John Hancock Launches Sales Tool Kit Highlighting Benefits of
Estate Planning
Advanced Markets Planning Tool Examines Fundamentals and Techniques of Estate
Planning
BOSTON, March 4 /PRNewswire-FirstCall/ -- As part of its ongoing effort to
provide financial advisors with resources to help their clients, John Hancock
has introduced a new estate planning sales tool kit. The kit features a broad
range of materials, including descriptions of different planning techniques,
from the simple to more advanced, that advisors can use to help clients protect
their assets and increase the amount left to heirs. The techniques covered
include gifting programs, trust arrangements, and using annuities, IRAs and
qualified plan assets for estate planning. The kit also provides examples of
when the techniques may be best applied to meet specific client needs.
"We understand the importance of putting a proper estate plan in place to help
clients preserve their estate and pass on a meaningful legacy to their heirs,"
says Robert A. Cook, Executive Vice President, John Hancock Life Insurance.
"This kit will offer advisors a way to educate clients about estate planning,
and serve as a resource as they work with clients to implement various estate
planning options to preserve wealth and effectively transfer assets from one
generation to the next." John Hancock's estate planning sales tool kit includes an estate planning
guide, a guide to settling an estate, an estate tax calculator and fact
finders, plus a CD-ROM with all the materials. It comes with comprehensive
support from one of the industry's leading Advanced Markets groups. The kit is
available from Advanced Markets at (888) 266-7498, option 3, or via email at .
About John Hancock and Manulife Financial John Hancock is a unit of Manulife Financial Corporation, a leading
Canadian-based financial services group serving millions of customers in 19
countries and territories worldwide. Operating as Manulife Financial in Canada
and most of Asia, and primarily through John Hancock in the United States, the
Company offers clients a diverse range of financial protection products and
wealth management services through its extensive network of employees, agents
and distribution partners. Funds under management by Manulife Financial and
its subsidiaries were Cdn$348 billion (US$289 billion) as at December 31, 2004. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and
under '0945' on the SEHK. Manulife Financial can be found on the Internet at
http://www.manulife.com/.
The John Hancock unit, through its insurance companies, comprises one of the
largest life insurers in the United States. John Hancock offers a broad range
of financial products and services, including whole life, term life, variable
life, and universal life insurance, as well as college savings products, fixed
and variable annuities, long-term care insurance, mutual funds and various
forms of business insurance.
Insurance products are issued by the following John Hancock insurance
companies: John Hancock Life Insurance Company, John Hancock Variable Life
Insurance Company*, John Hancock Life Insurance Company (U.S.A.)* and John
Hancock Life Insurance Company of New York.
*Not licensed in New York. DATASOURCE: John Hancock CONTACT: Pam Kruh of John Hancock, +1-617-572-0558 Web site: http://www.jhancock.com/ http://www.manulife.com/
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