Shows
Longer. Healthier. Better.Preventative health with Kara Collier – Glucose monitoring and metabolic boosting with Nutrisense’s data-driven techIn episode twelve of Longer. Healthier. Better., host David O’Leary chats with Kara Collier, co-founder of Nutrisense, a groundbreaking wellness-tech startup. Together, they unpack the importance of glucose monitoring in preventative health. Tune in to find out how Nutrisense is helping eligible John Hancock Vitality members reach their health goals hear Kara and David discuss: How continuous glucose monitors (CGMs) can help those without diabetes Stress’ impact on glucose levels and tips for managing stress to boost metabolic healthNutrisense’s use of cutting-edge technology to enhance services and better serve customers...2025-07-2932 min
Hancock TalksEmerging health trends: Perspectives from John Hancock’s medical directorJoin 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 decision-making: Discover how Dr. Kluchko’s expertise helps our team deliver the best-possible decisions — and learn how you can contribute to this process. Emerging medical trends: Explore the potential impact of top-of-mind advancements like GLP-1 me...2025-06-2718 minLonger. Healthier. Better.Addressing food insecurity with Josh Trautwein – Community Investment partnership, nutritional literacy, and community’s influence on healthIn the eleventh episode of Longer. Healthier. Better., host David O’Leary discusses food insecurity with Josh Trautwein from About Fresh, a long-standing Community Investment partner of John Hancock. Josh reflects on a decade of partnership, the complex factors contributing to food insecurity that About Fresh strives to address and how data is shaping the future of their efforts. Tune in to hear Josh and David discuss: How About Fresh’s mission to combat food insecurity is bolstered by their partnership with John HancockThe role of data and technology-driven innovations in advancing nutritional advocacyThe importance of nu...2025-06-2636 minHancock TalksThe great wealth transfer: Insights with Adrienne PentaTune 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 effectively: Learn why it’s crucial to focus on both the “how” and the “why” of financial education and planning.Engage women in the financial-planning process: Discover how to move beyond outdated narratives and gain practical tips to reshape...2025-05-2922 minHancock TalksEmpowering Business Owners: Strategies to Retain Top TalentJoin 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-effective than replacing themStrategies such as deferred compensation to reward and retain top talentHow life insurance can enhance executive benefit plans and help navigate related regulations2025-04-2416 minLonger. Healthier. Better.Celebrating a decade of Vitality with Lindsay Hanson – 10 years of innovation, revolutionizing life insurance with behavioral science, and how we’re building a better futureIn the tenth episode of Longer. Healthier. Better., host David O’Leary welcomes Lindsay Hanson, Chief Marketing Officer and Global Head of Behavioral Insurance at John Hancock. Together, they reflect on the transformative first decade of the John Hancock Vitality program. Lindsay shares insights into the early days of the program, a pivotal moment in 2018, and her own experiences as a Platinum status Vitality member. Tune in to hear Lindsay and David discuss: Milestones that have shaped the first 10 years of the Vitality programHow a holistic approach to health and longevity is enhanced by partnerships wit...2025-04-1042 minHancock TalksInnovative sales strategies for selling to womenUnlock 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 womenFactors impacting their wealth-building journeysTailored marketing strategies for women who are primary earnersHow to conduct meaningful financial discussions with womenINTENDED FOR FINANCIAL P...2025-03-2119 minLonger. Healthier. Better.Live from symposium: Better sleep with Dr. Matthew WalkerDr. Matthew Walker, neuroscientist and sleep expert, delves into the critical role sleep plays in our health and longevity, offering practical insights on improving your own sleep. In this special episode, recorded live at our 2024 Longer. Healthier. Better. symposium, Dr. Walker covers:"Four macros" of good sleep — Quantity, Quality, Regularity, and Timing (QQRT) — and emphasizes the importance each macro for overall well-beingPractical advice on managing sleep disturbances like jet lag and insomniaGuidance on emerging sleep trends and technologies like the Oura Ring or a smart mattress2025-02-2528 minLonger. Healthier. Better.Live from symposium: Optimizing human performance with Kristen HolmesKristen Holmes, Vice President of Performance at WHOOP, shares her insights on optimizing human performance through understanding personal data, aligning behaviors with core values, and leveraging the power of circadian rhythms. In this special episode, recorded live at our 2024 Longer. Healthier. Better. symposium, Holmes highlights:How wearable technology can help us understand how our bodies respond to various stressorsThe critical role of circadian rhythms in health in service of physiological and psychological resilienceStrategies for balancing stress and recovery to promote overall well-being2025-02-2528 minLonger. Healthier. Better.Live from symposium: Why forgetting is healthy with Dr. Lisa GenovaNeuroscientist and author Dr. Lisa Genova dispels common myths about