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 cost-effective than replacing them
• Strategies such as deferred compensation to reward and retain top talent
• How life insurance can enhance executive benefit plans and help navigate related regulations

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.

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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 as she sheds light on the evolving role of women as financial decision-makers. Enhance your client interactions and sales strategies by exploring:

• The unique decision-making processes of women
• Factors impacting their wealth-building journeys
• Tailored marketing strategies for women who are primary earners
• How to conduct meaningful financial discussions with women

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.

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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:

• Considering the DOGE effect: Gain perspective on the role and authority of the Department of Government Efficiency (DOGE) and its possible impact
• Keeping an eye on tax changes: Discover how campaign tax promises might unfold, e.g., no taxes on Social Security and tips, and a SALT deduction change
• Staying focused on priorities: Learn Finseca's key priorities for 2025, including tax treatment of life insurance and policies on estate tax and wealth transfer

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.

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