John Hancock: Introducing LifeTrack Performance Summary
Written in simple language with intuitive visuals to help make sense of the numbers, the all-new LifeTrack Performance Summary is designed to help your clients better understand their policy and stay on track to meet their goals, enabling you to have more productive policy review conversations. It includes:
- An easy-to-understand snapshot of the policy's current value
- A visual comparison of actual policy performance vs. the new business illustration
- A helpful reminder of planned policy actions
Who will be receiving the LifeTrack Performance Summary? Your clients with policies issued after June 2018 will receive a performance summary with their annual statement, beginning in the second policy year.
What about LifeTrack billing? LifeTrack billing will continue to be offered as a complimentary, optional service that clients can add or remove at any time to support their policy management.
Please refer to document below for snapshots of the statement. Let us know if you have any questions! 1-800-792-6795.