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Steps -
1. Personal Information
2. Assets
3. Retirement Options
4. Income Payment

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Welcome

The Retirement Income Illustrator allows you to gain a better understanding of what you can expect to receive at retirement and determine which options best meet your needs. Here are the options available to you from the Welcome page.

Review your retirement options

Project your retirement income
View the illustration created for you based on your current group registered assets
Create an illustration
Open a saved illustration

Review your retirement options
At retirement, you will be faced with a very important decision… Which retirement option best meets your needs? To help you gain a better understanding of the options available to you, based on the type of assets you hold, this section provides you with an overview of all the options and their key characteristics.

topProject your retirement income

View the illustration created for you based on your current group registered assets
The purpose of this section is to allow you to immediately view the results of an illustration the system prepares for you. The system uses the information we have in our records and default values based on most commonly selected option. You can easily make changes to these values by accessing any one of the 4 Steps from the Results page.

Create an illustration - Our step-by-step approach allows you to specify all the information required to project your income at retirement based on your personal situation and needs.

In order to help you in completing your projection, default values are used for certain variables, such as retirement age. To further ensure an accurate picture of your projected retirement income, you can pre-fill the illustration with your current Manulife group registered assets and personal information.

Open a saved illustration - This section allows you to access any illustration saved over a six-month period. To open an existing illustration, simply click on the illustration name.

When you open an existing illustration pre-filled with your Manulife' group registered assets, the illustration will automatically be updated to include the latest personal and asset information available in our records.




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