B O N U S S U P P L E M E N T I N F O C U S I N F O C U S Infocus BONUS Supplement S U P P L E M E N T B O N U S Not sure what you re looking for? Adviser Use Only
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Finding what you need can sometimes be frustrating......especially when you re not exactly sure what you re looking for. National Margin Lending Value of Advice Insurance Investments/Platform That s why this handy guide groups the marketing sales tools available on EasyOrder*, into investment, insurance, debt and value of advice categories. These tools are also divided into whether they are for you or your clients. Keep this reference guide in your office or briefcase and do away with the endless digging. * Unless specified otherwise. 2 4 6 8 10
For you MLC Mortgage Solutions Finding a loan that s right for your client #54112 Provides you with an introduction to the MLC Mortgage Solutions offer, what the service provides and the process for introducing your clients. Debt Smart CD There are better ways to use borrowed money # 53046 Provides information and support materials covering each stage of your interaction with clients. It includes a debt modeller to concurrently model debt reduction and wealth creation strategies. To obtain a copy, visit AdviserCentral or contact your MLC representative. National Margin Lending (adviser welcome kit) Issued to you by National Margin Lending. It contains a Quick Reference Guide, Frequently Asked Questions and information on how to assist your clients to manage their National Margin Lending Facility. For a copy of the welcome kit call National Margin Lending on 1300 135 145. 3
For your client Debt Smart Strategies for debt management # 52620 Provides a range of strategies for managing effi cient and ineffi cient debt. Also discussed are key benefi ts, including tips and traps of each strategy. Margin lending set your sights higher #53276 A brochure demonstrating how gearing can improve a clients fi nancial position over the long term. Set your sights higher with margin lending Build wealth via debt recycling National Margin Lending Value of Advice Insurance Investments/Platform #53012 Explains the gearing concept, and using margin lending as a strategy to improve a clients fi nancial position over the long term. #53010 Assists in explaining how to reduce ineffi cient debt while building long term wealth, tax effectively. National Margin Lending (product summary) National Margin Lending (brochure kit) Operating your National Margin Lending Facility #53795 A client facing brochure providing a summary of the key features and benefi ts of National Margin Lending. #52630 All you need to know about establishing a National Margin Lending Facility, including the National Margin Lending Facility Terms and Application. #54178 This brochure is designed to assist both you and your clients with the ongoing management and operation of a National Margin Lending Facility. 4 6 8 10
For you Facts & Figures #52033 This handy reference guide contains all the latest information on tax, superannuation, income streams and social security. Meet the clients #53840 Your guide to the thirty somethings, baby boomers and seniors market segments. It uses current and relevant market research to give you some insight into people of different ages and helps you put yourself in your clients shoes. 5
For your client Value of Advice Insurance Investments/Platform Value of advice series: Thirty Somethings #51312 Baby Boomers #53732 Seniors #53734 This range of strategy guides is available for the key market segments thirty somethings, baby boomers and seniors. These guides offer real-dollar case studies to show how people of all ages can benefi t from holistic fi nancial advice. Value of advice (audio CD) #54169 An audio CD clients can take home with them, explaining the benefi ts of planning for the future. MLC MasterKey Business Super Plan for a Super Future #53029 This guide includes fi ve steps to successful investing in superannuation. Strategy guides: Wealth Creation #50900 Debt Smart #52620 Superannuation #51153 Clever year-end strategies #53190 Retirement #51238 Estate planning Coming soon Provides you with specialised technical information in everyday language. 6 8 10
