Episode 59: Post-Tax Season Opportunities and Strategic Legacy Planning

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:

Reframing tax conversationsRethinking retirement assetsUsing life insurance as a tool for tax efficiency and legacy planning

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.

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