memory, explaining why forgetting is a normal part of human cognition and how understanding this can help us maintain better brain health. In this special episode, recorded live at our 2024 Longer. Healthier. Better. symposium, Dr. Genova explains:Forgetting names and where objects are placed are not necessarily a sign of cognitive decline or dementiaFour types of normal forgetting and the importance of attention and context in memory formationWhy we should focus on strategies that support brain health and memory optimization, rather than worrying about memory...2025-02-2521 minHancock Talks2025 Outlook: Exploring Popular PredictionsDon’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: Considering the DOGE effect: Gain perspective on the role and authority of the Department of Government Efficiency (DOGE) and its possible impactKeeping an eye on tax changes: Discover how campaign tax promises might...2025-01-1324 minLonger. Healthier. Better.Addressing obesity with Dr. Christina Economos – the obesity epidemic, exploring medical interventions, and living healthier though personalized nutritionIn the sixth episode of Longer. Healthier. Better., host Janet Wu discusses the issue of obesity in America, and it impacts our health and wellness with Dean of the Friedman School of Nutrition Science and Policy at Tufts University, Dr. Christina Economos. Dr. Economos pulls from her extensive research on childhood obesity and weight management tools in this conversation around longevity. Listen to Dr. Economos and Janet’s discussion about: US obesity trends within global, environment, and policy contexts The role of medical interventions like weight loss drugs as one tool to weight management Growing popul...2024-11-2628 minHancock TalksNavigating change: Year-end tips and election insightsDon’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 2025Planning strategies to help clients successfully navigate an uncertain and evolving landscapeTune in to stay informed and prepared for year end and beyond. 2024-11-1535 minLonger. Healthier. Better.The science of aging with Dr. Andrew Steele – Understanding potential biological immortality through the Galapagos tortoiseIn the fifth episode of Longer. Healthier. Better. hear from Dr. Andrew Steele, biologist and author of Ageless – The New Science of Getting Older Without Getting Old. Steele discusses the basics and complexities of the science of aging. Learn about the phenomenal discoveries and research in aging biology, as Dr. Steele exchanges insights with our host, Janet Wu. Listen to their discussion about: How aging – not cancer, not heart disease – is the underlying cause of most human death and suffering Research underway to answer the question, “Is aging necessary?” Practical ways to fight against the disease of age i...2024-11-0130 minHancock TalksEmpowered Aging: Insights from Dr. Char Hu, Founder of The Helper BeesIn 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 processHow The Helper Bees enhance the lives and well-being of their clientsINTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.Insurance products are issued by: John Hanc...2024-10-2923 minHancock TalksStrategic Insights: Hector Martinez reflects on his first 100 days leading John Hancock’s insurance divisionJoin 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 to products and solutions Industry Challenges: Navigating rapid change, AI advancements, regulatory environments, and the evolving roles of financial professionals 2024-10-2133 minLonger. Healthier. Better.Proactive healthcare with Dr. Daniel Durand – the future of medical intervention, anxiety around MRIs, and access to detection technologyTune in to the fourth episode of Longer. Healthier. Better. to hear from Dr. Daniel Durand, Chief Medical Officer at Prenuvo, as he discusses the transformative potential of proactive MRI scans in healthcare. Learn about Prenuvo’s advanced scanning technology and its role in early disease detection, as Dr. Durand exchanges insights with our host, Janet Wu. Listen to their discussion about: The significance of early disease detection and the types of conditions Prenuvo scans can detect What John Hancock’s pioneering partnership with Prenuvo means for eligible Vitality members Concerns for false positives, cost-benefit analysi...2024-09-2622 min
For All The Saints With Ben HancockWho Was John The Beloved & Why Was He Such A Special Apostle? - Eric Huntsman | 54Send us a textEric Huntsman is the Academic Director of Brigham Young University's Jerusalem Center and wrote, among other books, the excellent book 'Becoming the Beloved Disciple: Coming Unto Christ Through the Gospel of John.'I wanted to speak to Eric about why John was so beloved and the importance of John's writings in the New Testament specifically. Some highlights from this episode include Eric explaining the special relationship between Jesus Christ and John, Eric's thoughts on how John's writing unveils unique teachings about Satan, and what we can learn from J...2024-09-091h 06Longer. Healthier. Better.Health equity with Dr. Monica Bharel – technology, social determinants, and Boston’s longevity hubListen to this special episode of Longer. Healthier. Better., recorded live at The Boston Globe’s Health Equity Day 2024. Host Janet Wu sat down with Dr. Monica Bharel, Clinical Lead of Public Sector Health at Google, to talk about the innovation fueling longevity in Boston and beyond. Dr. Bharel reflects on her time as a Massachusetts