Shows
Hancock TalksWhat’s Trending in Advanced Markets in 2026In 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 on planning: Learn why 2026 is the year to focus on the reasons why clients plan—across estate, income tax, and business needs.Tax and estate updates: Get an over...
2026-01-2915 min
The Space to BEEEEMy Interview w/ John Hancock! Libertarian Candidate running for Ohio Congress in District 1 🇺🇸⭐️First off, who am I?! Lol I got the opportunity to have a chat with John Hancock who is the Libertarian Candidate running for Ohio Congress in District 1!We talked about everything from his Libertarian origin story, his views on the issues happening in Ohio, to his views on Republican Candidate for Ohio Governor Vivek Ramaswamy! 👀👀👀This will not be the last time we hear from John, as he’s promised to come back just before Election Day to update us on his first campa...
2026-01-221h 18The Space to BEEEEPt 2: My Interview w/ John Hancock! Libertarian Candidate running for Ohio Congress in District 1 🇺🇸⭐️Part 2 of my interview with John Hancock! Closing comments to the audience!!!John Hancock for Ohio Congress!!! Links below!John Hancock Website: https://hancock4liberty.com/John Hancock X: @HancockCincy John Hancock X link: https://x.com/hancockcincy?s=21Note: Our interview was cut short just as we were wrapping up. I Please see part 2 for the conclusion!I received an emergency phone call bypassing my DND. A call notifying me that...
2026-01-0809 minThe Space to BEEEEPt 1: My Interview w/ John Hancock! Libertarian Candidate running for Ohio Congress in District 1 🇺🇸⭐️First off, who am I?! Lol I got the opportunity to have a chat with John Hancock who is the Libertarian Candidate running for Ohio Congress in District 1!We talked about everything from his Libertarian origin story, his views on the issues happening in Ohio, to his views on Republican Candidate for Ohio Governor Vivek Ramaswamy! 👀👀👀This will not be the last time we hear from John, as he’s promised to come back just before Election Day to update us on his first campa...
2026-01-081h 08
Longer. Healthier. Better.Driving healthspan improvement with Dr. Katie Tryon — behavioral change, personalized prevention, and the economics of longevityTune in to the thirteenth episode of Longer. Healthier. Better. as host David O'Leary welcomes Dr. Katie Tryon, the Chief Commercial Director at Vitality Health in the UK. With a rich background as a medical doctor trained at Oxford University and Imperial College London to a leader of health strategy initiatives in Africa, Katie brings a wealth of knowledge and experience to the table. Tune in to hear Katie and David discuss:Vitality's approach to encouraging healthier lifestyles through strategic partnershipsThe importance of increasing healthspan as lifespan increasesHow innovative strategies are shaping the future of...
2025-12-2935 minHancock TalksA new lens on longevityIn 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, social connection, and more.Spot planning gaps: Low scores in care, housing, and health reveal where better preparation is needed.Start meaningful conversations: Use the insights to talk about tough topics like...
2025-11-1217 minHancock TalksInsider tips to accelerate your year-end salesIn 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 paid sooner.Smarter solutions: Learn how integrated policy delivery and payment tools are helping make the buying journey smoother and more efficient.Unified execution: Hear how i...
2025-10-0815 minHancock TalksThe AI advantage with Kartik Sakthivel: Saving time & closing more casesIn 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 help you meet younger generations’ expectations for speed, transparency, and personalization Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversation...
2025-08-2917 min
Colonial Era to Present Day History BuffBidding Farewell To John HancockLearn how John Hancock was faring health wise come Summer 1793 including the medical condition he got diagnosed with. Get an in depth analysis behind what happened on September 18, 1793. Discover who John Hancock made amends with during the year of 1789 including what both men shared in common politically. Receive a timeline of events between October 8-14,1793. Understand importance behind a particular remark John Adams made in reference about Samuel Adams and John Hancock. Determine if America’s means of keeping her past history was running sound during early 19th Century. Learn how the Declaration of Independence began taking on sacred quality ar...
2025-08-221h 19Colonial Era to Present Day History BuffJohn Hancock Proposing An Unexpected Request Like Never BeforeDetermine if by late 1776 whether John Hancock got faced with mounting circumstances. Discover if Congress relocated more than once to different cities for temporary security reasons. Get introduced to Congressional Delegate Robert Morris and how he went about contributing to the war effort. Learn if Robert Morris became one of the few people John Hancock truly trusted. Find out what tragic setback John & wife Dolly endured come August 1777. Discover exactly what John Hancock requested come October 1777 that appeared to come as a surprise. Learn which big news event made headways come summer of 1778. Get a feel behind the general attitude...
