John Hancock has released a new version of the JH Solutions illustration software package.[@@]
The package can help financial advisors help explain complicated estate-planning, business-planning and retirement-planning products and strategies to clients, according to John Hancock, Boston, a unit of Manulife Financial Corp., Toronto.
The updated version includes 12 new modules on topics such as using deferred annuities in wealth transfer planning.
Users of the new version can create customized PowerPoint presentations for each client, according to John Hancock.