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:  The common tax surprises at retirement Important insights about three typical retirement income buckets  The unique tax advantages and hedging that life insurance can provide INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Insurance produc ..read more

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: The importance of innovating and modernizing to meet customer needs — and how John Hancock can empower you on that ..read more

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 behind estate planning Maximizing trust planning: Leveraging non-tax advantages to help achiev ..read more

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 to help your clients prepare now to avoid missed opportunities What today’s clients should con ..read more

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 long-term care with clients — and resolve mistaken preconceptions What conversation openers ..read more

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: The differences in planning for multina ..read more

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 insights for prospective clients — with an underwriter’s take on the “cost of waitin ..read more

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 behind John Hancock’s focus on innovation and delivering more value  Insights on several industr ..read more

In the latest episode of Hancock Talks, Todd Steinberg, partner at Loeb and 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 Act could impact estate and gift audits Tips for financial professionals to use when discussing i ..read more

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 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 selling process  Why weaving stories into your pre-sale discussions can help enlighten clients and inspire them to act The secrets to a good story — including a proven and powerful example from Ma ..read more