2025-08-111h 03Longer. 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 minColonial Era to Present Day History BuffJohn Hancock’s Direct Confrontations With Customs OfficersDiscover what new legislation Parliament enacted between 1766-1767 following passage of Declaratory Act. Go behind the scenes and learn for whom the new legislation was named after as well as the intended objectives. Determine if the new legislation placed any form of indirect tax on items that required getting imported from Britain. Understand what an Indirect Tax pertains directly to. Discover how Parliament came to establish the American Customs Board. Find out how merchants not involved in smuggling felt about new regulations including John Hancock’s personal outlook. Learn firsthand if the new customs board chose to go after John Ha...
2025-07-181h 10Colonial Era to Present Day History BuffYoung John Hancock Being Groomed Into House Of HancockDetermine when young John Hancock began working for Uncle Thomas. Understand why John went to England given Hancock Family Business was already well connected within the Mother Country. Learn which fundamental elements were vital to 18th Century International Business success. Discover a major event that occurred in England come late October 1760 which John Hancock himself witnessed. Determine what specific lessons John himself obtained while going abroad to England between 1760-1761. Find out where Boston’s economy stood around the time John Hancock returned home from London come Summer 1761. Discover whether business in general had slowed down throughout most of Colonial Am...
2025-07-111h 10Hancock 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 regulations
2025-04-2416 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 min
Inspired by HistoryA John Hancock Family Heirloom: The Founding Father’s Yale DiplomaIn this episode of Inspired by History, we explore the fascinating story behind John Hancock's rare diploma from Yale University, which he requested “ad eundem gradum” after he earned his degree from Harvard College. Given to Hancock in 1769, this unique document highlights his significant educational achievements and prestigious status. The discussion delves into the historical context, the rarity and value of such documents, and Hancock's motivations and actions just before the American Revolution. Discover how this artifact survived over 250 years, offering a glimpse into the life of a pivotal figure in American history.00:00 Introduction to Inspired by Hi...
2025-03-3108 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 mattress
2025-02-2528 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-being
2025-02-2528 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 min
The Wandering PilgrimsJuly 16, 1776: Letter to John Adams from John HancockStep back in time with The Wandering Pilgrims as we bring you a heartfelt letter from John Hancock to John Adams, dated July 16, 1776. In this intimate correspondence, Hancock extends a generous offer to Adams' family amidst the challenges of the smallpox epidemic. With warm hospitality, he invites them to his Boston home and garden, ensuring their comfort and safety during the inoculation process. This glimpse into the personal lives of these historical figures highlights the camaraderie and support that bound the founding fathers beyond their political endeavors.
We invite you to listen, reflect, and share this episode...
2025-01-2701 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 minThe Wandering PilgrimsJohn Hancock: Faith, Freedom, and the Founding of a NationToday, we uncover the fascinating life of John Hancock, one of America's most renowned Founding Fathers. Known for his bold signature on the Declaration of Independence, Hancock's story goes far beyond that iconic moment. Join us as we explore the life of a man whose faith, character, and actions helped shape the foundation of the United States.
Born on January 23, 1737, in Braintree, Massachusetts, John Hancock's family had deep roots in New England. Despite losing his father at a young age, Hancock was raised by his uncle, Thomas Hancock, who introduced him to the world...
2025-01-0608 min
The CEO1440 ShowThe Future of Mortgage Processing: Hancock Processing’s Game-Changing Playbook | with Tyler HancockIn the mortgage world, there’s one thing I know for sure: success isn’t a solo act. Whether you’re a broker, loan officer, or processor, efficiency and expertise can make or break your business. That’s why I’m a huge advocate for working smarter, not harder.
Recently, I had the chance to sit down with Tyler Hancock, the founder and CEO of Hancock Processing—one of the fastest-growing third-party processing companies in the country. Tyler’s journey, insights, and approach to third-party processing shed light on how mortgage professionals can save time, increase profits...
2024-12-2035 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
Life AcceleratedPromoting Long, Healthy Lives Through Digital Transformation with Jean Olive, John HancockHost Anthony O'Donnell sits down with Jean Olive, CIO of John Hancock, to discuss the company's impressive journey towards digital transformation and its focus on enhancing customer experience. Jean shares her engineering background and diverse industry experience, discussing John Hancock's mission to promote long, healthy lives through innovative initiatives like vitality behavioral insurance. The discussion covers the significant role of AI and data-driven strategies in revolutionizing underwriting, sales applications, and overall customer satisfaction. In this episode, listen to how John Hancock is embedding AI into its applications, establishing a data lake to improve data governance, a...
2024-09-1131 min
For All The Saints With Ben HancockWho Was John The Beloved & Why Was He Such A Special Apostle? - Eric Huntsman | 54Eric 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 John in our personal paths of d...
