John Hancock: ADVANCED MARKETS NEWS (July 2026)

Sep 2, 2026 • LTCI Partners

John Hancock: ADVANCED MARKETS NEWS (July 2026)

John Hancock

Taxes and legacy planning: Top resources to use today

We’re closing out our Advanced Markets resource series this month with a focus on taxes and legacy planning.

For high-net-worth clients, long-term care planning is about more than protecting against future care costs — it’s about preserving wealth, enhancing tax efficiency, and supporting a lasting legacy. Our new blog: “Keeping capital invested, protected, and purposeful” explains how LifeCare, our hybrid LTC product, helps integrate long-term care planning into a broader tax and estate strategy.

The following curated materials can support discussions, whether you're preparing for a meeting or following up with clients.

Client guides help explain the “why” behind key planning strategies in a clear, client-friendly way:

Because you asked provides answers to many of your frequently asked questions:

JH Solutions^®, featuring our proprietary illustration modules, supports deeper planning with structured, strategy-focused insights:

Our Advanced Markets team can offer you support with case consultations, design insights and educational resources — including tools and calculators you can bring directly to your clients.

Additional resources

John Hancock SalesHub

Central Intelligence

Stay informed on important court rulings and legislative updates that can affect our industry. Each month, this publication summarizes topics that can directly impact your business. This issue includes:

Expanding the QSBS exclusion through trust stacking
Treasury issues regulations qualifying Trump Accounts for annual exclusion gifts
Fifth Circuit affirms estate tax deficiency for failed family limited partnership
IRS issues final rules on Section 1035 exchanges

Read the latest

In case you missed it

Estate planning essentials: Top resources to use today

FOR AGENT USE ONLY. THIS MATERIAL MAY NOT BE USED WITH THE PUBLIC.

Insurance policies and/or associated riders and features may not be available in all states.

This material does not constitute tax, legal, investment or accounting advice and is not intended for use by a taxpayer for the purposes of avoiding any IRS penalty. Comments on taxation are based on tax law current as of the time we produced the material.
All information and materials provided by John Hancock are to support the marketing and sale of our products and services, and are not intended to be impartial advice or recommendations. John Hancock and its representatives will receive compensation from such sales or services. Anyone interested in these transactions or topics may want to seek advice based on his or her particular circumstances from independent professionals.
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. MLINY072826691-1

Planning Tips and Carrier News for Advisors