HINT
To email, download or order printed materials, select a version and then click on the shopping cart.
Financial Representatives should ensure that materials are approved for their firm before use.
Encourage using John Hancock Services
Online or over the phone, your participants have access to their accounts and a wide range of retirement planning features. Our website offers a personalized home page providing rate of return, retirement income projections, and links to real life educational tools, articles, and stories.
Use the tools below to encourage account access:
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Accessing John Hancock Services Portable Document Format |
Participants learn how to access the participant website and toll-free phone service line. Flyer lists some of the many tools available such as finding current account balance, making fund transfers, reviewing investment instructions and setting retirement goals. |
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Participant Website Demo - URL Interactive |
Provides participants with an overview of our website's tools and resources. With topics broken into chapters the content is easily targeted to address specific questions. The demo includes narration and captioning. |
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Retirement Planning Tools Portable Document Format |
This brochure outlines the many tools that John Hancock has to offer at the participant level including the Annual Review, our website and statements. |
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Risk Quiz - Mobile Friendly Microsite Interactive |
With our mobile-friendly sites, employees can experience our 1, 2, 3, Go! enrollment experience anywhere, anytime with their smart phone. Build specifically for iphone, ipad, blackberry and android usage, this tool is helpful in meetings or self learning situations where risk tolerance is discussed. The site allows employees to quickly determine their personal risk tolerance by answering the six simple questions in the John Hancock Risj Quiz at jhriskquiz.com. |
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Education Book Portable Document Format |
You're On Your Way - Education For Employees Currently Enrolled in Our Retirement Plan. The Education Book is used as a general education resource for employees enrolled in a John Hancock Retirement Plan, and with newly mapped participants - DIO, QDIA and Fund-to-Fund. The Education Book is an employee's guide to staying on track for retirement. By following the simple 1, 2, 3, Go process, they can review their retirement goal, contribution amount and risk tolerance, as well as receive tips that may help them save more. It can be used in a self learning or meeting setting. |
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What's next? post-enrollment template Word Document |
A template to send to participants informing them what to expect after enrollment in the plan. |
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Meeting Sign in Template Word Document |
This "Sign in" sheet can be used at meetings to record meeting details and attendees. It can be customized to include your company's logo. |
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