The campaign’s main component is direct mail and sales ideas for investment professionals and a lunchbox kit containing information on college savings that they can give to clients.
“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.
“Our hope is that the combination of information, tools and fun giveaway items helps general adviser interest for a great busy season,” Scott added. “We really want to give them everything they need to leverage the opportunity.”
