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

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

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