Episodes

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...

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 p...

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 p...

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 p...

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 ...

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 ...

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 ...

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 st...

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 st...

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 st...

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 c...

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 c...

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 c...

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. I...

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. I...

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. I...

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 O...

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 O...

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 O...

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: Why now is the time to talk about life insurance How innovation is helping close the life insurance gap Tips for dispelling myths and building trusted client relationships How to add value during policy review...

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: Why now is the time to talk about life insurance How innovation is helping close the life insurance gap Tips for dispelling myths and building trusted client relationships How to add value during policy review...

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: Why now is the time to talk about life insurance How innovation is helping close the life insurance gap Tips for dispelling myths and building trusted client relationships How to add value during policy review...

This month we are discussing how John Hancock is making the buying process easier for our firms, producers, and clients. This episode will explore: Our latest, cutting-edge solutions which dramatically reduce the life insurance sales cycle The approach we’ve taken to tackle many of the traditional buying-process pain points How we’re delivering a more customer-centric experience For Financial Professional Use Only. Not intended for use with the general public. * Based on internal data as of...

This month we are discussing how John Hancock is making the buying process easier for our firms, producers, and clients. This episode will explore: Our latest, cutting-edge solutions which dramatically reduce the life insurance sales cycle The approach we’ve taken to tackle many of the traditional buying-process pain points How we’re delivering a more customer-centric experience For Financial Professional Use Only. Not intended for use with the general public. * Based on internal data as of...