Hancock Talks

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...

In this episode of Hancock Talks, we are dissecting the potential impact the presidential election could have on wealth-transfer strategies for your high-net-worth (HNW) & high-income clients. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss: Wealth-transfer strategies for HNW clients to take advantage of today Opportunities to consider sp...

Learn why now is the time for your high-net-worth clients to take advantage of today’s low interest rates. Our guest this episode is Alan Brown, a partner at the law firm HunterMaclean, who discusses strategies he’s utilizing today to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment.  In the latest episode, you’ll gain insights on:...

This month on Hancock Talks, we’re exploring the connection between behavioral economics and financial decision-making. Our featured guest is Joey Davenport, President of the Hoopis Performance Network in Chicago. He has over 25 years of experience in financial services as a top producer. He is also co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. In this...

We’re talking to experts in the areas of nutrition, technology and virtual health to learn about the latest trends in overall personal health and wellness. Our featured guests, Dr. Dariush Mozaffarian, Dean of Friedman School of Nutrition Science and Policy at Tufts University, and Dr. Vindell Washington, CEO of Onduo, share their insights on these topics that are top-of-mind for so many. In this...

Discover how conducting a policy review can not only have a positive impact on your clients, but can also bring about opportunities for you. In the latest episode of Hancock Talks, you’ll gain insights on: The value of reconnecting with clients and reviewing their existing coverage Strategies and steps for conducting a policy review Recent product innovations that can benefit clients today Analyzi...

See how we are meeting the needs of our partners, distributors, and clients. In this episode, you’ll learn about: How distributors are adapting during this time of uncertainty Changes during this time that may impact our business going-forward Laws that will make it easier to execute on estate planning documents Insights how to utilize social media during social distancing   MLINY051920207

A gifting strategy is one of the best ways to enhance your client’s legacy and minimize their exposure to transfer taxes.  Given today’s uncertainty, clients who are able to leverage the largest gift tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates in the long run. In this episode, we will explore: Adva...

Knowing the key selling points to Indexed UL can help you uncover value for your clients and open new opportunities for you. Why IUL has become so popular Key tips, product details and tools that can help make the IUL sale The tools available to help manage IUL policy performance Plus, see how to apply the backstop concept to IUL and get an overview of the marketing resources available to support...

This episode discusses a new program that pairs the protection of any John Hancock life insurance policy with a day-to-day diabetes management support.   This podcast will give actionable ways for financial professionals to prospect for Aspire clients, ideas on how to position the program to high-net-worth clients, and how to promote Aspire through social media channels. Tune in to see how the Asp...