Hancock Talks

Tune in to the latest episode of Hancock Talks to help empower your success in the foreign-national space. Gain key planning insights for this growing market from a discussion featuring Ruth Mattson, a speaker and author on international estate planning topics and a partner at Boston’s Verrill Law, a firm that provides estate and tax planning to multinational clients and their families. Ruth and h...

While Life Insurance Awareness Month draws to a close, we’re making it easy for you to take advantage of the important insights it provided. Simply tune in to the latest episode of Hancock Talks, where we are joined by Elizabeth Caswell, Research Director, LIMRA and LOMA, and host Carly Brooks, Head of Advanced Markets at John Hancock as they dive into a timely discussion that can help you: Prospe...

Listen to the latest episode of Hancock Talks, where we are joined by Tim Pfeifer, President of Pfeifer Advisory LLC, and dive into a timely conversation about how recent changes to Indexed UL illustration guidelines may affect the industry. You’ll also gain insights on:  The history of IUL illustrations and how they’ve evolved over time  AG49-A’s recent changes and how the industry has responded ...

Tune in to this new episode of Hancock Talks as Neal Halder, Vice President and Chief Underwriter at John Hancock, discusses our latest underwriting initiatives, advances in the high-net-worth space and details that can help you grow your business, such as:  Total View Credits — and how our holistic approach can benefit your clients   Current trends — and their impact on the future of underwriting...

Tune in to a very timely episode of Hancock Talks to hear from Brooks Tingle as he steps into his new role. Many of you will know Brooks from his years leading John Hancock Insurance. Now you can learn how — from his new perspective leading the broader organization — he is building on our commitment to make decisions easier and lives better for you and your clients. The discussion with host Carly...

In the latest episode of Hancock Talks, Todd Steinberg, partner at Loeb & Loeb, joins Carly Brooks, Head of Advanced Markets at John Hancock, to share his deep expertise in the areas of fiduciary litigation and high-net-worth estate- and income-tax planning. Todd walks us through the typical IRS examination process and highlights some of the most common triggers for an estate-tax audit. This e...

Listen to the latest episode of Hancock Talks to hear how telling stories can help you connect with your clients — and communicate and clarify all that life insurance offers. Join John Hancock’s Mark Berry, Variable Life Vice President (and master storyteller), and Carly Brooks, Head of Advanced Markets. During this podcast, you will learn: What makes storytelling so important to the life insuranc...

Don’t miss 2023’s first episode of Hancock Talks, where Carly Brooks and Army Robinson dive into planning opportunities for the new year in light of today’s economic and tax landscape. Tune in for details on: Economic trends and legislative developments impacting clients’ priorities  How to address the protection gap despite economic challenges  Trends and changes affecting high-net-worth clients ...

In our latest episode of Hancock Talks, gain valuable insights that can improve your upcoming planning discussions. Kevin Blanton, Associate Counsel of our Advanced Markets team, discusses the 2022 developments that impact the planning landscape, what may be next and how clients can prepare despite unknowns, including details on: Current wealth-transfer strategies to meet today’s needs Actions cli...

John Hancock is the first carrier to offer life insurance customers access to the Galleri® test, a breakthrough early cancer screening tool. In this episode, we’ll explore the new collaboration that’s making this offering possible, how the pilot program works, and why John Hancock is making early cancer screening more accessible to customers. The Galleri test was developed by GRAIL — the newest pa...

We’re kicking off Life Insurance Awareness Month with insights from Lai-Sahn Hackett, Corporate Vice President of Insurance at LIMRA and LOMA. With a focus on the details research reveals about consumers' awareness of life insurance today — and what that means to us as we talk with clients — we explore: The latest on client perceptions about life insurance   What are the biggest opportunities in t...

Tune in to another timely episode of Hancock Talks to hear Alex Silva, Vice President & CFO of US Insurance at John Hancock, explore market volatility and rising interest rates and their impact on the life insurance industry. Gain insights on: The importance of a well-diversified, high-quality investment portfolio, including its relationship to interest rates How rising rates can impact John H...

