Today we are joined by Mark Berry, Variable Life Vice President at John Hancock, as he draws on his over 20 years of experience in the life insurance industry to share how you can prepare clients for what many cite as their number one financial surprise in retirement — taxes. Join us to learn more about:
- The common tax surprises at retirement
- Important insights about three typical retirement income buckets
- The unique tax advantages and hedging that life insurance can provide
INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT 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.
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