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 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 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 min