Longevity planning worksheet and checklist
Leverage this Longevity planning worksheet and checklist to create a plan for yourself or to help your parents create their longevity plan. It is important to share any plans with relevant family members or loved ones so that they can make sure that your wishes are carried out the way that you want.
Approved for use with investors
Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.