[PODCAST] Planning Opportunities in a Record-Low Interest Rate Environment from John Hancock

Learn why now is the time for your high-net-worth clients to take advantage of today’s low interest rates. Our guest on this episode is Alan Brown, a partner at the law firm Hunter Maclean, who discusses strategies he’s utilizing today to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment. In the latest episode, you’ll gain insights on:

• Why now is an opportune time for clients to be doing estate planning
• Planning methods that address estate-tax and asset-protection concerns
• Techniques that benefit from low interest rates
• How life insurance factors into this type of planning
• Marketing tools and materials to help deepen your understanding and grow your sales