Many clients have a desire to leave a “legacy with purpose,” such as preserving a beloved family vacation home, or enabling beneficiaries to access funds to pay for education, start a business, or purchase a home. By combining life insurancewith an irrevocable trust, your clients can help secure a legacy that allows them to spend down their retirement assets more freely and define how inherited wealth is used.
Get the conversation started today:
- Identify prospects who would like to leave an inheritance to their loved ones
- Educate your clients on the value of permanent life insurance combined with trust planning can help to accomplish specific goals
- Work with John Hancock to develop a customized plan that can help meet your client’s specific wealth transfer needs