Hancock Talks

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: * Key tax planning reminders for year-end  * Potential tax-law changes to watch for in 2025 * Planning strategies to help clients successfully navigate an uncertain and evolving landscape Tune in to stay informed and prepared for year end and beyond.  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. MLINY111524927-4

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 preference for “aging in place” * The crucial role of proactive wellness in the aging process * How The Helper Bees enhance the lives and well-being of their clients 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. MLINY102524217-4

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  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. MLINY102124866-4

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: * Addressing protection gaps: Tips on helping clients achieve better outcomes * DOL Fiduciary 3.0 update: Keeping the focus on potential challenges and impacts * Legislative landscape: Insights on possible shifts with the upcoming election * US deficit analysis: The implications for clients and their planning Marc Cadin advocates for the crucial role financial services professionals play in helping enhance Americans’ financial security. Tune in now to gain insights that can benefit both you and your clients. 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. MLINY082324023-2

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:  * The critical importance of a formal, well-funded buy-sell plan * The potential benefits and drawbacks of an entity-redemption buy-sell arrangement * Key takeaways from the Connelly case and the Supreme Court’s decision * Next steps in guiding your business-owner clients through this evolving landscape 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. MLINY081524604-4