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John Hancock Freedom 529 is a nationally available 529 savings plan that helps your clients save for college. 529 savings plans such as John Hancock Freedom 529 offer your clients tax-deferred growth and federal tax-free distributions,1 and can be used to pay for education costs at any eligible higher education institution.
John Hancock Freedom 529, however, goes beyond typical 529 savings plans. With John Hancock Freedom 529, your clients can enjoy the federal tax benefits, as well as a multi-managed platform that offers diversification through manager, style, and asset class. While some college savings plans offer access to a limited number of mutual funds, or funds from a single fund family, John Hancock Freedom 529 draws from a broad range of funds and managers from some of the country's leading money management firms.
This allows your clients to receive professional investment selection and management to help maximize their investment opportunities, while effectively managing risk. John Hancock Freedom 529 offers a choice of 4 investment strategies: Enrollment-Based, Static, Lifestyle and Individual Portfolios, using 22 unique investment portfolios, and access to more than 30 investment managers. And because asset allocation can be a key to successful long-term investing, John Hancock Freedom 529 offers multiple asset classes to enable Account Holders to properly diversify.
John Hancock Freedom 529 offers the confidence of knowing your clients' assets are managed by experienced investment professionals, according to carefully planned asset allocation strategies. This provides a level of oversight and objectivity not offered by 529 plans invested in a single fund family. Your clients also enjoy the security and confidence of investing with a stable, well-established financial services leader with a solid reputation for excellence.
Review our unique manager-of-managers investment approach.
Choose from four investment strategies designed to meet individual needs: Enrollment-based Portfolios, Static Portfolios, Lifestyle Portfolios, or Individual Portfolios. See more in-depth portfolio information on the individual portfolio fact sheets.
Share simple steps with your clients to help them start saving for college today.
Current account holders can sign up to receive their statements electronically.
1 State tax laws and treatment will vary. Earnings on non-qualified distributions will be subject to income tax and a 10% federal penalty tax.
John Hancock Freedom 529 is distributed by John Hancock Distributors LLC, which is an affiliate of John Hancock Funds LLC, the distributor of John Hancock Investments.
There may be 529 plans offered by the account holder’s or beneficiary’s home state that offer potential state income tax or other benefits to its residents that should be considered before investing. Please call 866-626-8529 to obtain a Plan-Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Your clients should read the Plan Disclosure Document carefully prior to investing.
John Hancock Freedom 529 is a college savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2016 John Hancock. All rights reserved.
529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK OR STATE GUARANTEED.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.