Segregated Pools; Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Withdrawals proportionally decrease Maturity and Death Benefit Guarantees. The Management Fee Reimbursement will not be paid in cash but will be credited to the Contract. Manulife Investments is a division of The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company is the issuer of the Manulife Private Investment Pools - MPIP Segregated Pools (MPIP Segregated Pools) and the Manulife GIF Select insurance contract which offers the InvestmentPlus Series and the guarantor of any guarantee provisions therein. Manulife, Manulife Investments, the Block Design, the Four Cubes Design, and strong reliable trustworthy forward-thinking and InvestmentPlus are trademarks of The Manufacturers Life Insurance Company, and are used by it, and by its affiliates under license.

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