Episode 58: What’s Trending in Advanced Markets in 2026

About this episode

The episode discusses the key themes in advanced markets for 2026, focusing on financial planning and client needs amidst changing economic conditions.

In this episode of Hancock Talks, host Mike Bellig is joined by Tracey Ullom, Lead Counsel and Head of John Hancock’s Advanced Markets to break down the biggest themes shaping conversations this year. With evolving economic conditions, legislative changes, and shifting client demographics, Tracey offers guidance for financial professionals looking to stay ahead. Why you should tune in: A new lens on planning: Learn why 2026 is the year to focus on the reasons why clients plan—across estate, income tax, and business needs. Tax and estate updates: Get an overview of changes stemming from OB3, state-level legislative activity, and the continued importance of non-tax estate planning. Next-generation clients: Understand how the wealth transfer is reshaping client needs and opening the door for new conversations. This forward-looking conversation equips financial professionals with practical insights to strengthen client strategies and position themselves for success in 2026. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC. Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New…

People in this episode

Host: Mike Bellig

Guest: Tracey Ullom

Topics covered

• advanced markets
• financial planning
• tax updates
• estate planning
• client demographics
• wealth transfer

Keywords

• financial professionals
• planning
• tax changes
• estate planning
• client strategies
• wealth transfer
• legislative changes

Mentioned in this episode

Organizations: John Hancock, John Hancock Life Insurance Company, John Hancock Life Insurance Company of New York

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