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In this episode of the Hancock Talks Podcast, Kartik Sakthivel (CIO at LIMRA and LOMA) and Mike Bellig (their new host) explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients.
Mutual of Omaha Advanced Market Minute: H.R. 1, also known as the One Big Beautiful Bill (OBBB) Act, includes numerous tax provisions designed to lower tax obligations for individuals and businesses. A key question for many seniors is whether the Act fulfills a promise made during the campaign to eliminate taxes on Social Security benefits.
As you consider integrating Qualified Charitable Distributions (QCDs) into your clients’ financial plans, remember the importance of personalizing your approach. Each clients’ financial situation and charitable intentions are unique, and understanding their specific goals can enhance the value you provide.
When preparing for the increasing costs of college tuition, many families typically consider 529 plans or custodial accounts as primary options. However, an alternative strategy that is gaining popularity due to its flexibility, tax advantages and long-term benefits is Index Universal Life (IUL) insurance. Read this month’s article below as we delve into the distinctive benefits of utilizing IULs for saving toward college expenses.
Tune in and gain a valuable perspective on the evolution of behavioral insurance from the experts at John Hancock.
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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 Hancock’s Mark Berry and Jen Fox, Vice President of Federal Affairs at Finseca, explore the potential implications for business and clients as the new presidential administration assumes power, such as:
In this special episode, sponsored by John Hancick, Dr. Char Hu discusses his inspiring journey in the long-term care space, including founding The Helper Bees, and offers valuable insights on:
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