John Hancock Unveils Tools for HNW Clients, Small Business Owners
July 30, 2012 by Warren S. Hersch
July 9, 2012 •
The Advanced Markets unit of John Hancock Life Insurance Company, Boston, has developed two technology tools that aim to help producers better meet the needs of key client groups: high net worth customers and small business owners.
One tool, Business Analyzer, lets producers help business owners determine the most appropriate non-qualified plan options available to help them address retirement and estate planning objectives for themselves and for key employees.
The second tool, Estate Tax Calculator, projects estate values and potential estate taxes due by high net worth clients. Click here to read more…
Originally Posted at LifeHealthPro on July 9, 2012 by Warren S. Hersch.
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