Public Health Commissioner and shares her perspective on the future of health equity. Listen to Dr. Bharel and Janet’s discussion about: How the intersection of technology, collaboration, and longevity can enable people to live longer, healthier lives Insight into G...2024-08-2925 minHancock TalksLife Insurance Awareness Month 2024 — Key insights from FinsecaTune 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 outcomesDOL Fiduciary 3.0 update: Keeping the focus on potential challenges and impactsLegislative landscape: Insights on possible shifts with the upcoming electionUS deficit analysis: The implications for clients and their planningMarc Cadin advocates for the crucial role financial servi...2024-08-2335 minHancock TalksBusiness-succession planning after ConnellyTune 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 planThe potential benefits and drawbacks of an entity-redemption buy-sell arrangementKey takeaways from the Connelly case and the Supreme Court’s decisionNext steps in guiding your business-owner clients through this evolving landscapeINTENDED FOR FI...2024-08-2236 minHancock TalksTrade secrets: Insights from industry veterans to drive your successJoin 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• Traits of top agents: Identifying and cultivating the characteristics that lead to success • Standing out: Key sales tactics to help you excel• Staying current: Tax concept...2024-07-1825 minHancock TalksHelp your clients prepare for the 2026 estate tax exemption sunset - New Survivorship Guaranteed Purchase OptionIn 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 insuranceInsights on client hesitations — and how you can helpJohn Hancock’s innovative, new Survivorship Guaranteed Purchase OptionTips on navigating large survivorship cases with confidenceTune in today to learn how to stay ahead in estate planning.2024-06-2413 minLonger. Healthier. Better.Improving lifespan with Josh Ofman – prediction, prevention, and detectionCheck out the second episode of Longer. Healthier. Better to hear from GRAIL President, Josh Ofman, as he shares about GRAIL’s mission and GalleriⓇ test, a multi-cancer early detection blood test that screens for “fingerprints” from 50+ cancers. Josh reflects on Kelley King’s cancer story from Episode 1, and dives into the science behind the Galleri test with our host Janet Wu. Listen to Josh and Janet’s discussion about:GRAIL’s mission and what the revolutionary Galleri test means for early cancer screeningThe Galleri test’s role in Kelley’s diagnosis story and the how Josh sees GRAI...2024-06-2025 minHancock TalksEmpower your success with the John Hancock underwriting advantageJoin 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 even the most complex casesUnderstanding retention vs. capacity — what to look for in a large-case carrier Fostering relationships — to simplify our process and offer the best-possible decisionsStaying ahead of the curve — meeting your clients’ n...2024-05-1713 minLonger. Healthier. Better.Our why with Kelley King – the value of engagement, education, and advocacyTune in to the first episode of Longer. Healthier. Better to hear from John Hancock customer, Kelley King, as he shares how the Vitality program has had a profound impact on his life. Learn about GRAIL’s Galleri test, a multi-cancer early detection blood test that screens for DNA signals from 50+ cancers. Kelley tells the compelling story of his shocking diagnosis and how it has shifted his perspective on life with our host Janet Wu. Listen to Kelley and Janet’s discussion about:How Kelley’s engagement with John Hancock’s Vitality program led to the earl...2024-04-2321 min
Portfolio Intelligence PodcastInvesting with patience in a higher-for-longer rate environmentAn initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mean for equities and fixed income heading into earnings season?
Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, co-chief investment strategists at John Hancock Investment Management, join the podcast and host John Bryson to discuss the need for a patient approach to investing and a focus on fundamentals, given a recent market rally that’s pushed equity va...2024-04-2216 minHancock TalksThe financial surprises of retirementToday 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 retirementImportant insights about three typical retirement income buckets The unique tax advantages and hedging that life insurance can provideINTENDED FOR...2024-04-1124 minHancock TalksNavigating change: Innovations in life insuranceIn 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 Sales, and Michelle Dauphinais, Head of Distribution. Join us to gain insights on:The importance of innovating and modernizing to meet customer needs — and how John Hancock can empower yo...2024-03-1424 min
Declare Your Independence2024-03-08 John Sneisen - TheEconomicTruthORG2024-03-08 John Sneisen - TheEconomicTruthORGContent managed by ContentSafe.coipfs://Qme59btgGXx27z68vSabGq4BW9y6jYy8EmtKpmjrLGAJ63
2024-03-092h 46Declare Your Independence2024-03-08 John Sneisen - TheEconomicTruthORG2024-03-08 John Sneisen - TheEconomicTruthORGContent managed by ContentSafe.coipfs://Qme59btgGXx27z68vSabGq4BW9y6jYy8EmtKpmjrLGAJ63
2024-03-092h 46
Portfolio Intelligence PodcastNavigating the Fed’s on-again, off-again pivot on interest ratesThe U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through year end. What’s an investor to do in this highly uncertain environment?
