October 26, 2020
Click here to listen to the podcast
Tax attorney Alan Brown was recently a guest on the podcast series Hancock Talks by John Hancock. Listen to the podcast to learn about planning opportunities in a record-low interest rate environment. Alan discusses strategies he’s utilizing to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment. He covers topics such as the following:
- Why now is an opportune time for clients to be doing estate planning
- Planning methods that address estate-tax and asset-protection concerns
- Techniques that benefit from low interest rates
- How life insurance factors into this type of planning
- Marketing tools and materials to help deepen your understanding and grow your sales
