John Hancock Retirement has launched two digital tools, the Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. These tools can be found on John Hancock Retirement’s new financial professional resources webpage.
“As the world continues to blaze a path into the digital space and clients’ businesses are disrupted now more than ever as a result of COVID-19, we understand the value of a systemized approach to plan management and, further, the importance of an efficient and adaptable plan adviser,” says Gary Tankersley, national sale sales manager at John Hancock Retirement.
ORC enables advisers to onboard participants and supply them with enrollment materials. Curated, ready-to-use materials include demos, webinar recordings, meeting invitations, participant education flyers and presentations that can be given virtually or in person.
The redesigned Plan Manager digital tool offers simplified plan management that automates the process of servicing and optimizing each client’s 401(k) plan.
“We’re excited to expand our offering of digital tools to support advisers in developing reliable plan management systems to help them build efficiency as their practice grows, even as clients, and the advisers themselves, face unprecedented challenges,” Tankersley says.