Tips on Starting Long-Term Care Discussions with Clients
Help clients feel more relaxed and confident discussing their future care needs. Nationally recognized gerontologist and expert on aging and retirement, Dr. Sandra Timmermann, provides a new and unique way of presenting the value of long-term care protection products. Download the whitepaper.
Advanced Markets – A Better Way to Plan for Estate Taxes
The recent tax law changes have caused a lot of your clients to question whether they need to plan for estate taxes. Perhaps a better question for many of these folks is not whether to plan for estate taxes, but how to plan for estate taxes in an uncertain environment. Read more.
Podcast: How Much Do You Know About Domestic Asset Protection Trusts?
Steve Oshins, Esq., AEP (Distinguished) is an NAECP Hall of Fame® inductee and a specialist in the area of asset protection. While tax laws change, asset protection is always a relevant topic. Would you know when to refer your clients to a specialist like Steve? Are you familiar with Domestic Asset Protection Trusts and how various state statutes affect the type of trusts that can be established? Listen in as Steve and Randy discuss general background on asset protection trusts and how they can serve to appropriately insulate wealth. Listen at advancedsalesinsider.com or on iTunes or Spotify.
The Market Doesn’t Care When Clients Retire
Lead actionable client conversations about how market volatility can impact retirement income. Get the Talking Points.
Video and More: Introducing JH Vitality HealthyMind
We’re taking the John Hancock Vitality Program to the next level with the new HealthyMind benefit. Now, your clients can save money and get rewarded by meditating and getting a good night’s sleep. And recognizing the strong connection between healthy finances and overall wellness, we’ve also expanded the John Hancock Vitality Program to provide Financial Fitness content to your clients, including helpful tips for planning and saving. HealthyMind is just another way we’re adding value to your life insurance recommendation, while helping your clients have a healthy mind, a healthy body, healthy finances, and a healthy life. Learn more.
Don’t Overestimate What Consumers Know About Life Insurance
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