John Hancock Investment Management: Resources to serve business owners

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. Become your business-owning clients’ most trusted advisor ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ [Logo]( A better way to grow your practice: acquiring and serving business owner clients [RINV-54783_Morningstar Edirect Email Oct2024-Chart-520 × 215-02.jpg]( At John Hancock Investment Management, we’re committed to providing you with the education, tools, and resources to support you and your business owner clients. Explore how to tap into a client base that could present an abundance of new asset opportunities. Did you know that: - 80% of owners’ wealth is locked up in their business?1 - 51% of privately held companies are owned by baby boomers2 - 74% of business owners plan to exit in the next 10 years, and this is a $14 trillion opportunity1 - 78% of business owners have no formal ownership transition plan1 John Hancock Investment Management wants to be the firm you turn to for help with this potentially lucrative client segment—from learning about the opportunities with business owners to developing your go-to-market strategy, communicating your value to business owner clients, a client seminar, and more. [Learn more]( We invite you to reach out to us at 800-225-6020 to discuss how we might share our tools and resources that may help offer new ways to grow your practice with business owners. [Logo]( Sign up at jhinvestments.com to research and compare funds from across the industry, create a personalized dashboard, explore timely thought leadership, and more. 1 Exit Planning Institute®, National State of Owner Readiness ReportTM, 2023. 2 Dealware, M&A Market Survey, 2022. John Hancock Investment Management is not affiliated with the Exit Planning Institute (EPI). This material does not constitute financial, tax, legal, or accounting advice, and neither John Hancock nor any of our agents, employees, or representatives are in the business of offering such advice. It was not intended or written for use, and cannot be used, by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Investors interested in these transactions or topics should seek advice based on their particular circumstances from independent professional advisors. John Hancock Investment Management Distributors LLC, Member FINRA, SIPC, 200 Berkeley Street, Boston, MA, 800‐225‐6020, jhinvestments.com. Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY. THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC. MF3867537 ASBOC-MST 10/24 © 2024 The Manufacturers Life Insurance Company [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602