Course curriculum

  1. 1

    • John Hancock Product Portfolio

    • Vitality Partnership with John Hancock Overview

    • Vitality's Aspire Program for Clients with Diabetes Overview

    • John Hancock Living Benefit Riders

    • Dedicated John Hancock Contacts for FinFit Life

    • John Hancock Sales Tools & Resources

    • John Hancock Only: Advance on Submit Program
  2. 2

    • Accessing our FinFit Life iGO eApp Link

    • Important Tips: Before You Submit Your Application

    • Submitting a John Hancock iGo eApplication "In-Good-Order" (Video & Document)

    • Lifecycle of a John Hancock iGo eApp Guide

    • Managing your Pending Business with CaseView

    • NEW YORK ONLY: How to create/submit an app for New York resident
  3. 3

    • Top 10 Field Underwriting Tips (Video)

    • Field Underwriting Guide & Other Related Documents

    • How to Use the UCheck UW Assessment Tool from John Hancock

    • Human API (Process to Obtain Electronic Medical Records)

    • How to Designate a Minor as a Beneficiary

    • How to Search for a Forms Needed During Underwriting

    • DocuSign - Certificate of Completion (aka Summary)

    • Managing Inforce Business (Including Policy Lapses)
  4. 4

    • Selling John Hancock in Puerto Rico

    • John Hancock-IUL Product Guide

    • John Hancock-Term Guide

    • FinFit Life Printable Fact Finder (Espanol)