Hancock Talks

Join us for this month’s episode of Hancock Talks as Dr. Magdalena Kluchko, Chief Medical Director at John Hancock, shares her expert perspective on how ongoing changes in underwriting are reshaping risk assessment and influencing your cases. This conversation offers valuable insights to help you better understand underwriting decisions and enhance client outcomes. Tune in to learn: Smarter decisi...

Join us for this month’s episode of Hancock Talks as Jagruti Panwala, financial strategist, entrepreneur, and industry leader, shares her practical perspectives on building trust, simplifying complex planning, and supporting the evolving needs of high-net-worth business owners. Tune in to learn how to: Build stronger client trust: How shared experience and industry alignment can create deeper conn...

This month on Hancock Talks we welcome Meg Patterson, an attorney with John Hancock’s Advanced Markets team, to discuss how to turn tax conversations into opportunities for broader wealth planning. Meg shares practical guidance on: Reframing tax conversations Rethinking retirement assets Using life insurance as a tool for tax efficiency and legacy planning This episode offers financial professiona...

In this episode of Hancock Talks, host Mike Bellig is joined by Tracey Ullom, Lead Counsel and Head of John Hancock’s Advanced Markets to break down the biggest themes shaping conversations this year. With evolving economic conditions, legislative changes, and shifting client demographics, Tracey offers guidance for financial professionals looking to stay ahead. Why you should tune in: A new lens...

In this episode, Lindsay Hanson, CMO at John Hancock and Global Head of Behavioral Insurance Strategy at Manulife, invites us to take a closer look at the Longevity Preparedness Index — a groundbreaking framework designed to help financial professionals and individuals take a more holistic approach to aging. Why you should tune in: See the full picture: The report covers health, care, housing, soc...

In this episode of Hancock Talks, host Mike Bellig is joined by Sarah Young, AVP of New Business Operations, and Kim Parsons, General Director of Life Underwriting. Together, they explore the important role the buying journey plays in the sales cycle. Why you should tune in: Faster decisions: Discover how digital applications and John Hancock ExpressTrack® can help you close cases faster and get p...

In this episode of Hancock Talks, we’re excited to welcome Kartik Sakthivel, CIO at LIMRA and LOMA, and Mike Bellig, our new host. Together, they explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients.  Why you should tune in:  Win over Gen Z & Gen Alpha: Discover how AI can he...

Join us for this month’s episode of Hancock Talks as host Carly Brooks talks with Dr. Magdalena Kluchko, a board-certified Internist and Medical Director at John Hancock. Gain valuable insights that can elevate your practice, from the essential role medical directors play in the insurance industry to medical developments that could impact your clients. Tune in to explore: Enhancing underwriting de...

Tune in to this month's episode of Hancock Talks, where we’re joined by Adrienne Penta, a nationally recognized expert in estate planning, family governance and multigenerational wealth education. Adrienne shares essential insights to help you guide your clients through the anticipated $70 trillion wealth transfer to the next generation. You’ll learn how to:   Guide multi-generational families eff...

Join us as we dive into the world of small business owners and the crucial role key executives play in a company’s success. In this episode, Tracey Ullom, Associate Counsel with Advanced Markets at John Hancock, shares her insights on how executive benefit strategies can positively impact a business’s balance sheet.  You’ll gain valuable insights on:   Why retaining key employees is more cost-effe...

Unlock the secrets to engaging with a powerful demographic in the latest episode of Hancock Talks, featuring Marti Barletta, renowned as "the First Lady of Marketing to Women." Dive deep with Marti as she sheds light on the evolving role of women as financial decision-makers. Enhance your client interactions and sales strategies by exploring:  The unique decision-making processes of women Factors...

Don’t miss the latest episode of Hancock Talks for key insights on how the legislative and tax landscape impacting the life insurance industry may evolve in 2025. In this timely discussion, John Hancock’s Mark Berry and Jen Fox, Vice President of Federal Affairs at Finseca, explore the potential implications for business and clients as the new presidential administration assumes power, such as:  C...

Don’t miss this episode of Hancock Talks as Carly Brooks and her fellow Advanced Markets’ attorneys share year-end tips and the election’s implications on tax, wealth-transfer and business planning in 2025. This episode is packed with insights and details that enhance the value you offer your clients, including: Key tax planning reminders for year-end  Potential tax-law changes to watch for in 202...

