Super Simple Sales Idea *SLIDES ONLY*
Presented: Tuesday, May 17 at 9:30 am
Join us as Kevin Okumura, CFP® goes over a very quick sales idea using whole life insurance to grow your cash value after just the 1st year.
Producer Only Webinar
Disability Insurance Products with MassMutual
Recorded: Tuesday, May 10 at 9:30 am
What makes MassMutual’s Disability Insurance different from other carriers? Erika Adkins, Managing Director will review their strengths, niches, and some opportunities for you.
Kickoff Disability Insurance Awareness Month 2022 *SLIDES ONLY
“Kickoff Disability Insurance Awareness Month 2022”
Presented on Tuesday, May 3 at 9:30 am
Understand the difference between Temporary Disability Insurance and Long-Term Disability Insurance. We will focus on the details and intricacies of temporary disability insurance, how to qualify and why you may need it.
*This presentation has NO recording. Slides only. For questions, please contact Michael Sato at msato@askoxy.com.
Best Practices in our Changing Environment
Learn how one successful business has been navigating through rapid changes in the industry by joining our webinar with Kelley Tom, MBA, CFP®, CDFA® from Summit Financial Advisors. She will be sharing their top tips on marketing, selling, and connecting with clients in this hybrid environment.
Assurity Kickoff with David Everly
Assurity Life has a new product that is great for uninsurable clients. They will also share unique sales concepts for Term with ROP and Whole Life. We’re excited to welcome back David Everly, Senior Sales Manager, and Lorraine Jessich, Regional Wholesaler to show what is Hot with Assurity in 2022!
Agenda:
- NEW! Accidental Death Insurance Plus (Who is this right for?, How to quote and submit cases)
- Compelling Life Sales Ideas (Term Living Benefits – Critical Illness, Own Occ DI, and ROP, Whole Life College Funding, Buy Term or UL? That is the question!)
Effective, Efficient, Electronic Tools for You
Presented: By Cara Kagawa, April 5 at 9:30 am
We’ve updated our website to include valuable resources. Join us as Cara Kagawa guides us through the new website tools including iGo vs. Vive, our online library and producer resources.
What You Need to Know About PTE 84-24 to Sell Qualified Annuities
Presented by: Michael Sato, March 10, 2022 at 9:30 am
As of February 1, 2022, insurance agents selling products with qualified funds need to comply with PTE 84-24. To protect yourself and to be compliant, Mike Sato, Brokerage Manager provides digestible information related to these changes.
Please feel free to call or email Michael Sato at msato@askoxy.com if you have any questions on the subject or any potential case you may have.
PowerPoint Slides
PTE 84-24 Form
Tax Updates & Tips for Review in 2022
Presented: By N&K CPAs, February 15 at 9:30 am
N&K CPAs provides service to clients ranging from small to large commercial businesses, non-profit organizations, government entities, and individuals. They were founded in 1973, now with five major divisions in the firm: Assurance Services, Tax Services, Management Consulting, Information Technology, and Administrative Services.
Quick Hit Sales Tips
Presented: January 20, 2022 at 11:00 am
Join us as we go over some quick sales ideas to start the year off strong, with Kevin Okumura, CFP®.