Matthew D. Miskin, CFA, co-chief investment strategist at John Hancock Investment Management, joins the podcast to assess where the most attractive equity opportunities lie while also gauging current risks. Matt explains why he continues to see strong potential in semiconductor companies and other technology stocks despite their loft...2024-03-0718 minHancock TalksUnlocking the heart of estate planning — leaving a final act of loveExplore 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-net-worth clients. Tune in for guidance on: Inspiring action: Uncovering the emotional motivations behind estate planningMaximizing trust planning: Leveraging non-tax advantages to help achieve clients’ goalsLeaving a “legacy” property: Strategies for seamless property successionNavigating sensitive c...2024-02-1428 min
Portfolio Intelligence PodcastEarnings optimism and rate-cut expectations are driving sentiment: is it sustainable?As market expectations of interest-rate cuts solidifies, the investment case for fixed-income asset is likely already well telegraphed. The story for equities, however, could be slightly more complex. Might U.S. stocks extend their 2023 winning streak into the new year as the lagged effects of monetary tightening make their way into the real economy? Will current valuations—and, crucially, earnings expectations—hold up as economic growth slows? Podcast host John P. Bryson, head of investment consulting and education savings at John Hancock Investment Management, caught up with Emily Roland and Matt Miskin, co-chief investment strategists at John Hancock Investment Management to g...2024-01-3019 minHancock TalksPlanning insights to help your clients thrive in 2024Start 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 adjustments on the lifetime exemptionThe lifetime gift and estate tax-exemption sunset — and how to help your clients prepare now to avoid missed opportunitiesWhat today’s clients should consider when le...2024-01-1040 min
Portfolio Intelligence PodcastWhat does November’s rally tell us about bonds and rates?The month of November no doubt brought a fair amount of relief to investors who had been, up to that point, operating under a huge cloud of uncertainty. News that inflation had eased more than expected in October strengthened the case for a pause in interest-rate hikes and sparked a rally in the stock market. While the shift in investor sentiment is encouraging, is it likely to last? Podcast host John P. Bryson, head of investment consulting and education savings at John Hancock Investment Management, posed that question to Emily Roland and Matt Miskin, co-chief investment strategists at John Hancock...2023-12-2615 minHancock TalksLTC Awareness Month: Transforming extended-care planning from reactive to proactiveWith 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 event. During this new episode of Hancock Talks, you’ll learn: How to explore the potential need for long-term care with clients — and resolve mistaken preconceptionsWhat conversation openers can help motivate clients to make a...2023-11-2024 minHancock TalksEstate-planning strategies for foreign nationalsTune 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 host Carly Brooks, Head of Advanced Markets at John Hancock, will dive into foreign-national planning opportunities and strategies, sharing their expertise on:The differences in planning for multinational families compared to...2023-10-3021 minHancock TalksLife Insurance Awareness Month — uncovering new sales opportunitiesWhile 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:Prospect to different types of clientsRecognize barriers to the purchase decisionUnderstand your clients’ needs and uncover new opportunitiesSee how demographics impact the buying process Motivate clients to ma...2023-09-2820 minHancock TalksThe ABCs of “AG49-B”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 Best practices to explain Indexed UL and compare productsWhat to expect next and some ideas for improvement For financial professional use only. No...2023-07-2523 minHancock TalksHave you heard how we’re evolving underwriting to help drive your sales?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 underwritingHigh-net-worth underwriting strengths — giving you an advantage in this lucrative space Key insights for prospective clients — with an underwriter’s take on the “cost of waiting” to purchase life insuranceFor...2023-06-2924 minHancock TalksLeading with vision: An insightful conversation with Brooks Tingle, President & CEO, John HancockTune 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 Brooks will cover:Brooks’ business priorities and how they can help you drive salesThe impetus behind John Hancock’s focus on innovation and delivering more val...2023-05-3024 min
Portfolio Intelligence PodcastHow financial professionals can help business owners with exit planningLee Small, senior vice president and divisional sales manager at John Hancock Investment Management, joins podcast host John P. Bryson to discuss key challenges that business owners face in planning for ownership transitions. Lee explores the role that financial professionals can play in assisting with exit planning and describes a new John Hancock program, “Empowering Business Owners’ Conversations,” which leverages research conducted by the Exit Planning Institute. Finally, Lee highlights key definitions related to exit planning and describes resources available to help financial advisors better serve business owners.2023-05-1211 min
Portfolio Intelligence PodcastUnpacking new trends in college admissions and scholarshipsIn this episode, college admissions coach Nancy Steenson joins podcast host John P. Bryson, head of investment consulting at John Hancock Investment Management, to discuss the changing landscape of college admissions and scholarships. Nancy explains the best source of scholarships for college students today, unpacks the difference between a needs-based financial aid scholarship and a merit scholarship, and discusses why knowing the difference is helpful while shopping for colleges. She also explores current college pricing trends and the impact on pricing from enrollment management software, early decision, early action, and merit awards. Finally, she highlights the U.S. Department of...2023-05-0936 minHancock TalksLessons learned from an IRS AuditIn 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 episode also covers:How to help your clients avoid an estate-tax auditWhether the Inflation Reduction Act could impact estate and gift auditsTips for financial professionals to use when discussing intergenerational planning with high-net-worth...2023-04-2754 min
