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Recent Episodes
S1E60 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…
S1E59 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…
S1E58 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…
S1E57 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…
S1E56 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…
S1E55 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…
S1E54 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…
S1E53 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.…
S1E52 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…
S1E51 Episode 51: Innovative sales strategies for selling to women
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…
S1E50 Episode 50: 2025 Outlook – Exploring Popular Predictions
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…
S1E49 Episode 49: Navigating change -Year-end tips and election insights
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…
S1E48 Episode 48: Empowered Aging - Insights from Dr. Char Hu, Founder of The Helper Bees
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:The growing…
S1E47 Episode 47: Strategic Insights – Hector Martinez reflects on his first 100 days leading John Hancock’s insurance division
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…
S1E46 Episode 46: Life Insurance Awareness Month 2024 — Key insights from Finseca
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…
S1E45 Episode 45: Business-succession planning after Connelly
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…
S1E44 Episode 44: Trade secrets — Insights from industry veterans to drive your success
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…
S1E43 Episode 43: Help your clients prepare for the 2026 estate tax exemption sunset - New Survivorship Guaranteed Purchase Option
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…
S1E42 Episode 42: Empower your success with the John Hancock underwriting advantage
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…
S1E41 Episode 41: The financial surprises of retirement
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…
Frequently Asked Questions
Hancock Talks has published 58 episodes since March 2020, covering topics in Business, Marketing.
Hancock Talks is currently highly active with new episodes every 2 months. Average episode length is 23m.
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