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Rose Sladek Account Distribution Manager.

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Presentation on theme: "Rose Sladek Account Distribution Manager."— Presentation transcript:

1 Rose Sladek Account Distribution Manager

2 CMG Annual Meeting 2014 Game time
Created by Educational Technology Network CMG Annual Meeting 2014 Game time

3 UW Product Advanced Markets Sales Tools Wild $1 $3 $5 $7 $10

4 Answer is A quick and easier way to pinpoint John Hancock UW requirements and guidelines.

5 What is the New Interactive Field UW website?

6 Answer is 30 Million on a single life ,35 Million on survivorship, and 65 Million auto binding.

7 What is John Hancock's’ Capacity and Retention?

8 Answer is 90 days of Insurance coverage: 1M on an Individual, and 5M on Survivorship for 1/12 of the premium.

9 What is John Hancock's TIA?
Provide Locked-In Insurability!!!

10 Answer is Male age 83 Medical History:
Coronary artery disease with 2 stents in 2012 April 2013, chest pain but follow-up did not show any obstructions Stents were patent

11 What is an example of Standard Plus, Non Smoker?

12 Answer is The QSI allows all standard and preferred smokers to receive a “NON Smoker” rate for the first 3 years of the policy.

13 What is the JH stop smoking incentive?

14 Answer is A quick and easy solution for clients seeking cash accumulation and no invasive medical screening.

15 What is John Hancock's New SI VUL Product?
True Simplified Underwriting: Phone interview and database checks only Approved or declined– no labs or fluids ever required Examples include: Lincoln MoneyGuard Pacific Life PremierCare Nationwide CareMatters John Hancock Simplified Life Cash Value Accumulation LTC Combo Products

16 Answer is

17 How many core products in the John Hancock portfolio?
Guaranteed Current Assumption UL Index UL VUL Protection Term UL-G SUL-G Protection UL Protection SUL Protection Index UL Protection SIUL Protection VUL Protection SVUL Accumulation Premier Life Accumulation UL Accumulation Index UL Accumulation VUL Accumulation SVUL All single life products have LTC Rider available

18 Answer is

19 New exotic investment strategy JH has developed
New exotic investment strategy JH has developed. JH Protection UL can offer a higher crediting rate than other current assumption UL’s

20 Three competitive choices: High Par, Capped, Uncapped Accounts
Answer is Three competitive choices: High Par, Capped, Uncapped Accounts

21 What are the Choices for the John Hancock Indexed UL products.

22 Answer is This Option allows the policy to be split into two equal permanent single life policies in the event of a divorce or tax law change

23 What is the “Policy split option on the JH survivorship Products

24 Answer is A weekly broadcast by the Advanced Markets Group with industry experts discussing planning concepts, and current events, estate planning, business planning, charitable planning, and much more.

25 What is JHAM Radio?

26 Answer is This picture….

27 What is www.jhadvancedmarkets.com?

28 Answer is

29 What is JH Solutions?

30 Answer is You can use this microsite to design product solutions to fit every clients need.

31 What is Concept Navigator?
27k-37k hits a month

32 Answer is 21 &

33 What is the number of employees on the Advanced Markets team?

34 Answer is A collection of Video Presentations you can use during your next sales presentation.

35 What is the JH Marketing Studio?

36 Answer is A Retirement Income projection based on input provided by the client to assist you in determining the future value of your retirement savings.

37 What is the Client Presentation?

38 Answer is This tool is designed to help you choose a Hypothetical assumed rate of return that is in line with your clients expectations.

39 What is the Indexed UL Rate Translator www.iultranslate.com

40 Answer is The latest collection of Sales Tools and Marketing Materials viewable on the Web or you iPad/iPhones.

41 What is JHLife.com?

42 Answer is You can use these quick, web-based, tools to get a holistic view of the clients Retirement or Business needs.

43 What is the Retirement or Business Needs Calculator?

44 Answer is April 1862

45 What is the year John Hancock Insurance was founded?

46 Answer is Life Insurance that provides a death benefit, and if the insured become s impaired, they’ll have funds to help pay for medical needs.

47 1, 2 & 4% of monthly accelerated DB, up to 100%
What is the LTC Rider?

48 Answer is Dying to soon, Living too Long, Becoming disabled or Needing Long Term Care.

49 What are the 4 Perils of Life?

50 Answer is A+, AA-, AA-, A1 93

51 What is John Hancock's Financial Strength ratings and Comdex?
AM Best Fitch S&P Moody’s Comdex A+ AA- A1 93

52 Answer is Abraham Lincoln- in 1863.

53 Who was the U.S. President when John Hancock issued its first Policy?


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