Portfolio Intelligence PodcastWomen, wealth, and wisdom: helping clients take charge of their financesWhen it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the biggest differences between female and male investors, why it’s important for financial professionals to focus on their female clientele, and why it can be important to serve female and male clients differently. Julie and Sarah of...2023-03-0625 minHancock TalksThe power of storytelling in life insurance planningListen 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 insurance planning process Why weaving stories into your pre-sale discussions can help enlighten clients and inspire them to actThe secrets to a good story — including a proven example from Mark’s long experienc...2023-02-1620 minHancock TalksIndustry Insights - A discussion with Army Robinson, Chief Advocacy Officer for Finseca & Carly Brooks, Head of Advanced MarketsDon’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 Finseca’s advocacy priorities on behalf of the financial security profession in 2023For financial professional use only. Not intended for use with the general public.Insuranc...2023-01-1336 minHancock TalksPlanning for 2023 — insights from Advanced MarketsIn 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 needsActions clients are taking in relation to the basic exclusion amountThis year’s most significant legislative changes and legal decisions Whether the recent elections may result in new tax lawsFor financial professional use o...2022-11-2318 min
Portfolio Intelligence PodcastHow financial professionals may benefit from leveraging the power of model portfoliosIn this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios. They explore the potential benefits of leveraging asset allocation models on the business and the investment front, explain how using model portfolios could potentially be helpful to advisors throughout their careers, and identify what attributes to look for when researching model portfolios. Finally, Katie and Bruce discuss how their teams seek to ensure that the model portfolios they build align with...2022-11-2123 min
Portfolio Intelligence PodcastHow financial professionals may benefit from leveraging the power of model portfoliosIn this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios. They explore the potential benefits of leveraging asset allocation models on the business and the investment front, explain how using model portfolios could potentially be helpful to advisors throughout their careers, and identify what attributes to look for when researching model portfolios. Finally, Katie and Bruce discuss how their teams seek to ensure that the model portfolios they build align with...2022-11-1823 minHancock TalksJohn Hancock offers access to early cancer screening — what it means for your clientsJohn 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 partner to join the John Hancock Vitality network. Listen in as Lindsay Hanson from John Hancock and Chris Della Porta from GRAIL talk about the companies’ shared commitment to helping people live longer, healthier, better lives. Th...2022-10-0619 minHancock TalksLife Insurance Awareness Month — get the latest insights on today's clients to grow your salesWe’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 today’s life insurance market How financial professionals can capitalize on the unmet need for life insuranceTips and talking points for building trusted client relationships 2022-08-2416 min
Portfolio Intelligence PodcastPositioning portfolios for a late cycle environmentEmily R. Roland, CIMA, and Matthew D. Miskin, CFA, co‐chief investment strategists, John
Hancock Investment Management, return to the podcast to talk about key themes that they’re focusing
on during the third quarter of 2022. The strategists discuss their views on equities and where they’re
currently finding opportunities. They also share their fixed‐income outlook for the current late‐cycle
environment, unpack the U.S. Federal Reserve’s rate hikes for the rest of 2022, and talk about
anticipated rate cuts in 2023. Finally, Matt and Emily share their insight on why alternatives are looking
more appealing in a late‐cycle environm2022-08-0515 minHancock TalksWhat the current interest rate environment means for the life insurance industry, your business and your clientsTune 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 ratesHow rising rates can impact John Hancock’s general account and, ultimately, policyholdersWhat stands out about John Hancock’s approach to determining interest crediting rates and translating that approach to clients during a time of economic uncertaintyTips to keep in m...2022-07-2217 minHancock TalksPlanning using intergenerational split dollar after the Levine decisionJoin 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:Keys to the taxpayer’s victory in successfully structuring the intergenerational split dollar arrangementThe importance of using “excess capital” for legacy-planning strategies, and the financial planner’s role in determinin...2022-05-1833 min
Portfolio Intelligence PodcastPortfolio positioning for a moderating economyEmily R. Roland, CIMA, Matthew D. Miskin, CFA, co-chief investment strategists, John Hancock Investment Management, return to the podcast to talk about positioning portfolios for a moderating economic environment. The strategists discuss what stood out to them in terms of cross asset class performance for Q1. They explain their short- and long-term fixed-income outlooks and share insight for investors currently stressed about their bond portfolios. Matt and Emily also assess whether now is the time to build in some defense into portfolios for a potential recession on the horizon. Finally, they discuss their Fed outlook for 2022 and into next year.2022-04-2922 min
Portfolio Intelligence PodcastA case for value stocks for today’s investorsJoshua C. White, CFA, and David T. Cohen, CFA, portfolio managers, Boston Partners, join podcast host John P. Bryson to talk about the short-term and long-term case for value stocks for today’s investors. They also talk about Boston Partners’ value strategy and approach and how they stuck to it during times of volatility. Josh and David, who are also portfolio managers of John Hancock Disciplined Value Fund, which celebrated its 25th anniversary this year, throw light on where they’re finding the most opportunities in the current environment. Finally, they offer their insight and advice to help investors navigate these...2022-04-1522 minHancock TalksUncovering planning opportunities with a 1040The 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-term careSupplementing retirement incomeOpportunities to mitigate future taxesFor financial professional use only. Not intended for use with the general public.Insurance pr...2022-04-1414 minHancock TalksThe nuances of selling life insurance to womenDon’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 marketWomen’s mindset and how it differs from male clientsTactics and ideas for prospecting and generating referralsUnderstanding women’s needs, preferences, and priorities For Financial Professional Use Only. Not intended for use with the general public.Insurance products are issued by: John...2022-03-1136 minHancock