Speakers: Brooks Tingle, President & CEO, Michelle Dauphinais, VP Producer Partnership, and Caroline McKay, AVP & Counsel, Advanced Markets

Year: 2020

During this discussion, Brooks shares actions John Hancock has taken to help producers stay connected and continue to nurture life insurance opportunities in a rapidly changing environment. Hear from Caroline on a sales strategy for backstopping sequence of return risk. When discussing making long-term financial plans, most clients assume a returns goal that represents an average of market fluctuations they will likely experience. However, the timing of these returns can have a significant impact on the health of their finances, especially during retirement years. This discussion explores the impact that sequence of returns can have on the longevity of retirement assets when clients begin regular withdrawals and how permanent life insurance can help offset this risk.