Episodes
15
July 27, 2021
Episode 15: Digital Enhancements – Shave up to 20 days from submission to policy issue!*
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...
13
April 1, 2021
Episode 13: Motivating clients to take action
This month we are exploring how to avoid stalled deals and client procrastination with the goal of shortening the sales cycle and helping clients make a decision faster and with less effort. Our featured guest is Chuck Hollander, founder of Red Flag Advantage and past President and Chairperson of the Board of Forum 400. Chuck has over 25 years of experience in financial services as a top producer, entrepreneur and speaker. This episode will share insights on: A framework that helps producers ov...
13
April 1, 2021
Episode 13: Motivating clients to take action
This month we are exploring how to avoid stalled deals and client procrastination with the goal of shortening the sales cycle and helping clients make a decision faster and with less effort. Our featured guest is Chuck Hollander, founder of Red Flag Advantage and past President and Chairperson of the Board of Forum 400. Chuck has over 25 years of experience in financial services as a top producer, entrepreneur and speaker. This episode will share insights on: A framework that helps producers ov...
13
April 1, 2021
Episode 13: Motivating clients to take action
This month we are exploring how to avoid stalled deals and client procrastination with the goal of shortening the sales cycle and helping clients make a decision faster and with less effort. Our featured guest is Chuck Hollander, founder of Red Flag Advantage and past President and Chairperson of the Board of Forum 400. Chuck has over 25 years of experience in financial services as a top producer, entrepreneur and speaker. This episode will share insights on: A framework that helps producers ov...
12
Feb. 18, 2021
Episode 12: Unlocking business planning opportunities in 2021
Our newest podcast focuses on potential legislative changes that could affect small business owners, highlighting how they can set up plans today to navigate current and future needs. We’re joined by Caroline Brooks, head of Advanced Markets and AVP and counsel for John Hancock Insurance, who will share insights on: Protecting against the loss of a key person in your organization How proposals may impact C corporations Using life insurance as an executive-retention strategy Where to find mar...
12
Feb. 18, 2021
Episode 12: Unlocking business planning opportunities in 2021
Our newest podcast focuses on potential legislative changes that could affect small business owners, highlighting how they can set up plans today to navigate current and future needs. We’re joined by Caroline Brooks, head of Advanced Markets and AVP and counsel for John Hancock Insurance, who will share insights on: Protecting against the loss of a key person in your organization How proposals may impact C corporations Using life insurance as an executive-retention strategy Where to find mar...
12
Feb. 18, 2021
Episode 12: Unlocking business planning opportunities in 2021
Our newest podcast focuses on potential legislative changes that could affect small business owners, highlighting how they can set up plans today to navigate current and future needs. We’re joined by Caroline Brooks, head of Advanced Markets and AVP and counsel for John Hancock Insurance, who will share insights on: Protecting against the loss of a key person in your organization How proposals may impact C corporations Using life insurance as an executive-retention strategy Where to find mar...
11
Jan. 20, 2021
Episode 11: John Hancock Vitality — helping to protect wealth and maintain health
Don’t miss this opportunity to hear Steve Herlihy, a Partner with Wellspring Associates and an avid Vitality member, as he talks about his personal experience with John Hancock Vitality PLUS and how he positions the program with his high-net-worth clients. In this episode, we will also explore: New member data at the program’s five-year milestone showing positive health outcomes Insights on how Vitality PLUS can provide long-term value and financial benefits to help protect wealth and maintai...
11
Jan. 20, 2021
Episode 11: John Hancock Vitality — helping to protect wealth and maintain health
Don’t miss this opportunity to hear Steve Herlihy, a Partner with Wellspring Associates and an avid Vitality member, as he talks about his personal experience with John Hancock Vitality PLUS and how he positions the program with his high-net-worth clients. In this episode, we will also explore: New member data at the program’s five-year milestone showing positive health outcomes Insights on how Vitality PLUS can provide long-term value and financial benefits to help protect wealth and maintai...
11
Jan. 20, 2021
Episode 11: John Hancock Vitality — helping to protect wealth and maintain health
Don’t miss this opportunity to hear Steve Herlihy, a Partner with Wellspring Associates and an avid Vitality member, as he talks about his personal experience with John Hancock Vitality PLUS and how he positions the program with his high-net-worth clients. In this episode, we will also explore: New member data at the program’s five-year milestone showing positive health outcomes Insights on how Vitality PLUS can provide long-term value and financial benefits to help protect wealth and maintai...
10
Dec. 3, 2020
Episode 10: Get a jumpstart on 2021 with insights from Advanced Markets
In this episode of Hancock Talks, we are dissecting the potential impact the presidential election could have on wealth-transfer strategies for your high-net-worth (HNW) & high-income clients. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss: Wealth-transfer strategies for HNW clients to take advantage of today Opportunities to consider specifically for high-income clients President-elect Biden’s proposals and how likely it is that legisl...
10
Dec. 3, 2020
Episode 10: Get a jumpstart on 2021 with insights from Advanced Markets
In this episode of Hancock Talks, we are dissecting the potential impact the presidential election could have on wealth-transfer strategies for your high-net-worth (HNW) & high-income clients. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss: Wealth-transfer strategies for HNW clients to take advantage of today Opportunities to consider specifically for high-income clients President-elect Biden’s proposals and how likely it is that legisl...
