Shows
Hancock 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 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