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Advanced Markets Overview Title
 

Providing you with the tools you need to close cases

 
 
 
Monthly Edition Central Intelligence - August 2009

No deduction for interest on life insurance policy; Transfers to LLC ruled indirect gifts subject to gift tax; Taxpayer not responsible for income on 1099-R

 
Special Edition Central Intelligence - June 2009

New Guidance on COLI Best Practices - Compliance by June 15, 2009.

 
Quarterly Edition Central Intelligence - July 2009

Transfers of LLC Interests Results in an Indirect Gift; Charitable Trust Liable for UBTI on Securities; Favorable Ruling on Trust Owned Split-Dollar Arrangement; Case-In-Point: Private Financing.

 
Monthly Edition Central Intelligence - May 2009

Investor Originated Life Insurance; IRS Issues New Actuarial Tables based on Updated Life Expectancy Tables; Sensible Estate Tax Act of 2009; Case-In-Point: Creating an Asset Class with Protection SUL-G.

 
Because You Asked - The Taxation of Long Term Care

As the end of 2009 approaches, it is time to take another look at the PPA's coming changes to long-term care insurance.

 
Because You Asked - State Estate Taxes

State Estate Taxes after 'Decoupling' from Federal Estate Taxes.

 
Because You Asked - Declining Interest Rates

Low interest rates, including the IRS' Section 7520 rate, can have a significant impact on an individual's estate planning process.

 
Because You Asked - Deduction of Losses from a Variable Annuity

Examining scenarios when clients may be able to deduct losses from a Variable Annuity.

 
Advanced Markets Contact List
 
Meet The Team

Learn about the John Hancock Advanced Markets Group.

 
   
The John Hancock Needs Analysis Tool

Click here to calculate HOW MUCH life insurance with our new Needs Analysis Tool.

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Case in Point- Real Life Cases
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November 2009 Topic of the Month

The John Hancock Advanced Markets Group has created an ensemble of educational tools to demonstrate various types of charitable techniques that work well with life insurance to help synchronize different client objectives

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At John Hancock, Life Comes In All Ages.

Take a look at our suite of Advanced Sales ideas that can be used with the younger ages.

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JH Advanced Markets Radio

Today we are re-airing a prior broadcast with Steve Oshins on valuation discounts now available in Nevada. Next week we will have Steve's father, Dick Oshins, on the show referring back to this broadcast.

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Invest In Your Life Pocket Calculator
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Advanced Markets Planning Strategies at a Glance
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2009 Fingertip Tax Guide
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Insurance policies and/or associated riders and features may not be available in all states.

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 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.

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