Check out John Hancock’s podcast which focuses on potential legislative changes that could affect small business owners.
As part of your general tax planning, don’t overlook the importance of helping clients create a flexible and versatile estate plan. Planning should take into consideration the effect of taxes after a client’s death … their legacy plan. Help clients protect the wealth they’ve built using strategies in these materials.
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Although, life rarely goes as planned, life insurance can help make your retirement the exception. Read More.
Having conversations with your clients about long-term care is important, but discussing this topic with your female clients is critical. Read More.
Start thinking about long-term care insurance options while you’re healthy and begin the process of making crucial decisions now.
Discover how life insurance can help address the four facets of retirement planning: Foundation, Accumulation, Income, Unanticipated Risk.