Episode 10: Get a jumpstart on 2021 with insights from Advanced Markets

In this episode of Hancock Talks, we are dissecting the potential impact the presidential election could have on wealth-transfer strategies for your high-net-worth (HNW) & high-income clients. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss:

  • Wealth-transfer strategies for HNW clients to take advantage of today
  • Opportunities to consider specifically for high-income clients
  • President-elect Biden’s proposals and how likely it is that legislative changes will occur
  • Ideas and resources to help put the tactics presented into action

 

For Financial Professional Use Only. Not intended for use with the General Public.

Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.

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