Join us for a fascinating conversation with attorney and tax expert Marty Shenkman about the practical lessons estate planning and other financial professionals can learn from the Levine case – a precedent-setting tax court decision. Although the Levine case involved intergenerational split dollar, lessons learned from the case are helpful in other planning contexts. In this episode, we explore: *...

The tax-filing season presents an opportunity for planning discussions, since there is often important information clients can learn from the 1040 tax form — with your help. Tune in to hear Caroline Brooks, AVP & Counsel and Head of our Advanced Markets team, explain how details gleaned from the 1040 can be a catalyst for key planning conversations, such as: Insurance needs for life and long-t...

Don’t miss the opportunity to hear Marti Barletta, a best-selling author and marketing expert, as she talks about what women are looking for in a life insurance producer and provides insights and tactical solutions for building your referrals and book of business. This episode will explore: Why women represent an untapped sales market Women’s mindset and how it differs from male clients Tactics an...

Join us for an in-depth conversation about Brooks’ key priorities for 2022, his take on industry trends, and what it all means for sales opportunities for our firms and producers in the year ahead.  In this episode, we explore: The renewed consumer interest in life insurance and the overall impact on the industry  Shifts in the life insurance market and how John Hancock is positioning itself relat...

In this episode of Hancock Talks, Lindsay Hanson, Vice President, Head of Behavioral Insurance, discusses how to change the conversation around life insurance to living — and living well. Tune in to hear how this approach can improve customer experience and engagement to help you drive sales. In this episode, we will explore: Why now is the time to address the coverage gap by focusing on protectin...

In this episode of Hancock Talks, we focus on the estate-planning landscape and the impact of potential tax legislation, both today and during the year ahead. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss: Advantages of acting now to help your clients benefit from the present exemptions for estate and gift taxes — and the Generation-Skippin...

This episode discusses the importance of having a plan for long-term care, and how it can help mitigate the consequences associated with informal caregiving, including: How and why informal caregiving has become a “crisis” Why financial professionals should discuss the impact of a long-term care event with clients What factors clients should consider when planning for their potential need for long...

In this new episode of Hancock Talks, two knowledgeable and insightful guests — Michael Amoia, of Crump Life Insurance Services, and Michael Fontanini, of Lion Street — sit down with Carly Brooks, AVP & Counsel to discuss the sweeping tax law changes, which if enacted, would impact wealth transfer and trust planning. Help your clients understand what’s on the horizon, including: A summary of t...

Make this September the best Life Insurance Awareness Month yet by learning how to uncover new sales opportunities and overcome purchase barriers. We’re joined by Alison Salka, Senior Vice President and Director of Member Benefits Research, LIMRA, who will discuss the following topics: Why now is the time to talk about life insurance How innovation is helping close the life insurance gap Tips for...

This month we are discussing how John Hancock is making the buying process easier for our firms, producers, and clients. This episode will explore: Our latest, cutting-edge solutions which dramatically reduce the life insurance sales cycle The approach we’ve taken to tackle many of the traditional buying-process pain points How we’re delivering a more customer-centric experience     For Financial...

This month we are exploring how to avoid stalled deals and client procrastination with the goal of shortening the sales cycle and helping clients make a decision faster and with less effort. Our featured guest is Chuck Hollander, founder of Red Flag Advantage and past President and Chairperson of the Board of Forum 400.  Chuck has over 25 years of experience in financial services as a top producer...

Our newest podcast focuses on potential legislative changes that could affect small business owners, highlighting how they can set up plans today to navigate current and future needs. We’re joined by Caroline Brooks, head of Advanced Markets and AVP and counsel for John Hancock Insurance, who will share insights on: Protecting against the loss of a key person in your organization How proposals may...

Don’t miss this opportunity to hear Steve Herlihy, a Partner with Wellspring Associates and an avid Vitality member, as he talks about his personal experience with John Hancock Vitality PLUS and how he positions the program with his high-net-worth clients. In this episode, we will also explore: New member data at the program’s five-year milestone showing positive health outcomes Insights on how Vi...