This month on Hancock Talks we welcome Meg Patterson, an attorney with John Hancock’s Advanced Markets team, to discuss how to turn tax conversations into opportunities for broader wealth planning.Meg shares practical guidance on:<ul><li>Reframing tax conversations</li><li>Rethinking retirement assets</li><li>Using life insurance as a tool for tax efficiency and legacy planning</li></ul>This episode offers financial professionals actionable insights to help clients move from understanding last year’s results to making strategic choices about what comes next.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.MLINY042826873-4

Episode 60: Elevating wealth management through better client conversations

Now there's an easy way to gain ideas that can help grow your business. Our informative podcast series designed for financial professionals offers insights into life insurance trends and opportunities — both in the industry and at John Hancock—with a focus on tactics that can help drive your life insurance sales. 

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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