Hancock Talks

Hosted by John Hancock Insurance

Business Marketing

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Episodes

Latest episode

Jun 2026

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EN-US

About the show

Now there's an easy way to gain ideas that can help grow your business. Our informative podcast series designed for financial professionals offers insights into life insurance trends and opportunities — both in the industry and at John Hancock—with a focus on tactics that can help drive your life insurance sales. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY030920035

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60 recent

August 20, 202627 min

Episode 62: Real people. Real impact.

Join us for this month’s episode of Hancock Talks as Matt Gibson, Head of Longevity and Behavioral Insurance Enablement at John Hancock, discusses how producers can help their clients prepare for longer, healthier lives. Through personal stories and actionable insights, he shares new ways to connect protection, health, and longevity in client conversations. Tune in to learn: A changing client mindset: What today’s clients expect from life insurance beyond protection. Stories that connect: Real-life examples that help clients see the impact of better health, early detection, and long-term planning. Meaningful client conversations: Practical questions and strategies to help clients think differently about their future and what it takes to be prepared for it. Listen now to discover how longevity can help deepen client relationships and create more impactful planning conversations. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY081926215-2

June 24, 202618 min

Episode 61: What underwriters are watching now and what it means for your cases

Join us for this month’s episode of Hancock Talks as Dr. Magdalena Kluchko, Chief Medical Director at John Hancock, shares her expert perspective on how ongoing changes in underwriting are reshaping risk assessment and influencing your cases. This conversation offers valuable insights to help you better understand underwriting decisions and enhance client outcomes. Tune in to learn: Smarter decisions: How underwriting is shifting from simple snapshots to a more complete, data-driven view of a client’s health. Key trends: What to know about GLP-1 medications, early detection tools, and other emerging medical developments. Producer tips: Practical ways to improve case outcomes through early collaboration and more complete medical information. Listen now to gain practical insights that can help you navigate today’s evolving underwriting landscape. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY062326187-2

May 14, 202616 min

Episode 60: Elevating wealth management through better client conversations

Join us for this month’s episode of Hancock Talks as Jagruti Panwala, financial strategist, entrepreneur, and industry leader, shares her practical perspectives on building trust, simplifying complex planning, and supporting the evolving needs of high-net-worth business owners. Tune in to learn how to: Build stronger client trust: How shared experience and industry alignment can create deeper connections. Address key planning challenges: Including liquidity, long-term wealth, and legacy goals. Simplify the planning process: Make complex conversations clearer and easier for clients to act on. Listen now and discover new ways to deepen client relationships and deliver stronger outcomes. FOR AGENT USE ONLY. THIS MATERIAL MAY NOT BE USED WITH THE PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY051426412-4

April 29, 20269 min

Episode 59: Post-Tax Season Opportunities and Strategic Legacy Planning

This month on Hancock Talks we welcome Meg Patterson, an attorney with John Hancock’s Advanced Markets team, to discuss how to turn tax conversations into opportunities for broader wealth planning. Meg shares practical guidance on: Reframing tax conversations Rethinking retirement assets Using life insurance as a tool for tax efficiency and legacy planning This episode offers financial professionals actionable insights to help clients move from understanding last year’s results to making strategic choices about what comes next. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY042826873-4

January 29, 202615 min

Episode 58: What’s Trending in Advanced Markets in 2026

In this episode of Hancock Talks, host Mike Bellig is joined by Tracey Ullom, Lead Counsel and Head of John Hancock’s Advanced Markets to break down the biggest themes shaping conversations this year. With evolving economic conditions, legislative changes, and shifting client demographics, Tracey offers guidance for financial professionals looking to stay ahead. Why you should tune in: A new lens on planning: Learn why 2026 is the year to focus on the reasons why clients plan—across estate, income tax, and business needs. Tax and estate updates: Get an overview of changes stemming from OB3, state-level legislative activity, and the continued importance of non-tax estate planning. Next-generation clients: Understand how the wealth transfer is reshaping client needs and opening the door for new conversations. This forward-looking conversation equips financial professionals with practical insights to strengthen client strategies and position themselves for success in 2026. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY012626778-4

November 12, 202517 min

Episode 57: A new lens on longevity

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: See the full picture: The report covers health, care, housing, social connection, and more. Spot planning gaps: Low scores in care, housing, and health reveal where better preparation is needed. Start meaningful conversations: Use the insights to talk about tough topics like caregiving and life transitions. Stand out: Position yourself as a longevity partner, not just a financial advisor. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY110425893-2

October 8, 202515 min

Episode 56: Insider tips to accelerate your year-end sales

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: Faster decisions: Discover how digital applications and John Hancock ExpressTrack® can help you close cases faster and get paid sooner. Smarter solutions: Learn how integrated policy delivery and payment tools are helping make the buying journey smoother and more efficient. Unified execution: Hear how internal teams and distribution partners are working together to prioritize year-end cases. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Digital submissions and ExpressTrack are not available in New York. Consumers, 18-60, submitting an application via JH eApp, and applying for single-life coverage up to $3 million are eligible for ExpressTrack, with an opportunity for certain applicants to obtain an instant underwriting decision. Policy issuance is not guaranteed as any life insurance purchase is subject to completion of an application, including health questions, and underwriting approval. John Hancock may obtain additional information, including medical records, to evaluate the application for insurance; and after the policy is issued, to identify any misrepresentation in the application. show less Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY100725881-3

August 29, 202517 min

Episode 55: The AI advantage with Kartik Sakthivel: Saving time & closing more cases

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: Win over Gen Z & Gen Alpha: Discover how AI can help you meet younger generations’ expectations for speed, transparency, and personalization Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversations more meaningful and client-centric Augment human connection: Understand why AI should be seen as augmented intelligence— a tool to help you work smarter and deepen relationships, not replace them Start small, scale smart: Get practical tips on integrating AI into your practice today — from email summarization to personalized client insights Listen now to explore how AI can elevate your approach to life insurance sales and future-proof your business. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY082625941-3

June 27, 202518 min

Episode 54: Emerging health trends — Perspectives from John Hancock’s medical director

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: Enhancing underwriting decision-making: Discover how Dr. Kluchko’s expertise helps our team deliver the best-possible decisions — and learn how you can contribute to this process. Emerging medical trends: Explore the potential impact of top-of-mind advancements like GLP-1 medications. Practical applications for producers: Get tips on incorporating new medical insights to improve client conversations. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY062725160-4

May 29, 202522 min

Episode 53: The Great Wealth Transfer: Insights with Adrienne Penta

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: Guide multi-generational families effectively: Learn why it’s crucial to focus on both the “how” and the “why” of financial education and planning. Engage women in the financial-planning process: Discover how to move beyond outdated narratives and gain practical tips to reshape your client conversations. Stay ahead in the ever-evolving life insurance landscape: Ensure you’re positioned as a key financial representative during the “Great Wealth Transfer.” Listen now to understand how these insights can transform your approach to wealth transfer and client engagement. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY052825273-4