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 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 46Hancock 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 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 minLife AcceleratedStrengthen Customer Engagement through Digital Transformation with Susan P. Roberts, Head of Strategy and Transformation at John HancockJohn Hancock holds a distinguished position in the wealth and asset management space and offers a range of life insurance products exclusively through intermediaries. With over 160 years of experience, John Hancock is committed to delivering products that are easy to buy and enjoyable to own. Susan P. Roberts, the Head of Strategy and Transformation at John Hancock, joined the Life Accelerated podcast to discuss the digital journey of John Hancock and the pivotal role digitalization plays in shaping the life insurance industry. Through the lens of behavioral insurance, Susan shares how digital transformation is redefining the insurer-policyholder...
2023-12-1325 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 min
Decades of Horror | Horror News RadioLET’S SCARE JESSICA TO DEATH (1971), Interview W/Dir. John Hancock – Episode 192 – Decades Of Horror 1970s“I sit here and I can’t believe that it happened. And yet I have to believe it. Dreams or nightmares? Madness or sanity? I don’t know which is which.” Sounds like an unreliable narrator, yeah? Join your faithful Grue Crew – Doc Rotten, Bill Mulligan, and Jeff Mohr – as they talk with director John D. Hancock about his 1970s classic, Let’s Scare Jessica to Death (1971). Decades of Horror 1970s Episode 192 – Let’s Scare Jessica to Death (1971), Interview w/Dir. John D. Hancock Join the Crew on the Gruesome Magazine YouTube channel! Subscribe today! And c...
2023-07-051h 00Hancock 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 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 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
Calling History: Listen In on Conversations with History’s Most Influential People.John Hancock Part 1: “I Respect People That Bend the Law Like That.”It’s July 4, 1776. John Hancock was sitting in a pub with friends after signing the Declaration of Independence, when he received a call from the future …
John Hancock didn’t want war, but he also didn’t want the British to create unfair laws and taxes that would decimate his thriving business. As an active member of his community, he also didn’t want to see his friends and business associate suffer under the tyrannical rule of King George III. In this episode, you’ll learn:
Why John Hancock loaned money to nearly everyone.
As one of th...
2022-11-2352 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
Pardon Me?! A Presidential History PodcastFLASHCARD: John HancockS1E5 - If you think John Hancock is all about the signature, think again! In this flashcard episode (covering president-adjacent topics), we discuss all there is to know about Hancock beyond his “John Hancock.” Expect lavender suits, gout, ships full of wine, and a TV pilot pitch that we really hope gets picked up.
Email pardonme.presidentialpod@gmail.com to contact us or issue corrections (with sources, please).
Produced and Edited by Trent Thomson and Marissa Macy
Original Music by Noise of Approval
Graphic Design by Darcey Mckinney
So...
2022-08-1542 min
CEOs You Should Know BostonMarianne Harrison, President & CEO of John HancockMarianne Harrison is President and Chief Executive Officer of John Hancock, the U.S. division of Toronto-based Manulife Financial Corporation. She also is a member of Manulife’s Executive Leadership Team.Ms. Harrison, who is based in Boston, has responsibility across all aspects of John Hancock’s operations. One of the largest life insurers and fastest growing asset managers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. Before taking on her current role in 2017, Ms. Harr...
2022-07-2601 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 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 partn...
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 partners can p...
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 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 min
IMTalkIMTalk Episode 764 – John HancockThis week we get the John Hancock 'The Mountain Snail' back on the show to talk about his epic swim across Lake Taupo. We also have News, Discussion of the Week, and Q&As.
2021-03-301h 26Hancock 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
Raw Data with Rob CollieCrimefighting with a Data Model, w/ John HancockData guy by day, crimefighter also by day! John Hancock has revolutionized the Law Enforcement space with his company Hubstream. His team uses advanced data techniques and tools to assist investigators to battle all manner of illegal activity. His story, his data journey, and even his accent are fascinating! Episode Timeline: 1:35 - Project Gemini is how Rob and John met, the evolution of BI tools, and that pesky status quo 13:50 - The story of John Hancock the crimefighter AKA Captain Correlate...and how Hubstream was born 31:25 - How do you build a data warehouse that doesn't...
2021-02-161h 52Raw Data with Rob CollieCrimefighting with a Data Model, w/ John HancockData guy by day, crimefighter also by day! John Hancock has revolutionized the Law Enforcement space with his company Hubstream. His team uses advanced data techniques and tools to assist investigators to battle all manner of illegal activity. His story, his data journey, and even his accent are fascinating! Episode Timeline: 1:35 - Project Gemini is how Rob and John met, the evolution of BI tools, and that pesky status quo 13:50 - The story of John Hancock the crimefighter AKA Captain Correlate...and how Hubstream was born 31:25 - How do you build a data warehouse that doesn't...
2021-02-161h 52Hancock 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=oyIBZlZmLdf2cf6CsP
2021-01-1933 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=retire
2020-12-0730 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 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 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 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.
MLINY030920036
2020-03-0621 min
Fresh TextLuke 19:28-40 with Brannon Hancock: 6th Sunday of LentJohn Drury and Brannon Hancock discuss this week’s text: Luke 19:28-40
2019-04-081h 09
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