Hancock Talks

The 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 care
• Supplementing retirement income
• Opportunities to mitigate future taxes

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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Don’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 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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Join 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 carriers
• Sales 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 potentially capitalize on this opportunity

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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In 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 wealth
• The benefits of offering a solution that prioritizes “shared value”
• Sales strategies to help position John Hancock Vitality life insurance to your clients
• The latest on Vitality marketing resources — and how easy we’ve made it easy to access them

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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In 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

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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This 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

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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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 exemptions
• Options clients may wish to consider with their financial professionals — both now and after potential enactment
• Where to find Advanced Markets tools and resources

For financial professional use only. Not intended for use with the general public.

This material is not intended to provide advice. It is intended to promote awareness and is for educational purposes only. The opinions and views expressed in this podcast are those of the participants and do not necessarily reflect the opinions of John Hancock.

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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Make 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:

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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This month we are discussing how John Hancock is making the buying process easier for our firms, producers, and clients. This episode will explore:

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 (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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