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The Tools You Need   Our sales kits provide you with the tools you need to learn about the concept, identify the client from your current book of business, and have a piece to leave behind.

Many small, closely held businesses do not continue after the first generation, often due to a lack of Succession Planning. In many cases, owners of these businesses want the business to stay with the remaining owners or family members and need a way to protect the business in case of sudden death, retirement, or disability.  One way to do so is to fund a succession plan with life Insurance.  To request a kit please e-mail advancedmarkets@jhancock.com  IM1437 KIT

Without an estate plan, estates could dwindle as a result of taxes and other wealth transfer costs. Minimizing estate taxes should be a primary estate objective. This kit highlights basic tools and sophisticated planning options that can help.  advancedmarkets@jhancock.com  IM1285NYNA KIT

Life Insurance can be an economical tool in the wealth transfer plan of a preservation-oriented landowner.  It can help to maintain the economic value of the land while potentially providing heirs with the liquidity needed to equalize inheritance or pay estate taxes.To request a kit, please e-mail advancedmarkets@jhancock.com.  IM1429 KIT

Section 6166 Kit

Liquidity to meet the estate tax burden can present a challenge for the estate of the owner of a closely held business.  The option to defer some estate taxes and then pay it in installments through the use of a tax election under IRC §6166 can be useful in the right conditions. To request a kit, please e-mail advancedmarkets@jhancock.com.  IM1484 KIT

Charitable Planning with Life Insurance Mini Kit

Making charitable gifts can help your clients not only to achieve their charitable objectives, but also to preserve their personal wealth. Life insurance can greatly leverage the benefits of charitable gifts, whether by a simple gift of a life insurance policy to a charity, or through more complex planning techniques such as Charitable Lead and Charitable Remainder Trusts.  To request a kit, please e-mail advancedmarkets@jhancock.com.  IM1355 KIT

Charitable Remainder Trust Mini Kit

Making charitable gifts to a Charitable Remainder Trust (CRT) can not only help people achieve charitable their charitable objectives, but also preserve personal wealth.  When using a CRT, both the donor and the charity can benefit from the assets given away. To request a kit, please e-mail advancedmarkets@jhancock.com.  IM1351 KIT

Financing Options Mini Kit

Funding a large life insurance need may create gift tax and liquidity issues.  The use of financing techniques may help to provide the liquidity needed while minimizing or eliminating gift taxes and/or other taxes associated with the liquidation of assets to fund premiums.  advancedmarkets@jhancock.com.  IM1473 KIT

Maxes Mini Kit

By using an asset repositioning approach in wealth transfer planning, one may be able to transfer more to heirs while maintaining or increasing income.  advancedmarkets@jhancock.com.  IM1475 KIT