Episodes

Explore the tender side of estate planning in the latest episode of Hancock Talks, where host Carly Brooks delves into planning’s compassionate essence with Nikki Marie Sherwood, a partner in Nutter’s Private Client Department. Drawing on her extensive experience, Nikki shares how prioritizing the emotional aspects of estate planning can elevate your practice and enrich the legacies of your high-net-worth clients. Tune in for guidance on: Inspiring action: Uncovering the emotional motivations b...

Start the new year strong by tuning in to the latest episode of Hancock Talks where host Carly Brooks is joined by Kevin Blanton, an Associate Counsel in our Advanced Markets Group at John Hancock. They dive into the latest legislative trends and planning opportunities that may enhance client discussions in the year ahead. Some of the topics they’ll address include: The impact of recent inflation adjustments on the lifetime exemption The lifetime gift and estate tax-exemption sunset — and how ...

With November recognized as Long-Term Care Awareness Month, tune in to hear a discussion on the importance of taking a proactive approach to extended-care planning with Harley Gordon and John Hancock’s Carly Brooks. Harley is a founding member of the National Academy of Elder Law Attorneys and has over 30 years’ experience helping families deal with the financial consequences of a long-term care event. During this new episode of Hancock Talks, you’ll learn: How to explore the potential need for...

Tune in to the latest episode of Hancock Talks to help empower your success in the foreign-national space. Gain key planning insights for this growing market from a discussion featuring Ruth Mattson, a speaker and author on international estate planning topics and a partner at Boston’s Verrill Law, a firm that provides estate and tax planning to multinational clients and their families. Ruth and host Carly Brooks, Head of Advanced Markets at John Hancock, will dive into foreign-national planning...

While Life Insurance Awareness Month draws to a close, we’re making it easy for you to take advantage of the important insights it provided. Simply tune in to the latest episode of Hancock Talks, where we are joined by Elizabeth Caswell, Research Director, LIMRA and LOMA, and host Carly Brooks, Head of Advanced Markets at John Hancock as they dive into a timely discussion that can help you: Prospect to different types of clients Recognize barriers to the purchase decision Understand your clie...

Listen to the latest episode of Hancock Talks, where we are joined by Tim Pfeifer, President of Pfeifer Advisory LLC, and dive into a timely conversation about how recent changes to Indexed UL illustration guidelines may affect the industry. You’ll also gain insights on: The history of IUL illustrations and how they’ve evolved over time AG49-A’s recent changes and how the industry has responded Best practices to explain Indexed UL and compare products What to expect next and some ideas for i...

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 insigh...

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 b...

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...

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 a...

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 financia...

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 legislativ...

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 C...

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 ...

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 ...

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 ...

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...

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...

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...

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 arran...

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 arran...

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 arran...

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 profes...

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 profes...