In this new episode, Meg Patterson, an attorney on John Hancock’s Advanced Markets team, breaks down how to leverage the post-tax season window and how it can strengthen your planning conversations.
You’ll hear about navigating recent tax legislation changes, strategic retirement asset management, and the role of life insurance in comprehensive legacy planning.
Subscribe to "Hancock Talks" today on Apple Podcasts, or wherever you listen to podcasts!
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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.
