Case Study

John Hancock

The TrendSight Group’s Marketing to Women Solution

  • About the company: John Hancock provides leading insurance and financial services products including life insurance, long-term care (LTC) insurance, mutual funds, 401(k) plans, annuities and fixed products.  John Hancock Financial Services is a unit of Manulife Financial Corporation, a leading Canadian-based financial-services group serving millions of customers in 22 countries and territories worldwide.
  • Situation: John Hancock needed a high-value content speaker for distributor meetings.
  • Marti’s Role: Created and delivered custom-designed program to help financial advisors increase their business through improved prospecting and selling to women.
  • Result:
    • Favorable distributor response and requests.
    • Based on strong feedback from financial advisors, John Hancock engaged Marti to speak at 15 company seminars across the U.S.