For you MLC Wealth Protection award winning solutions #53820 This brochure has been developed to explain the MLC Protection Story. Application Tracking Online #53527 This guide shows how Application Tracking Online provides real time information on your clients new business application for personal superannuation, retirement income and insurance via mlc.com.au Income Protection concept card #50913 Critical Illness concept card #50912 These provide snapshots of customer claims information, showing claimants come in all shapes and sizes. On the reverse are samples of comments received from claimants and their families. Other MLC Protection awarded year after year after year... #54019 A fl yer summarising the awards MLC Protection has won from 2002 to date. How MLC won Personal Investor of the Year Award 2005 #54050 An independent article written by Rice Walker Actuaries. The complex business of insurance product ratings #54027 A short booklet which provides insight on the complexity and subjectivity of research house ratings. Remuneration principles for protection policies #51171 A concept card about substitute business rules and other remuneration principles for protection policies. Level term insurance how does the cost compare? #50751 A concept card comparing stepped and level premiums. 7
For your client Insurance product sales flyers: MLC Personal Protection Portfolio It ll never happen to me #20498 MLC Income Protection Suddenly no income. How are you going to cope? #53030 MLC Critical Illness Protection Rest assured you are protected #53031 MLC Critical Illness Insurance A protection plan for women #20497 Wealth Protection strategy guide #52891 Provides you with specialised technical information in everyday language to give to your clients. Insurance Investments/Platform MLC Life Cover Can you afford to leave your family unprotected? #20222 For business clients: MLC Personal Protection Portfolio Securing the future of your business #50208 Income Protection for Farmers #54218 8 10
For you MasterKey Custom More than just a platform #52829 An introduction to how MasterKey Custom helps cater to your clients sophisticated needs, while still providing you with a simple, effi cient platform. MasterKey More than just a platform #52831 An introduction to how MLC MasterKey can help you meet the needs of a wider range of clients, and speed up the processes that can sometimes hinder your business growth. Explaining MLC s manager of managers investment process #52806 Your detailed guide to how MLC constructs and implements its multi-manager portfolios, and what sets MLC s approach apart from others. 9 For MasterKey Business Superannuation materials please contact your MLC representative.
For your client Horizon Series: Toolkit (all flyers) #52007 Horizon 1 #52002 Horizon 2 #52011 Horizon 3 #52012 Horizon 4 #52013 Horizon 5 #50964 Horizon 6 #52014 Horizon 7 #52654 A series of seven fl yers to demonstrate to clients the many layers of diversifi cation and features available within the Horizon Series portfolios, including asset and manager allocations. Order fl yers seprately or a complete set. Annual Horizon (CD-ROM) MLC Long-Term Absolute Return Portfolio #54140 A brochure demonstrating MLC s latest portfolio, including some of its unconventional strategies. Strategic Asset #54115 This includes the latest asset and manager allocations for the MasterKey Horizon Series and MLC multi-manager sector and style funds. Tune into the world s best #54148 A short pamphlet highlighting the benefi ts of MLC s multi-manager investment approach. Strategy Guides: Wealth Creation #50900 Superannuation #51153 Retirement #51238 Estate Planning Coming soon MLC offers a range of investment strategy guides, covering: wealth creation superannuation retirement, and estate planning Provides you with specialised technical information in everyday language to give to your clients. Investments/Platform #53845 A multimedia review tool, containing video footage of some of MLC s investment managers, fully scripted presentations and commentaries of each of the MLC Horizon Series portfolios. Soft copies of comments and presentations are available on mlc.com.au each quarter. Tuning into the world s best #54286 A more detailed booklet, explaining the process behind MLC s multi-manager investment approach for the client who wants to know more. 10
Current product offer documents You can order and keep up to date with the latest Product Disclosure Statements (PDSs), Financial Adviser Guides and other product documents at: mlc.com.au > Adviser logon > Business Management > Current offer documents How to order brochures Go to: mlc.com.au > adviser login > business management > order brochures and forms; or masterkeycustom.com.au > forms and kits > order brochures and forms. For a full listing of items refer to the Browse section on the left-hand side of the page. Ordering brochures, forms and PDSs from MLC has never been easier. EasyOrder is available on mlc.com.au or masterkeycustom.com.au, and all you need to do is register. And, once you re registered, EasyOrder can: pre-populate your delivery details show you a history of your previous orders save regular orders as Favourites, saving time when you re re-ordering. 54321 MLC 07/06