See how the hybrid LTC market has changed as carriers continually update their products to be competitive for your clients. Join our LTC specialist as Michael Sato, CLTC®, LUTCF®, FSS shares his knowledge of the LTC landscape and what these changes mean for you.
Presented on July 7, 2022 at 9:30 AM HST
Presented by Brant Yamamoto, ACS, FSS & Michael Sato, CLTC®, LUTCF®, FSS
In today’s turbulent times with rampant inflation, and the market seeing a correction from historic highs, come and join us as we look at some quick sales tips on using the safety of life insurance to not only protect your money but also grow it.
Interested in learning the latest underwriting information and how to get your cases through smoothly? Join us as Kevin Okumura, CFP® shares the latest underwriting information and how to find opportunities for complicated cases!
Presented: Thursday, June 16, 2022 at 9:30 am HST
View all Pacific Life has to offer from their Promise product line that boasts competitive pricing, and a strong conversion feature!
Pacific Life’s Swift Sailing is easy, requiring no medical exams, labs, or APS. Swift Sailing provides up to $2 million up to age 60 even with nicotine use. Their Smooth Sailing is fluidless as long as labs have been performed within the last 18 months, for ages 50-69, through your doctor or other sources. It’s a straightforward way to get coverage with predictable outcomes for applicants who meet requirements and gives up to $1 million of coverage.
If you’ve been looking for a new way to get coverage quickly and efficiently without having to do all the work yourself… this is it! Check out the resources below.
View the sample illustrations for a Male, 20yr term, 250K, PNS with a conversion of the 250K 5yrs later.
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.
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”
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.
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 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:
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.