10
Dec. 3, 2020
Episode 10: Get a jumpstart on 2021 with insights from Advanced Markets
In this episode of Hancock Talks, we are dissecting the potential impact the presidential election could have on wealth-transfer strategies for your high-net-worth (HNW) & high-income clients. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss: Wealth-transfer strategies for HNW clients to take advantage of today Opportunities to consider specifically for high-income clients President-elect Biden’s proposals and how likely it is that legisl...
9
Oct. 26, 2020
Episode 9: Planning opportunities in a record-low interest rate environment
Learn why now is the time for your high-net-worth clients to take advantage of today’s low interest rates. Our guest this episode is Alan Brown, a partner at the law firm HunterMaclean, who discusses strategies he’s utilizing today to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment. In the latest episode, you’ll gain insights on: Why now is an opportune time for clients to be doing estate planning Planning methods that address ...
9
Oct. 26, 2020
Episode 9: Planning opportunities in a record-low interest rate environment
Learn why now is the time for your high-net-worth clients to take advantage of today’s low interest rates. Our guest this episode is Alan Brown, a partner at the law firm HunterMaclean, who discusses strategies he’s utilizing today to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment. In the latest episode, you’ll gain insights on: Why now is an opportune time for clients to be doing estate planning Planning methods that address ...
9
Oct. 26, 2020
Episode 9: Planning opportunities in a record-low interest rate environment
Learn why now is the time for your high-net-worth clients to take advantage of today’s low interest rates. Our guest this episode is Alan Brown, a partner at the law firm HunterMaclean, who discusses strategies he’s utilizing today to help his clients benefit from both the historically high transfer tax exemptions and low interest rate environment. In the latest episode, you’ll gain insights on: Why now is an opportune time for clients to be doing estate planning Planning methods that address ...
8
Sept. 23, 2020
Episode 8: Enhancing the client experience through behavioral economics
This month on Hancock Talks, we’re exploring the connection between behavioral economics and financial decision-making. Our featured guest is Joey Davenport, President of the Hoopis Performance Network in Chicago. He has over 25 years of experience in financial services as a top producer. He is also co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. In this episode, we will look at: Ways behavioral economics can help close the life insurance coverage ga...
8
Sept. 23, 2020
Episode 8: Enhancing the client experience through behavioral economics
This month on Hancock Talks, we’re exploring the connection between behavioral economics and financial decision-making. Our featured guest is Joey Davenport, President of the Hoopis Performance Network in Chicago. He has over 25 years of experience in financial services as a top producer. He is also co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. In this episode, we will look at: Ways behavioral economics can help close the life insurance coverage ga...
8
Sept. 23, 2020
Episode 8: Enhancing the client experience through behavioral economics
This month on Hancock Talks, we’re exploring the connection between behavioral economics and financial decision-making. Our featured guest is Joey Davenport, President of the Hoopis Performance Network in Chicago. He has over 25 years of experience in financial services as a top producer. He is also co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. In this episode, we will look at: Ways behavioral economics can help close the life insurance coverage ga...
7
Aug. 28, 2020
Episode 7: John Hancock Vitality – Offering expertise, tools and resources to enhance your clients’ experience
We’re talking to experts in the areas of nutrition, technology and virtual health to learn about the latest trends in overall personal health and wellness. Our featured guests, Dr. Dariush Mozaffarian, Dean of Friedman School of Nutrition Science and Policy at Tufts University, and Dr. Vindell Washington, CEO of Onduo, share their insights on these topics that are top-of-mind for so many. In this episode, we will explore: How technology is enabling better access to virtual care as well as heal...
7
Aug. 28, 2020
Episode 7: John Hancock Vitality – Offering expertise, tools and resources to enhance your clients’ experience
We’re talking to experts in the areas of nutrition, technology and virtual health to learn about the latest trends in overall personal health and wellness. Our featured guests, Dr. Dariush Mozaffarian, Dean of Friedman School of Nutrition Science and Policy at Tufts University, and Dr. Vindell Washington, CEO of Onduo, share their insights on these topics that are top-of-mind for so many. In this episode, we will explore: How technology is enabling better access to virtual care as well as heal...
7
Aug. 28, 2020
Episode 7: John Hancock Vitality – Offering expertise, tools and resources to enhance your clients’ experience
We’re talking to experts in the areas of nutrition, technology and virtual health to learn about the latest trends in overall personal health and wellness. Our featured guests, Dr. Dariush Mozaffarian, Dean of Friedman School of Nutrition Science and Policy at Tufts University, and Dr. Vindell Washington, CEO of Onduo, share their insights on these topics that are top-of-mind for so many. In this episode, we will explore: How technology is enabling better access to virtual care as well as heal...
5
June 26, 2020
Episode 5: Policy review – life changes and so do insurance needs
Discover how conducting a policy review can not only have a positive impact on your clients, but can also bring about opportunities for you. In the latest episode of Hancock Talks, you’ll gain insights on: The value of reconnecting with clients and reviewing their existing coverage Strategies and steps for conducting a policy review Recent product innovations that can benefit clients today Analyzing an existing policy and a sample case study of when needs change Marketing tools and material...
5
June 26, 2020
Episode 5: Policy review – life changes and so do insurance needs
Discover how conducting a policy review can not only have a positive impact on your clients, but can also bring about opportunities for you. In the latest episode of Hancock Talks, you’ll gain insights on: The value of reconnecting with clients and reviewing their existing coverage Strategies and steps for conducting a policy review Recent product innovations that can benefit clients today Analyzing an existing policy and a sample case study of when needs change Marketing tools and material...