Sales Concepts

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.



New Insurance Planning for Women Program

At John Hancock, we understand that Women represent a diverse and multifaceted segment of the financial planning marketplace. That's why we are excited to introduce our "Insurance Planning for Women" Program. This program provides you with materials and tools that highlight the unique financial risks and challenges facing women.

Succession Planning

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.  IM6002 KIT

Estate Planning

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.  IM1285NYNA 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. IM1475 KIT


For Agent Use Only. This material may not be used with the public.

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.

Insurance products are issued by: John Hancock Life Insurance Company (U.S.A), Boston, MA 02210 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.