Course curriculum

  1. 1

    • John Hancock Product Portfolio

    • Vitality Partnership with John Hancock Overview

    • Vitality's Aspire Program for Clients with Diabetes Overview

    • HIV - Informal Inquiry Form for HIV-Positive Clients

    • 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

    • Top 10 Field Underwriting Tips (Video)

    • Field Underwriting Guide & Other Related Documents

    • ExpressTrack®- Exam- & Lab-Free Underwriting

    • 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

  3. 3

    • How to Access the iGo eApp (through FinFit Life's Link)

    • Important Tips: Before You Submit Your Application

    • DocuSign - Certificate of Completion (aka Summary)

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

    • Lifecycle of a John Hancock iGo eApp Guide

    • How to Search for a Forms Needed During Underwriting

    • Managing your Pending Business with CaseView

    • 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)
  5. 5

    • 08/14/25 - Vitality Training with Aaron Durr, MDD