Hancock Talks

Епизоди

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  Episode 62: Real people. Real impact. 20.08.2026 27мин

  Join us for this month’s episode of Hancock Talks as Matt Gibson, Head of Longevity and Behavioral Insurance Enablement at John Hancock, discusses how producers can help their clients prepare for longer, healthier lives. Through personal stories and actionable insights, he shares new ways to connect protection, health, and longevity in client conversations.Tune in to learn:A changing client mindset: What today’s clients expect from life insurance beyond protection.Stories that connect: Real-life examples that help clients see the impact of better health, early detection, and long-term planning.Meaningful client conversations: Practical questions and strategies to help clients think differently about their future and what it takes to be prepared for it.Listen now to discover how longevity can help deepen client relationships and create more impactful planning conversations.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.MLINY081926215-2
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  Episode 61: What underwriters are watching now and what it means for your cases 24.06.2026 18мин

  Join us for this month’s episode of Hancock Talks as Dr. Magdalena Kluchko, Chief Medical Director at John Hancock, shares her expert perspective on how ongoing changes in underwriting are reshaping risk assessment and influencing your cases. This conversation offers valuable insights to help you better understand underwriting decisions and enhance client outcomes.Tune in to learn:Smarter decisions: How underwriting is shifting from simple snapshots to a more complete, data-driven view of a client’s health. Key trends: What to know about GLP-1 medications, early detection tools, and other emerging medical developments. Producer tips: Practical ways to improve case outcomes through early collaboration and more complete medical information.Listen now to gain practical insights that can help you navigate today’s evolving underwriting landscape.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.MLINY062326187-2
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  Episode 60: Elevating wealth management through better client conversations 14.05.2026 16мин

  Join us for this month’s episode of Hancock Talks as Jagruti Panwala, financial strategist, entrepreneur, and industry leader, shares her practical perspectives on building trust, simplifying complex planning, and supporting the evolving needs of high-net-worth business owners.Tune in to learn how to:Build stronger client trust: How shared experience and industry alignment can create deeper connections. Address key planning challenges: Including liquidity, long-term wealth, and legacy goals. Simplify the planning process: Make complex conversations clearer and easier for clients to act on.Listen now and discover new ways to deepen client relationships and deliver stronger outcomes.FOR AGENT USE ONLY. THIS MATERIAL MAY NOT BE USED WITH THE 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.MLINY051426412-4
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  Episode 59: Post-Tax Season Opportunities and Strategic Legacy Planning 29.04.2026 9мин

  This month on Hancock Talks we welcome Meg Patterson, an attorney with John Hancock’s Advanced Markets team, to discuss how to turn tax conversations into opportunities for broader wealth planning.Meg shares practical guidance on:Reframing tax conversationsRethinking retirement assetsUsing life insurance as a tool for tax efficiency and legacy planningThis episode offers financial professionals actionable insights to help clients move from understanding last year’s results to making strategic choices about what comes next.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.MLINY042826873-4
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  Episode 58: What’s Trending in Advanced Markets in 2026 29.01.2026 15мин

  In 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 overview of changes stemming from OB3, state-level legislative activity, and the continued importance of non-tax estate planning.Next-generation clients: Understand how the wealth transfer is reshaping client needs and opening the door for new conversations.This forward-looking conversation equips financial professionals with practical insights to strengthen client strategies and position themselves for success in 2026.INTENDED 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. MLINY012626778-4
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  Episode 57: A new lens on longevity 12.11.2025 17мин

  In this episode, Lindsay Hanson, CMO at John Hancock and Global Head of Behavioral Insurance Strategy at Manulife, invites us to take a closer look at the Longevity Preparedness Index — a groundbreaking framework designed to help financial professionals and individuals take a more holistic approach to aging.Why you should tune in:See the full picture: The report covers health, care, housing, social connection, and more.Spot planning gaps: Low scores in care, housing, and health reveal where better preparation is needed.Start meaningful conversations: Use the insights to talk about tough topics like caregiving and life transitions.Stand out: Position yourself as a longevity partner, not just a financial advisor.INTENDED 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.MLINY110425893-2
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  Episode 56: Insider tips to accelerate your year-end sales 08.10.2025 15мин

