Episode 23: Uncovering planning opportunities with a 1040
The tax-filing season presents an opportunity for planning discussions, since there is often important information clients can learn from the 1040 tax form — with your help. Tune in to hear Caroline Brooks, AVP & Counsel and Head of our Advanced Markets team, explain how details gleaned from the 1040 can be a catalyst for key planning conversations, such as:
- Insurance needs for life and long-term care
- Supplementing retirement income
- Opportunities to mitigate future taxes
For financial professional use only. Not intended for use with the general public.
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.
MLINY041322770-4