Presentation:
Embracing Longevity Preparedness and the Impacts of Aging
(Sponsored by CPI Insurance Partners)
Speakers:
Matt Gibson
AVP, Longevity and Behavioral Insurance Enablement
John Hancock
Brad Newcomb
Regional Vice President
John Hancock Insurance
Date/Time:
Thursday, January 8th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is pending approval for 1 CFP CE
About the Presentation:
In collaboration with the MIT AgeLab, John Hancock has developed the first-of-its-kind Longevity Preparedness Index, a report that reveals a bold new benchmark for U.S. adults' readiness to live well in older age. These groundbreaking insights serve as a roadmap on our journey to help customers live longer, healthier, better lives. This webinar will cover the shift from traditional financial security to comprehensive longevity planning, the evolving demographics of aging, the changes in customer expectations, and the unique needs of an aging population. We will explore how addressing different domains of longevity and aging can not only help U.S. adults in their older years, but also help financial advisors craft new and more meaningful conversations with their clients: conversations that can differentiate their practice through deeper client relationships and more holistic planning.
About the Speakers:
Matthew Gibson
AVP, Longevity and Behavioral Insurance Enablement
Matt is a leader in behavioral insurance and longevity, advancing how financial advisors navigate an aging and rapidly evolving world. With deep experience in distribution, consumer engagement, and wellness, he drives strategies that integrate longevity insights into marketing, planning, and advisor enablement. At John Hancock, Matt has spent more than two decades shaping initiatives like John Hancock Vitality, the company’s wellness-linked insurance solution. Known for his engaging, research-driven presentations, he speaks at major industry events including the Financial Times, Insurtech Insights, and Insurance Innovators International, as well as with governmental bodies such as NCOIL and the NAIC.
Brad Newcomb
Regional Vice President
Brad started his career with one of the largest financial services companies in the nation directly after collegiate graduation and progressed quickly through the annuity sales organization. He excelled in roles of internal wholesaling, management of the internal sales staff, Sales Relationship Manager for National Accounts, and ultimately Regional Vice President over the West Coast, where he led the country in sales for six of the eight years.
In 2015, Brad found an opportunity to assist advisors in building stronger relationships with their clients through a broader-based solution approach and became the Chief Marketing Officer of an established Brokerage General Agency in Arizona. This approach
allowed the firm to grow sales across all business lines during his time with the firm through strategic initiatives and recruiting new distribution outlets.
Brad, during his tenure at the BGA and Insurance Carriers, thereafter, built sales exponentially in the life insurance space, focusing on ideation and strategy with his distribution partners. He developed case opportunities and nurtured the sales process with advisors in the individual, estate planning, and business marketplaces.
Brad is passionate about the opportunity that the insurance business holds in its future and is continually looking for ways to improve the value it provides to individuals, businesses, and families.
Brad currently resides in Naperville, Illinois with his wife Tricia and their two whippets, Cosmo and Thomas. He enjoys spending time with family and friends, golfing, fishing, and working out.