TalksLife insurance insights: Looking ahead with Brooks Tingle, President & CEOJoin 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 relative to other carriersSales opportunities you can leverage now through client engagement with the John Hancock Vitality Program Legislative impacts on income and estate planning and how distribution partners can p...2022-02-2432 minHancock TalksLife insurance insights: Looking ahead with Brooks Tingle, President & CEOJoin 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 relative to other carriersSales opportunities you can leverage now through client engagement with the John Hancock Vitality Program Legislative impacts on income and estate planning and how distribution partn...2022-02-2432 minHancock TalksDelivering on shared value with John Hancock VitalityIn 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 protecting health and wealthThe benefits of offering a solution that prioritizes “shared value”Sales strategies to help position John Hancock Vitality life insurance to your client...2022-01-0319 minHancock TalksGet a jumpstart on 2022 with insights from Advanced MarketsIn 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-Skipping Transfer Tax (GSTT) — and options for those who want to wait Current and potential legislative changes and how they can impact financial planning Estate-planning strategies to help clients better prepare for whatever the future holds 2021-12-0329 minHancock TalksExploring the LTC informal caregiver crisis — and what it means for your clientsThis 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 clientsWhat factors clients should consider when planning for their potential need for long-term care For Financial Professional Use Only. Not intended for use with the General Public.Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York...2021-11-0519 minHancock TalksAre trust and estate planning about to drastically change?In this new episode of Hancock Talks, two knowledgeable and insightful guests — Michael Amoia, of Crump 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 the proposed changes, such as changes to grantor trusts and “use it or lose it” estate tax exemptionsOptions clients may wish to consider with their financial professionals — both now and after potential enactmentWhere to find Advanced Markets tool...2021-10-1932 minHancock TalksIs trust and estate planning about to drastically change?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 the proposed changes, such as changes to grantor trusts and “use it or lose it” estate tax exemptionsOptions clients may wish to consider with their financial professionals — both now and after potential enactmentWhere to find Advanced Markets tool...2021-10-1932 minHancock TalksLife Insurance Awareness Month — current trends and opportunitiesMake 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 dispelling myths and building trusted client relationships
How to add value during policy reviews
For Financial Professional Use Only. Not intended for use with the general public.
Insurance prod...2021-08-2524 minHancock TalksUncovering new opportunities during Life Insurance Awareness MonthMake 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:
The key life insurance need gap that offers the greatest opportunities
Strategies to help your clients see the value of life insurance — and decide to buy
Tips for starting the conversation and building a trusted relationship with your clients
Policy-review pointers to help you find new opportunities
For Financial Profes...2021-08-2524 minHancock TalksDigital Enhancements – Shave up to 20 days from submission to policy issue!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 Professional Use Only. Not intended for use with the general public.
* Based on internal data as of June 2021
Insurance products are issued by: John Hancock Life Insurance Company...2021-07-2713 minHancock TalksThe nuances of selling life insurance to womenDon’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 and ideas for prospecting and generating referrals
Understanding women’s needs, preferences, and priorities
For Financial Professional Use Only. Not intended for use with the general public.
Insurance products...2021-06-0336 min
Portfolio Intelligence PodcastA short history of ETFsSteve Deroian, U.S. head of asset allocation models and ETF product at John Hancock Investment Management, discusses the history and benefits of exchange-traded funds (ETFs). Since the first U.S. ETFs launched in 1993, these popular investment products have grown to more than $5 trillion in assets under management. Deroian provides an insider’s perspective on which areas could see the fastest growth and why John Hancock opted for an active management approach in its first fixed-income ETF.2021-04-1421 minHancock TalksMotivating clients to take actionThis 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, entrepreneur and speaker. This episode will share insights on:
A framework that helps producers overcome stalled deals, create a sense of urgency and drive outcomes
Identifying the point in time where the p...2021-04-0127 minHancock TalksUnlocking business planning opportunities in 2021Our 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 organizationHow proposals may impact C corporationsUsing life insurance as an executive-retention strategyWhere to find marketing tools and materials to help deepen your understanding of planning concepts and help grow your businessFor financial professional use only. Not...2021-02-1926 min
Portfolio Intelligence PodcastShort squeezes, SPACs, and market volatilityMichael J. Scanlon, Jr., CFA, portfolio manager at Manulife Investment Management, discusses the recent stock market volatility and why companies beating quarterly earnings estimates may be getting lost in the shuffle as investors focus on recent hedge fund losses. Scanlon, who co-manages the John Hancock Balanced Fund, delves into the mechanics of shorting a stock, how short squeezes happen, and why short sellers are often unfairly labeled as villains. The portfolio manager also offers his thoughts on the recent explosion of special purpose acquisition companies (SPACs), signs of frothiness in the markets, and the importance of maintaining a long-term mindset...2021-02-1314 minHancock TalksJohn Hancock Vitality — helping to protect wealth and maintain healthDon’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 outcomesInsights on how Vitality PLUS can provide long-term value and financial benefits to help protect wealth and maintain healthHow Vitality PLUS can enhance your clients’ life insurance policy performance and offer you a significant sales opportunity Ways t...2021-01-2034 min
