John Hancock Campaign Provides Info and Tools for 529 Sales

According to a John Hancock announcement, the main components of the campaign, titled “Explore, Dream, Discover,’ include distribution of direct mail and sales ideas for the professionals and a lunchbox kit they can leave with clients. The mailings and sales ideas will be sent out from now through the week of September 17.

The Explore, Dream, Discover lunchbox kit offers useful tools for the college savings discussion and information about John Hancock Freedom 529, as well as back-to-school themed giveaways, the announcement said. John Hancock Freedom 529 is a national Section 529 college savings plan offered by the Education Trust of Alaska and managed by T. Rowe Price, and is distributed by Hancock Distributors LLC, through other broker/dealers that have a selling agreement with John Hancock Distributors LLC.

“A recent change in the “kiddie” tax – making it less attractive from a tax standpoint to save money in a child’s name – makes 529s stand out and gives the campaign even more timeliness,” said Diana Scott, Senior Vice President and General Manager of John Hancock College Savings, in the announcement. “Our hope is that the combination of information, tools and fun giveaway items helps generate adviser interest for a great busy season; we really want to give them everything they need to leverage the opportunity.”