Best of the Best 2023

VIEW TABLE OF CONTENTS

RETIREMENT PLAN SUPPORT & ADVISOR SERVICES Record Keepers – Retirement Plan Advisor Support

JOHN HANCOCK

Prospect Finder

Prospect finder is John Hancock’s new digital prospecting tool which can help financial professionals simplify their efforts to grow their block of business 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 digital 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.

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.1 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, advisors, and third-party administrators to ensure that every plan is personal to the participant and delivers desired outcomes. As of December 31, 2022, John Hancock serviced over 55,000 retirement plans with over 3.2 million participants and over $187 billion in AUMA.2

retirement.johnhancock.com

157 WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

Powered by