Friends Who Talk About MoneyThe Conversation No One Wants to Have | Close-knit cousins talk loss, loved ones and life insurance lessonsFor more insights on how to protect your family's future, John Hancock has you covered: https://www.johnhancock.com/ideas-insights.html?page=1&filter=insure&cid=oyIBZlZmLdf2cf6CsP2021-01-1933 minFriends Who Talk About MoneyRetirement Plans Left High & Dry | A couple redefines what it means to be wealthyFor more retirement strategies from John Hancock, visit our site: https://www.johnhancock.com/ideas-insights.html?page=1&filter=retire2020-12-0730 minHancock TalksGet a jumpstart on 2021 with insights from Advanced MarketsIn 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 todayOpportunities to consider specifically for high-income clientsPresident-elect Biden’s proposals and how likely it is that legislative changes will occurIdeas and resources to help put the tactics presented into action For Financial Professional Use Only. Not intended for use with the General Public.Ins...2020-12-0321 min
Portfolio Intelligence PodcastCredit research, from AAA to CCCPutting credit research at the center of a fixed‐income portfolio is the key to robust active management inside the $20 billion John Hancock Bond Fund. In his interview with Portfolio Intelligence host John Bryson, fund manager Howard Greene of Manulife Investment Management describes how he and his team do credit research differently than many competitors. With individual analysts providing full sector coverage up and down the credit‐quality spectrum, Howard outlines how this approach helps analysts evaluate the upper bounds of high yield and the lower tiers of the investment‐grade market segments. According to Howard, this can help uncover more f...2020-12-0215 minFriends Who Talk About MoneyFriends Who Talk About Money UpdateOver the past few months, we’ve heard from friends, families and couples, who have opened up about their very unique money stories. We can’t get enough of these financial heart-to-hearts, and we hope you’ve been loving them too. We are excited to continue celebrating the power of money conversations, and we’re working on a new batch of episodes coming soon. Thanks for listening to Friends Who Talk About Money from John Hancock and be sure to subscribe if you haven’t already. Talk soon!2020-10-2602 minHancock TalksPlanning opportunities in a record-low interest rate environmentLearn 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:
Why now is an opportune time for clients to be doing estate planning
Planning methods that address estate-tax and asset-protection concerns
Techniques that benefit from low interest rates
How life insurance factors...2020-10-2623 minHancock TalksEnhancing the client experience through behavioral economicsThis 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 episode, we will look at:
Ways behavioral economics can help close the life insurance coverage gap
Tactics you can use to help counteract the fear and confusion that can be hindering a client from making a...2020-09-2324 minHancock TalksJohn Hancock Vitality – Offering expertise, tools and resources to enhance your clients’ experienceWe’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 episode, we will explore:
How technology is enabling better access to virtual care as well as healthier routines, lifestyles and habits — ultimately driving greater engagement in personal health
The role of nutr...2020-08-2832 minHancock TalksExploring the LTC informal caregiver crisis — and what it means for your clientsThis 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-term care
Information on new legislation for a government-funded LTC program in Washington state
For Agent Use Only. This material may not be used with the public.
Insurance products are issued by: John Hanco...2020-08-0600 minFriends Who Talk About MoneyWhat’s Mine is…Ours | A young couple talks about their individual money mindsets and their shared futureMartha and Dave have been dating for a couple years, but it wasn’t until a sudden shift in living situations (hi, Coronavirus) that they started to talk seriously about what’s next. Recent conversations have exposed their very different financial backgrounds, mindsets and values. Listen in as Martha and Dave talk money, marriage and more. Then, hear what Connor Spiro, Certified Financial Planner at John Hancock, says about the importance of talking money before saying “I do.”2020-08-0300 min
Portfolio Intelligence PodcastETF investing in volatile marketsAs exchange‐traded funds (ETFs) continue to grow in popularity, Director of ETF Capital Markets Will Creedon discusses how investors have been using ETFs for tax efficiency during today’s unprecedented volatility. Will gets into the important nuances of how ETFs differ from mutual funds and explains why ETFs are notable for their tax efficiency. He also provides insightful context on ETF liquidity during the extreme volatility in 2020, and offers some trading best practices to keep in mind in fast‐moving markets. Finally, Will and host John Bryson discuss how the pandemic is creating sector dispersion and ETF investment opportunities growin...2020-07-3031 minFriends Who Talk About MoneyOut of Office | Two best friends talk about their road to retirement and the sweet life once they get thereJulie and Tammy have been best friends ever since meeting on a moonlit bike ride. They’ve stood by each other through marriage, divorce, career changes, personal loss, and now…retirement. Hear how their financial mindsets have shifted over the years and the impact “the ‘Rona” has on their retirement plans and perspectives. Also, get advice from Patrick Murphy, CEO of John Hancock Retirement, on the role flexibility plays in planning for retirement.2020-07-0700 minHancock TalksPolicy review – life changes and so do insurance needsDiscover 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
Analyzing an existing policy and a sample case study of when needs change
Marketing tools and materials that can help guide you through the review process
For Agent Use Only. This material may...2020-06-2621 min
Portfolio Intelligence PodcastThe swoosh recoveryMarkets have come a long way fast since their late March lows. But with forward guidance from the U.S. Federal Reserve indicating near-zero interest rates through 2022, what does that mean for portfolios looking forward? As Co-Chief Investment Strategists Emily Roland and Matt Miskin discuss with host John Bryson, there’s a record amount of cash on the sidelines—$4.7 trillion—and investors want to know where to get the best bang for their buck across the yield curve and economic sectors. Faced with the prospect of a Nike “swoosh”-shaped recovery, in which the economy drops sharply and then slowly rebuilds...2020-06-1720 min
Portfolio Intelligence PodcastUnpacking the CARES ActIn the midst of the pandemic in March 2020, U.S. lawmakers passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which offered $2 trillion+ in stimulus funding for the U.S. economy. While this has been a welcome development for individuals and businesses, the Act itself is a labyrinth of features and eligibility conditions that pose important questions for financial professionals.
