‘Tis the Season for Giving and Planning
In the spirit of the holiday giving season, you and your clients may have questions regarding charitable planning or gifting a life insurance policy to an individual or charity. In our updated Because You Asked on charitable planning, we answer some of the most common questions. For your philanthropic clients who own highly appreciated assets that they wish to sell — but are reluctant to pay the substantial taxes on the gain — a Charitable Remainder Trust (CRT) might be a viable option. With our new JH Solutions® module you can illustrate how using life insurance could benefit your client and their heirs.
- Charitable Planning Client Guide
- Because You Asked — Charitable Planning with Life Insurance
- NEW Charitable Remainder Trust Planning with Insurance sample module
The weather outside might be frightful, but John Hancock’s Advanced Markets team is here to help you with your clients’ planning. The following resources have been updated for 2024 and additional resources are available on JHSalesHub.com.