Qualify your prospect Qualify your prospect

Leading Plan Sponsors through a structured business needs directory process to probe and more fully understand their true business objectives.

Download pdf Tailor your pitch Tailor your pitch

Quickly recognize and categorize opportunities and zero in on what elements may be of particular relevance to a given Plan Sponsor.

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Access Coach’s Corner(SM)

John Hancock’s online, interactive qualifying tool can help you identify and ultimately close more 401(k) business.

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