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2013 04April Monthly Edition Central Intelligence
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Court Reduces But Does Not Eliminate Discount of Estate's Fragmented Interest in Assets, Transfer of Life Insurance Policy in Exchange for LLC Interest Not a Transfer for Value for IRC §101(a) Purposes, President Obama Releases Fiscal Year 2014 Budget Proposals.
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2013 03March Monthly Edition Central Intelligence
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Transfer of Assets For Private Annuity (as Step Transaction) Triggers Gift Tax Under QTIP Rules, IRC §1035 Exchange Permitted For Survivorship Policy, IRS Releases New Version of IRS Form 1041 (U.S. Income Tax Return for Estates and Trusts).
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2nd Quarterly Central Intelligence 2013
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IRC §1035 Exchange Permitted for Survivorship Policy, Charitable Deduction Denied Due to Improper Valuation, IRS Publishes Inflation-Adjusted Items for 2013.
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Advanced Markets Contact List
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Meet the Team
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Learn about the John Hancock Advanced Markets Group.
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May 2013 Topic of the Month
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Click here to find out more about LIRP.
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JH Advanced Markets Radio Microsite
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Tune into our new microsite where you can listen to radio broadcasts with industry leaders. You can also search for specific topics and view the most popular shows.
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Retirement Needs Analysis Calculator
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Now you can easily show your clients their potential retirement income shortfall with John Hancock’s new online Retirement Needs Analysis calculator. This interactive calculator provides a short presentation customized for your client, and can also demonstrate how permanent life insurance can help close their income gap.
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Concept Navigator, Your AM Library on Demand!
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Click here to access a virtual library of advanced markets tools
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Business Analyzer
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How can you identify what non-qualified benefits plan will work the best for your clients? John Hancock’s new Business Analyzer can help. The Business Analyzer asks you a series of questions about your client’s situation to identify which plan might meet their needs. The new Business Analyzer is also compatible with mobile devices such as iPads, iPhones, and Droids. To give it a try, click here: www.jhbusinessanalyzer.com.
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Estate Tax Calculator
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Are you looking for a way to quickly show your clients the impact of estate taxes? Then take a look at John Hancock’s new online Estate Tax calculator. This new tool provides a short presentation customized for your client, and can also show a basic life insurance quote. Like many of our other tools, it is compatible with mobile devices such as iPads, iPhones, and Droids. To see this new calculator, click here: www.jhestatetaxcalculator.com.
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Invest in Your Lifetime with Protection UL
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Go to InvestInYourLifetime.com to use our interactive tool that graphs premium, death benefit, IRRs, cash values and life expectancy
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