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BOSTON, July 26,
2022 /PRNewswire/ - John Hancock Retirement, a
company of Manulife Investment Management, today announced the
launch of a prospect finder tool for financial professionals. The
tool is the latest innovation in John Hancock's suite of online
tools for financial professionals to help add scale and efficiency
to a retirement practice. Prospect finder is an interactive,
data-rich system which can make finding and managing leads simpler,
with the ability to run plan comparisons at the industry, state,
and national levels. It identifies potential gaps in plans and
provides helpful insights and actions to help with the
conversations regarding plan design and retirement readiness.
"We understand that more than a third of financial professionals
feel that prospecting is the toughest part of business
development," said Gary Tankersley,
head of sales and distribution, John Hancock Retirement. "We help
make it easy to prospect, onboard, and manage your plans so making
time with clients is prioritized. The prospect finder tool is
accessible and integrated into a financial professional's
personalized dashboard as part of our financial professional
digital experience to help make plans work as efficiently as
possible for both financial professionals and their clients."
Features included in the prospect
finder tool
- Smart filter by all of the plan characteristics (location,
assets, participants, etc.)
- Scouting reports that can be downloaded as a PDF and the
ability to save individual prospects
- Plan score comparisons at the industry/state/national
level
- A more robust 'Overview' of the plan, giving a snapshot of key
plan characteristics, and potential gaps in plan design
- Co-branding capabilities
For more information on the John Hancock Retirement prospect
finder tool click here.
About John Hancock
Retirement
John Hancock Retirement is the U.S. retirement business of
Manulife Investment Management. For more than 50 years, we've
helped people plan and invest for retirement; today, we're one of
the largest full-service providers in the
United States.i We take a hands-on
consultative approach based on the idea that no two plans- and no
two plan participants are exactly alike. We partner with plan
sponsors, financial professionals, and third-party administrators
to ensure that every plan is personal to the participant and
delivers results.
As of March 31, 2022, John Hancock
serviced over 54,000 retirement plans with over 3.1 million
participants and over $215 billion in
AUMA.ii
About John Hancock Investment
Management
A company of Manulife Investment Management, we serve investors
through a unique multimanager approach, complementing our extensive
in-house capabilities with an unrivaled network of specialized
asset managers, backed by some of the most rigorous investment
oversight in the industry. The result is a diverse lineup of
time-tested investments from a premier asset manager with a
heritage of financial stewardship.
About Manulife Investment
Management
Manulife Investment Management is the global brand for the
global wealth and asset management segment of Manulife Financial
Corporation. We draw on more than a century of financial
stewardship and the full resources of our parent company to serve
individuals, institutions, and retirement plan members
worldwide.
Headquartered in Toronto, our
leading capabilities in public and private markets are strengthened
by an investment footprint that spans 18 geographies. We complement
these capabilities by providing access to a network of unaffiliated
asset managers from around the world. We're committed to investing
responsibly across our businesses. We develop innovative global
frameworks for sustainable investing, collaboratively engage with
companies in our securities portfolios, and maintain a high
standard of stewardship where we own and operate assets, and we
believe in supporting financial well-being through our workplace
retirement plans. Today, plan sponsors around the world rely on our
retirement plan administration and investment expertise to help
their employees plan for, save for and live a better retirement.
Not all offerings are available in all jurisdictions. For
additional information, please visit manulifeim.com.
John Hancock Retirement Plan Services LLC provides
administrative and/or recordkeeping services to sponsors or
administrators of retirement plans through an open-architecture
platform. John Hancock Trust Company LLC provides trust and
custodial services to such plans. Group annuity contracts and
recordkeeping agreements are issued by John Hancock Life Insurance
Company (U.S.A.), Boston, MA (not licensed in NY), and John
Hancock Life Insurance Company of New
York, Valhalla, NY. Product
features and availability may differ by state. All entities do
business under certain instances using the John Hancock brand name.
Each entity makes available a platform of investment alternatives
to sponsors or administrators of retirement plans without regard to
the individualized needs of any plan. Unless otherwise specifically
stated in writing, each entity does not, and is not undertaking to,
provide impartial investment advice or give advice in a fiduciary
capacity. Securities are offered through John Hancock Distributors
LLC, member FINRA, SIPC.
NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED.
© 2022 John Hancock. All rights reserved.
____________________________________________________________
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i "PLANSPONSOR
2021 Defined Contribution Recordkeeping Survey," © 2021 Asset
International, Inc., June 2021.
|
ii As of Mar 31, 2022,
John Hancock Life Insurance Company (USA) supported 49,948 plans,
1,612,474 participants, and $ 103,486,356,639.34 in AUMA. John
Hancock Life Insurance Company of New York supported 2,616 plans,
77,356 participants, and $ 5,901,987,236.84 in AUMA. John Hancock
Retirement Plan Services LLC supported 1,710 plans, 1,420,555
participants, and $106,486,666,017.89 in AUMA. Participant Counts
reflect all active participants with a balance. Approximate
unaudited figures for John Hancock, provided on a U.S. statutory
basis.
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SOURCE John Hancock Retirement