Hancock Talks

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:

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:

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: 

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:

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:  

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:  

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: 

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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: 

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:

Tune in to stay informed and prepared for year end and beyond. 

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:

INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.

Insurance products are issued by: John Hanc...

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 

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:

Marc Cadin advocates for the crucial role financial servi...

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: 

INTENDED FOR FI...

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 concept...

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:

Tune in today to learn how to stay ahead in estate planning.

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Join us for an engaging conversation on how our underwriting strategies can help enhance your success in our industry's most promising growth area. In this episode, Neal Halder, Vice President and Chief Underwriter, and Greg Dewey, AVP of Underwriting Operations, dive into the details that can make a significant impact on your next case, such as: 

Today we are joined by Mark Berry, Variable Life Vice President at John Hancock, as he draws on his over 20 years of experience in the life insurance industry to share how you can prepare clients for what many cite as their number one financial surprise in retirement — taxes. Join us to learn more about: 

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In the rapidly changing life insurance market, staying ahead of the curve while maintaining trust and stability is crucial for success. Listen to the latest episode of Hancock Talks, where we’ll delve into the importance of evolving to meet the needs of today’s customers — and how John Hancock can help. This podcast will feature a wide-ranging discussion with John Hancock’s Fred Deminico, Head of Sales, and Michelle Dauphinais, Head of Distribution. Join us to gain insights on:

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: 

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: 

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: 

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 opportunities and strategies, sharing their expertise on:

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:

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: 

For financial professional use only. No...

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: 

For...

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:

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:

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:

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:

For financial professional use only. Not intended for use with the general public.

Insuranc...

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:

For financial professional use o...

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 Chris Della Porta from GRAIL talk about the companies’ shared commitment to helping people live longer, healthier, better lives. Th...

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:

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:

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:

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:

For financial professional use only. Not intended for use with the general public.

Insurance pr...

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:

For Financial Professional Use Only. Not intended for use with the general public.

Insurance products are issued by: John...

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:

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:

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:

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:

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