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Hancock Talks

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,…

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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…

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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…

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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…

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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…

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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,…

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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…

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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…

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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…

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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…

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Episode 52: Empowering Business Owners - Strategies to Retain Top Talent

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: Why retaining key employees is more…

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