  In this episode of Hancock Talks, host Mike Bellig is joined by Sarah Young, AVP of New Business Operations, and Kim Parsons, General Director of Life Underwriting. Together, they explore the important role the buying journey plays in the sales cycle.Why you should tune in:Faster decisions: Discover how digital applications and John Hancock ExpressTrack® can help you close cases faster and get paid sooner.Smarter solutions: Learn how integrated policy delivery and payment tools are helping make the buying journey smoother and more efficient.Unified execution: Hear how internal teams and distribution partners are working together to prioritize year-end cases.INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Digital submissions and ExpressTrack are not available in New York. Consumers, 18-60, submitting an application via JH eApp, and applying for single-life coverage up to $3 million are eligible for ExpressTrack, with an opportunity for certain applicants to obtain an instant underwriting decision.Policy issuance is not guaranteed as any life insurance purchase is subject to completion of an application, including health questions, and underwriting approval. John Hancock may obtain additional information, including medical records, to evaluate the application for insurance; and after the policy is issued, to identify any misrepresentation in the application. show lessInsurance 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. MLINY100725881-3
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  Episode 55: The AI advantage with Kartik Sakthivel: Saving time & closing more cases 29.08.2025 17мин

  In this episode of Hancock Talks, we’re excited to welcome Kartik Sakthivel, CIO at LIMRA and LOMA, and Mike Bellig, our new host. Together, they explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients. Why you should tune in: Win over Gen Z & Gen Alpha: Discover how AI can help you meet younger generations’ expectations for speed, transparency, and personalization  Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversations more meaningful and client-centric Augment human connection: Understand why AI should be seen as augmented intelligence— a tool to help you work smarter and deepen relationships, not replace them Start small, scale smart: Get practical tips on integrating AI into your practice today — from email summarization to personalized client insights Listen now to explore how AI can elevate your approach to life insurance sales and future-proof your business. INTENDED 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. MLINY082625941-3 
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  Episode 54: Emerging health trends — Perspectives from John Hancock’s medical director 27.06.2025 18мин

  Join us for this month’s episode of Hancock Talks as host Carly Brooks talks with Dr. Magdalena Kluchko, a board-certified Internist and Medical Director at John Hancock. Gain valuable insights that can elevate your practice, from the essential role medical directors play in the insurance industry to medical developments that could impact your clients. Tune in to explore:Enhancing underwriting decision-making: Discover how Dr. Kluchko’s expertise helps our team deliver the best-possible decisions — and learn how you can contribute to this process.  Emerging medical trends: Explore the potential impact of top-of-mind advancements like GLP-1 medications.Practical applications for producers: Get tips on incorporating new medical insights to improve client conversations. INTENDED 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.MLINY062725160-4
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  Episode 53: The Great Wealth Transfer: Insights with Adrienne Penta 29.05.2025 22мин

  Tune in to this month's episode of Hancock Talks, where we’re joined by Adrienne Penta, a nationally recognized expert in estate planning, family governance and multigenerational wealth education. Adrienne shares essential insights to help you guide your clients through the anticipated $70 trillion wealth transfer to the next generation.You’ll learn how to:  Guide multi-generational families effectively: Learn why it’s crucial to focus on both the “how” and the “why” of financial education and planning.Engage women in the financial-planning process: Discover how to move beyond outdated narratives and gain practical tips to reshape your client conversations.Stay ahead in the ever-evolving life insurance landscape: Ensure you’re positioned as a key financial representative during the “Great Wealth Transfer.”Listen now to understand how these insights can transform your approach to wealth transfer and client engagement. INTENDED 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.MLINY052825273-4
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  Episode 52: Empowering Business Owners - Strategies to Retain Top Talent 24.04.2025 16мин

  Join 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 regulationsINTENDED 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.MLINY041625700-3
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  Episode 51: Innovative sales strategies for selling to women 21.03.2025 19мин

  Unlock the secrets to engaging with a powerful demographic in the latest episode of Hancock Talks, featuring Marti Barletta, renowned as "the First Lady of Marketing to Women." Dive deep with Marti as she sheds light on the evolving role of women as financial decision-makers. Enhance your client interactions and sales strategies by exploring: The unique decision-making processes of womenFactors impacting their wealth-building journeysTailored marketing strategies for women who are primary earnersHow to conduct meaningful financial discussions with womenINTENDED 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.MLINY031725847-2
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  Episode 50: 2025 Outlook – Exploring Popular Predictions 13.01.2025 24мин

