Hancock Talks

By John Hancock InsuranceBusiness Marketing

Hancock Talks episodes

June 29, 2023Episode 33: Have 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 underwriting
High-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 insurance
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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25 min
May 30, 2023Episode 32: Leading with vision: An insightful conversation with Brooks Tingle, President & CEO, John Hancock
Tune 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 sales
The impetus behind John Hancock’s focus on innovation and delivering more value
Insights on several industry-wide challenges and ideas on how you can respond
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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25 min
April 27, 2023Episode 31: Lessons learned from an IRS Audit
In 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 audit
Whether the Inflation Reduction Act could impact estate and gift audits
Tips for financial professionals to use when discussing intergenerational planning with high-net-worth clients
Ways to help clients feel comfortable with flexible planning
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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54 min
February 16, 2023Episode 30: The power of storytelling in life insurance planning
Listen 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 act
The secrets to a good story — including a proven example from Mark’s long experience in the life insurance business
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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21 min
January 13, 2023Episode 29: Industry Insights - A discussion with Army Robinson, Chief Advocacy Officer for Finseca & Carly Brooks, Head of Advanced Markets
Don’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 2023
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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37 min
November 23, 2022Episode 28: Planning for 2023 — insights from Advanced Markets
In 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 needs
Actions clients are taking in relation to the basic exclusion amount
This year’s most significant legislative changes and legal decisions
Whether the recent elections may result in new tax laws
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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19 min
October 06, 2022Episode 27: John Hancock offers access to early cancer screening — what it means for your clients
John 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. They will also discuss:
How the Galleri test works
Which of your clients are eligible for the Galleri test
How Galleri test results affect a client’s life insurance coverage
Tips and talking points for leveraging this news in timely year-end conversations and policy reviews.
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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20 min
August 24, 2022Episode 26: Life Insurance Awareness Month — get the latest insights on today's clients to grow your sales
We’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 insurance
Tips and talking points for building trusted client relationships
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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17 min
July 22, 2022Episode 25: What the current interest rate environment means for the life insurance industry, your business and your clients
Tune 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 rates
How rising rates can impact John Hancock’s general account and, ultimately, policyholders
What stands out about John Hancock’s approach to determining interest crediting rates and translating that approach to clients during a time of economic uncertainty
Tips to keep in mind when selecting an insurance company to do business with
Key talking points to use with your clients about market volatility and interest rates
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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18 min
May 18, 2022 Episode 24: Planning using intergenerational split dollar after the Levine decision
Join 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 arrangement
* The importance of using “excess capital” for legacy-planning strategies, and the financial planner’s role in determining and documenting available excess capita
* Why clients should be diligent in selecting qualified, competent legal counsel as part of a collaborative planning team
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) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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34 min

About Hancock Talks

From the publisher's feed

Now there's an easy way to gain ideas that can help grow your business. Our informative podcast series designed for financial professionals offers insights into life insurance trends and opportunities — both in the industry and at John Hancock—with a focus on tactics that can help drive your life insurance sales.