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Advanced Markets Overview Title
 

Providing you with the tools you need to close cases

 
 
 
Quarterly Edition Central Intelligence: January 2010

Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care; IRS releases 409A document correction program

 
Monthly Central Intelligence: December 2009

House passes Estate Tax Bill; Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care

 
Monthly Central Intelligence: November 2009

Federal tax limits for 2010; Pension Plan limits and amounts for 2010; Life insurance policy surrender results in Ordinary Income; STOLI lawsuit dismissed in California case; Final regulations under Section 2053; Inherited IRAs and Prohibited Transactions.

 
Because You Asked - Duties of Trustees of Irrevocable Life Insurance Trusts (ILITs)

Discusses the responsibilities of the trustee of an ILIT

 
Because You Asked - What Does the Temporary Estate Tax Repeal Mean?

What does Estate Tax Repeal really mean for planning in 2010?

 
Because You Asked - State Estate Taxes

State Estate Taxes after 'Decoupling' from Federal Estate Taxes.

 
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Meet The Team

Learn about the John Hancock Advanced Markets Group.

 
   
The John Hancock Needs Analysis Tool

Click here to calculate HOW MUCH life insurance with our new Needs Analysis Tool.

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Case in Point- Real Life Cases
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January 2010 Topic of the Month

Take a look at our summary, by State, of how a permanent life insurance policy's cash values may be protected from the claims on creditors.

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At John Hancock, Life Comes In All Ages.

Take a look at our suite of Advanced Sales ideas that can be used with the younger ages.

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JH Advanced Markets Radio

Click here to see a special JHAM LIVE video episode--- a 'spoof' newscast on estate tax repeal with commentary by a cast of characters in the court of 'public opinion'.

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Advanced Markets Planning Strategies at a Glance
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2010 Fingertip Tax Guide
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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.

This material does not constitute tax, legal or accounting advice and neither John Hancock nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Comments on taxation are based on John Hancock’s understanding of current tax law, which is subject to change. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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