In this special episode of Hancock Talks, Dr. Char Hu discusses his inspiring journey in the long-term care space, including founding The Helper Bees and offers valuable insights on: The growing preference for “aging in place” The crucial role of proactive wellness in the aging process How The Helper Bees enhance the lives and well-being of their clients INTENDED FOR FINANCIAL PROFESSIONAL USE ONL...

Join Hector Martinez, John Hancock’s new Head of Insurance, as he reflects on his first 100 days in the role. He shares his vision for the company’s future and the benefits for our producers. Key insights include:  Leadership and Culture: Fostering competitive leadership, organizational excellence, execution, and team empowerment  Goals and Priorities: Streamlining processes to ensure easy access...

Tune in to a special edition of Hancock Talks in celebration of Life Insurance Awareness Month. We’re excited to welcome Marc Cadin, CEO of Finseca, as he sits down with John Hancock's Carly Brooks to discuss some of the industry’s hottest topics, including: Addressing protection gaps: Tips on helping clients achieve better outcomes DOL Fiduciary 3.0 update: Keeping the focus on potential challeng...

Tune in to this episode of Hancock Talks as we explore the implications of the recent Supreme Court decision in Connelly v. U.S. on buy-selling planning. John Hancock’s Tracey Ullom joins Carly Brooks as they dive into the details, including:  The critical importance of a formal, well-funded buy-sell plan The potential benefits and drawbacks of an entity-redemption buy-sell arrangement Key takeawa...

Join us for this insightful episode of Hancock Talks featuring two life insurance legends, Wayne Baldwin and Doug Koch of John Hancock. With over 100 years of combined experience, they share invaluable insights and strategies that can help you achieve success in today’s changing industry. Tune in to learn about: • Adapting to change: How our industry has evolved and what that means for you • Trait...

In our latest episode of Hancock Talks, join Carly Brooks, and Ana Canelos, of John Hancock’s Advanced Markets team, as they unravel the complexities of estate planning amidst the looming sunset of the lifetime estate tax exemption. Discover how you can help your clients today, with details on: The pivotal role of survivorship life insurance Insights on client hesitations — and how you can help Jo...

Join us for an engaging conversation on how our underwriting strategies can help enhance your success in our industry's most promising growth area. In this episode, Neal Halder, Vice President and Chief Underwriter, and Greg Dewey, AVP of Underwriting Operations, dive into the details that can make a significant impact on your next case, such as:  Harnessing core strengths — helping you handle eve...

Today we are joined by Mark Berry, Variable Life Vice President at John Hancock, as he draws on his over 20 years of experience in the life insurance industry to share how you can prepare clients for what many cite as their number one financial surprise in retirement — taxes. Join us to learn more about:  The common tax surprises at retirement Important insights about three typical retirement inco...

In the rapidly changing life insurance market, staying ahead of the curve while maintaining trust and stability is crucial for success. Listen to the latest episode of Hancock Talks, where we’ll delve into the importance of evolving to meet the needs of today’s customers — and how John Hancock can help. This podcast will feature a wide-ranging discussion with John Hancock’s Fred Deminico, Head of...

Explore the tender side of estate planning in the latest episode of Hancock Talks, where host Carly Brooks delves into planning’s compassionate essence with Nikki Marie Sherwood, a partner in Nutter’s Private Client Department. Drawing on her extensive experience, Nikki shares how prioritizing the emotional aspects of estate planning can elevate your practice and enrich the legacies of your high-n...

Start the new year strong by tuning in to the latest episode of Hancock Talks where host Carly Brooks is joined by Kevin Blanton, an Associate Counsel in our Advanced Markets Group at John Hancock. They dive into the latest legislative trends and planning opportunities that may enhance client discussions in the year ahead. Some of the topics they’ll address include:  The impact of recent inflation...

With November recognized as Long-Term Care Awareness Month, tune in to hear a discussion on the importance of taking a proactive approach to extended-care planning with Harley Gordon and John Hancock’s Carly Brooks. Harley is a founding member of the National Academy of Elder Law Attorneys and has over 30 years’ experience helping families deal with the financial consequences of a long-term care e...