John Hancock Launches Tools for Producers Targeting Wealthier Customer Segments
Boston-based John Hancock Life Insurance's Advanced Markets Group has released two new tools for its producers who work with high net worth customers and small business owners.
Using the Business Analyzer, producers can help business owners determine the most appropriate non-qualified plan options available to help them address retirement and estate planning objectives both for themselves and key employees within their organizations. In addtion, an Estate Tax Calculator helps producers who work with individual high net worth clients project estate values and potential taxes.
"Whether it's appropriately funding retirement and compensation for a business owner and key employees or ensuring clarity about the potential impact of estate taxes, finding the right answer means asking the right questions," said Randy Zipse, VP and head of the Advanced Markets Group, in a statement. "With the Business Analyzer and Estate Tax Calculator, John Hancock has provided producers with sophisticated yet easy to use tools to help meet their clients' needs."
[Andrew Ross of John Hancock Retirement Services explains his philosophy when it comes to creating iPad apps for producers.]
Nathan Golia is senior editor of Insurance & Technology. He joined the publication in 2010 as associate editor and covers all aspects of the nexus between insurance and information technology, including mobility, distribution, core systems, customer interaction, and risk ... View Full Bio