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Turn Tax Time Into Financial Planning Time

Capture Accountant

Tax time is now upon us, and the good people over at John Hancock want to help you and your clients turn this time of year into a great financial planning opportunity.They have devised two financial tools to help you reconnect with your clients to review their previous year’s statement.

1040 Tool Kit

Take the guess work out of reviewing income tax statements by using John Hancock’s 1040 kit. The toolkit includes simple instructions, overlats, and fillable worksheets to take the guesswork out of finding insurnace opportunities. CLICK HERE to open the 1040 Tool Kit

Fingertip Tax Guide

Do you need a handy reference guide to estate tax and income tax rates? Look no further than the Fingertip Tax Guide. CLICK HERE to open the 2016 Fingertip Tax Guide

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