Dashboard Investments Portfolio Insight Fund Compare Viewpoints Non-U.S. investors LOG IN Practice Management Network A suite of resources designed to help you meet your client's evolving needs while taking your business to the next level Building better outcomes Creating a sustainable practice Expanding wealth planning expertise Enhancing the client experience Learn more Building better outcomes to help take your practice to the next level From market analysis to behavioral finance to portfolio construction, our goal is to help you build better outcomes for your clients. Building better outcomes CE approved Supporting material Market Intelligence Our dedicated in-house research team aggregates, analyzes, and evaluates that market analysis to develop our 12- to 18-month outlook on a range of asset classes. The result is Market Intelligence. ✔ ✔ Decision Economics: a behaviorally informed framework for investment decision-making Explores decision economics, a behaviorally informed framework for making investment decisions. Discusses five key areas of the investment decision-making process in depth and offers fiduciary best practices for counteracting behavioral tendencies. ✔ ✔ What were they thinking - using behavioral finance concepts to help understand and moderate client behavior Explores behavioral finance concepts to help you better understand investors’ motivations and be better equipped to address irrational behavior that can often lead to costly missteps. ✔ ✔ Dispelling common myths of model portfolios There are perceptions about model portfolios that have developed over recent years that have kept some advisors from seriously considering them for their clients. In this presentation we examine common myths of model portfolios and seek to overcome resistance, while weaving in the potential benefits for your clients and your practice. ✔ ✔ Combining active, passive, and strategic beta Explores the evolving investment landscape and offers insight on how to build a portfolio that optimizes a mix of active, passive, and strategic beta to align with investor objectives. ✔ ✔ A factor based approach Explores important considerations when incorporating factor-based investing into portfolios. Includes perspectives on selecting factors, historical performance, and optimizing portfolio costs. ✔ Navigating the new world in fixed income Describes the evolution and use of fixed-income markets, including market breakdown, U.S. Federal Reserve activity, and performance amid volatile markets. Covers best practices. ✔ ✔ Creating a sustainable practice Resources to help you build, grow, and manage your practice. Creating a sustainable practice CE approved Supporting material Communicating your value: differentiating your brand to pursue net new assets This business-building presentation and supplemental worksheets aim to help financial professionals define their value proposition, simplify their core story, and get the word out. ✔ Pursue net new assets by conducting premium virtual meetings These webinars and related resources cover the basics of hosting Webex and Zoom meetings, tactics for using virtual meetings to seek net new assets, and best practices for virtually hosting client seminars and family meetings. ✔ Professional presence for virtual meetings This series of six brief video modules features Professional Presence Coach Kim Andrews, who shares her virtual meeting expertise by exploring how to increase your confidence, facilitate more authentic connections, and enhance your professional presence and brand. ✔ Communicating your value: discussing fees with your clients Discusses how to address your fees and create a clear and consistent value proposition. Provides a practical framework to highlight your capabilities and gain the confidence of both clients and prospects. ✔ Expanding your client connections Proposes new ways to refine your outreach strategy to clients 12 months a year by showing cause-oriented dates for your calendar. Provides innovative event planning ideas and tips to help you connect in person with existing and prospective clients. ✔ Leveraging LinkedIn Sales Navigator: to gain new clients LinkedIn Sales Navigator is one of the most efficient ways to identify and connect with prospective clients. This 101 presentation will show you how to set up Sales Navigator so that LinkedIn algorithms will start recommending leads for you. We will also share how to best leverage the premier advanced search function, how to track leads, and how to make connections using Sales Navigator. ✔ Creating and optimizing your Google My Business account Informational flyer about how to leverage web search results and increase traffic to your website by using Google My Business. This service provides prospects and clients quick access to your company profile; including the description, contact information, location, social media handles, announcements, and more. Discover new ways to expand your wealth planning expertise When it comes to navigating complex wealth management issues, we have resources to help keep your skills up to date. Plus these presentations may help you earn continuing education credit. Expanding wealth planning expertise CE approved Supporting material Understanding Social Security decisions - optimizing your benefits Covers the basics of Social Security, how to incorporate it into client portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings. ✔ ✔ Understanding Medicare - the ins and outs of Medicare coverage Learn how to help your clients plan for Medicare decisions by understanding the history of Medcare, the parts of Medicate and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what your clients need to consider if they plan on working past 65. ✔ ✔ Generational intelligence to build a sustainable and growing practice Designed to help you develop specific strategies for retaining and growing client assets as they transfer from one generation to the next. Highlights key issues your clients’ children are likely to face and how to navigate them. ✔ ✔ Advanced college savings concepts Covers the features and benefits of 529 plans and compares them with OR against other college savings vehicles, such as UGMA/UTMA accounts. Explores key related issues, including financial aid and estate planning. ✔ ✔ Enhance the experience you deliver to your clients with our investor seminars A well-educated client is often the best client. Our series of investor seminars will equip your clients with everything they need to know on a range of topics, from saving for college to drawing on Social Security. Enhancing the client experience CE approved Supporting material Work from home and build a positive mindset Hear two presentations from Gail Miniutti Parsons, founder of LifeCycle Focus, who offers practical tips for working from home and cultivating a resilient mind-set in challenging times. ✔ Advanced college savings concepts - investor seminar Covers the features and benefits of 529 plans and compares them with OR against other college savings vehicles, such as UGMA/UTMA accounts. Explores key related issues, including financial aid and estate planning. ✔ ✔ 10 myths about college savings plans Discusses common misconceptions about 529 plans, explores various strategies for saving, and features the benefits of 529 college savings plans. Highlights the tax advantages of different types of education savings vehicles, and takes a closer look at the specific features of John Hancock Freedom 529 plan. ✔ ✔ My brain made me do it - strategies to help you make better decisions Addresses investor biases and offers suggestions on how to avoid six common investor mistakes, including anchoring, procrastination, and paralysis by analysis. ✔ Understanding Social Security decisions: optimizing your benefits Covers the basics of Social Security, how to incorporate it into client portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings. ✔ ✔ Understanding Medicare - the ins and outs of Medicare coverage Learn how to plan for Medicare decisions by understanding the history of Medicare, the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what you need to consider if you plan on working past 65. ✔ ✔ Invest in yourself | A financial workshop for women Highlights the unique financial challenges women face and provides a forum to share their insight and wisdom. Examines case studies of women at major stages in their lives and strategies for creating financial security. ✔ 10 things every investor should know about investing Covers time-tested investment principles to help you educate investors as they strive to reach their financial goals. Includes tips on asset allocation, the importance of time in the market, and more. ✔ ✔ Learn more Financial professionals: Ask a John Hancock Investment Management business consultant for more information on how our Practice Management Network can help you take your business to the next level. Request a meeting with a John Hancock Investment Management business consultant CONTACT US Find out more See details on our suite of resources, designed to help you meet your client's evolving needs Read the brochure Careers Contact us Legal Privacy policy Accessibility Site map Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. John Hancock Investment Management LLC is the investment advisor for the closed-end funds. A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment. Mutual funds © 1999–2021 John Hancock Investment Management Distributors LLC and affiliated companies. All rights reserved. Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116 Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. Some information may not be approved by certain organizations. Please check with your organization before using this information. ETFs John Hancock ETFs are distributed by Foreside Fund Services, LLC in the United States, and are subadvised by Dimensional Fund Advisors LP or our affiliate Manulife Investment Management (US) LLC. Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Dimensional Fund Advisors LP or Manulife Investment Management (US) LLC. ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing. 529 If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing. John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date. John Hancock Freedom 529 P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529 529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.