To outline the basics of the Act’s economic benefits and to offer an interpretation of some of its more complex provisions, John is joined by Chris Frank, head of defined contribution consulting at John Hancock Retirement, and Ed Ja...2020-06-0849 min
Portfolio Intelligence PodcastOil in the recoveryAmid the coronavirus pandemic, global demand for oil has fallen by roughly 30%, according to portfolio manager and energy market specialist David T. Cohen, CFA, of Boston Partners. David joins Portfolio Intelligence host John Bryson to discuss the recent volatility in oil prices, the ins and outs of the oil supply chain, and considerations for investors in energy stocks as the world attempts to move forward with an uncertain economic recovery.
This podcast is distributed by John Hancock Investment Management Distributors LLC, member FINRA, SIPC.2020-05-1420 min
Portfolio Intelligence PodcastLinkedIn: the social answer to social distanceWith over 650 million members and 43% of them in decision-making roles, LinkedIn offers a huge reservoir of networking opportunities for financial professionals. Brendan Barca, an independent LinkedIn consultant and career coach, joins host John Bryson to discuss best practices for using LinkedIn to build a business, including tips on how to optimize your online profile and how to deliver a solutions-oriented message that will appeal to prospective clients.
This podcast is distributed by John Hancock Investment Management Distributors LLC, member FINRA, SIPC.2020-04-3022 min
Portfolio Intelligence PodcastDo bears breed bulls?Host John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In discussing their Market Intelligence outlook for Q2 2020 and beyond, Matt and Emily identify what they consider to be attractive equity and fixed-income opportunities in the making despite the severe economic disruption caused by COVID-19 and the measures taken nationwide to “flatten the curve” of new cases.
This podcast is distributed by John Hancock Investment Management Distributors LLC, member FINRA, SIPC.2020-04-1719 min
Portfolio Intelligence PodcastIntuition, logic, and investingWhen market volatility rises, our first impulse can be to cut and run. But that’s a biologically conditioned emotional response rather than a logical one. In this episode of Portfolio Intelligence, John Bryson is joined by Keith Van Etten, portfolio consultant and behavioral finance specialist at John Hancock Investment Management, to investigate our intuitive responses to stimuli versus our logical curbing of emotionally driven reactions. Applying these insights to investing, they discuss mental anchoring, unconscious simplification strategies, and other situations where listening to our gut can get our portfolios into trouble.
This podcast is distributed by John Hancock Investment Ma...2020-04-0223 min
Portfolio Intelligence PodcastVolatility in context, part IIIn the context of compounding uncertainties for the markets, John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. While addressing the market’s gathering speed to the downside, they also consider its potential upward velocity in the wake of new and pending monetary and fiscal measures. With a near-term economic shock of the coronavirus pandemic a virtual certainty, the discussion raises timely asset allocation guidance to help investors look beyond the storm of current volatility to focus on long-term investment plans.
This podcast is distributed by John Hancock Investment Management Distributors LL...2020-03-1613 minHancock TalksJohn Hancock Aspire - Life insurance designed for people living with diabetes
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 Aspire program can provide you a significant sales opportunity.
MLINY0309200362020-03-0621 min
Portfolio Intelligence PodcastVolatility in contextIn this inaugural episode of Portfolio Intelligence taped on 2/28/20, John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In the midst of the worst market sell-off since the great financial crisis, John and his guests explore the market and economic impact of the coronavirus—and coronavirus fears—and offer commentary on where investors might consider looking to find greater relative stability across the capital markets.
This podcast is distributed by John Hancock Investment Management Distributors LLC, member FINRA, SIPC.2020-03-0415 min
IMTalkIMTalk Episode 646 - John Hancock and Simon LessingIn the first of our holiday season shows we have interviews with John Hancock and Simon Lessing. John goes over everything you need to know then getting into Swim/Run races then we put up an old interview with legend Simon Lessing. Here are the links to John’s amazing PDF about Swim/Run, and here is his Facebook group.2018-12-241h 55
Winning PoniesWinning Ponies Welcomes Ellis Park Trainer John Hancock and Handicapper and Bloodstock Consultant Jude FeldJohn Hancock is a third generation horseman who has been at Ellis Park for 49 years. This week racing returns to Ellis Park in Henderson, Kentucky. Hancock will discuss the changes he has seen at the “Pea Patch” over the decades and perhaps an update on his highly-regarded filly Whole Scoop who is scheduled to compete in the Grade 3, $100,000 Debutante at Churchill Downs on Saturday.
Jude Feld began his horse racing career in 1978, making charts for the Daily Racing Form at Ellis Park in Henderson, Kentucky. The 157th running of the $1 million Queen’s Plate is Sunday, and as many as 15 could...2016-06-3057 min