  Don’t miss the latest episode of Hancock Talks for key insights on how the legislative and tax landscape impacting the life insurance industry may evolve in 2025. In this timely discussion, John Hancock’s Mark Berry and Jen Fox, Vice President of Federal Affairs at Finseca, explore the potential implications for business and clients as the new presidential administration assumes power, such as: Considering the DOGE effect: Gain perspective on the role and authority of the Department of Government Efficiency (DOGE) and its possible impactKeeping an eye on tax changes: Discover how campaign tax promises might unfold, e.g., no taxes on Social Security and tips, and a SALT deduction change Staying focused on priorities: Learn Finseca's key priorities for 2025, including tax treatment of life insurance and policies on estate tax and wealth transferINTENDED 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.MLINY010925989-4
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  Episode 49: Navigating change -Year-end tips and election insights 15.11.2024 35мин

  Don’t miss this episode of Hancock Talks as Carly Brooks and her fellow Advanced Markets’ attorneys share year-end tips and the election’s implications on tax, wealth-transfer and business planning in 2025. This episode is packed with insights and details that enhance the value you offer your clients, including:Key tax planning reminders for year-end Potential tax-law changes to watch for in 2025Planning strategies to help clients successfully navigate an uncertain and evolving landscapeTune in to stay informed and prepared for year end and beyond. INTENDED 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.MLINY111524927-4
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  Episode 48: Empowered Aging - Insights from Dr. Char Hu, Founder of The Helper Bees 29.10.2024 23мин

  In this special episode of Hancock Talks, Dr. Char Hu discusses his inspiring journey in the long-term care space, including founding The Helper Bees and offers valuable insights on:The growing preference for “aging in place”The crucial role of proactive wellness in the aging processHow The Helper Bees enhance the lives and well-being of their clientsINTENDED 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.MLINY102524217-4
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  Episode 47: Strategic Insights – Hector Martinez reflects on his first 100 days leading John Hancock’s insurance division 21.10.2024 33мин

  Join Hector Martinez, John Hancock’s new Head of Insurance, as he reflects on his first 100 days in the role. He shares his vision for the company’s future and the benefits for our producers. Key insights include: Leadership and Culture: Fostering competitive leadership, organizational excellence, execution, and team empowerment Goals and Priorities: Streamlining processes to ensure easy access to products and solutions Industry Challenges: Navigating rapid change, AI advancements, regulatory environments, and the evolving roles of financial professionals INTENDED 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.MLINY102124866-4
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  Episode 46: Life Insurance Awareness Month 2024 — Key insights from Finseca 23.08.2024 35мин

  Tune in to a special edition of Hancock Talks in celebration of Life Insurance Awareness Month. We’re excited to welcome Marc Cadin, CEO of Finseca, as he sits down with John Hancock's Carly Brooks to discuss some of the industry’s hottest topics, including:Addressing protection gaps: Tips on helping clients achieve better outcomesDOL Fiduciary 3.0 update: Keeping the focus on potential challenges and impactsLegislative landscape: Insights on possible shifts with the upcoming electionUS deficit analysis: The implications for clients and their planningMarc Cadin advocates for the crucial role financial services professionals play in helping enhance Americans’ financial security. Tune in now to gain insights that can benefit both you and your clients.INTENDED 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.MLINY082324023-2
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  Episode 45: Business-succession planning after Connelly 22.08.2024 36мин

  Tune 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 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.MLINY081524604-4
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  Episode 44: Trade secrets — Insights from industry veterans to drive your success 18.07.2024 25мин

  Join us for this insightful episode of Hancock Talks featuring two life insurance legends, Wayne Baldwin and Doug Koch of John Hancock. With over 100 years of combined experience, they share invaluable insights and strategies that can help you achieve success in today’s changing industry. Tune in to learn about:• Adapting to change: How our industry has evolved and what that means for you• Traits of top agents: Identifying and cultivating the characteristics that lead to success • Standing out: Key sales tactics to help you excel• Staying current: Tax concepts and trends through the years• Effective case design: Best practices for illustrating products and designing casesDon’t miss this opportunity to hear tips from two industry pros on staying ahead in the ever-changing world of life insurance.INTENDED 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.MLINY071224121-2
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  Episode 43: Help your clients prepare for the 2026 estate tax exemption sunset - New Survivorship Guaranteed Purchase Option 24.06.2024 13мин

  In our latest episode of Hancock Talks, join Carly Brooks, and Ana Canelos, of John Hancock’s Advanced Markets team, as they unravel the complexities of estate planning amidst the looming sunset of the lifetime estate tax exemption. Discover how you can help your clients today, with details on:The pivotal role of survivorship life insuranceInsights on client hesitations — and how you can helpJohn Hancock’s innovative, new Survivorship Guaranteed Purchase OptionTips on navigating large survivorship cases with confidenceTune in today to learn how to stay ahead in estate 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.MLINY061424574-2