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Hancock Talks episodes
- Episode 3: Maximizing the gift tax exemption in uncertain timesA gifting strategy is one of the best ways to enhance your client’s legacy and minimize their exposure to transfer taxes. Given today’s uncertainty, clients who are able to leverage the largest gift tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates in the long run. In this episode, we will explore:
- Advantages of making gifts today given the current market environment
- Ways to leverage some of the lowest AFRs in history to create flexibility and alleviate client concerns
- Insights on a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift
- Underwriting tips for submitting your large cases
MLINY042220163 4/2034 min - Episode 2: 3 Key Indexed UL Selling Points
Knowing the key selling points to Indexed UL can help you uncover value for your clients and open new opportunities for you.
- Why IUL has become so popular
- Key tips, product details and tools that can help make the IUL sale
- The tools available to help manage IUL policy performance
Plus, see how to apply the backstop concept to IUL and get an overview of the marketing resources available to support your IUL sales process.
MLINY030920037
17 min - Episode 1: John Hancock Aspire
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
22 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.
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.
MLINY030920035
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