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Living Benefits Riders

Life Insurance Riders for the Living

In this informative webinar, we will delve into the versatility of life insurance riders, showcasing how they offer added coverage within a single policy. We’ll explore the benefits and important factors to consider when utilizing riders such as Long-Term Care, Chronic Illness, Critical Illness, and more. Join us to discover the extensive range of living benefits that can greatly benefit your clients.

Who Should Attend:

  • Insurance advisors aiming to enhance their sales skills by leveraging versatile life insurance riders.
  • Professionals seeking to strengthen client relationships by offering comprehensive and personalized solutions.
  • Anyone interested in staying informed about the latest industry updates and trends in life insurance riders and living benefits.
View the Webinar

Accompanying Materials

Michael

Speaker: Michael Sato, CLTC®, LUTCF®, FSS

With a proven track record in the industry and a wealth of knowledge in life insurance sales, Michael Sato is an esteemed expert who understands the nuances of the market. His guidance will equip you with the tools needed to stay ahead of the competition and secure long-term success for yourself and your clients.

Valuable 1035 Exchange Sales Ideas

Valuable 1035 Exchange Sales Ideas

Join us for an informative and professional online event as we explore powerful 1035 exchange concepts that can supercharge your sales and benefit your clients simultaneously. Our esteemed speaker, Michael Sato, CLTC®, LUTCF®, FSS, Brokerage Manager, will share his extensive expertise and guide you through a range of valuable strategies.

Who Should Attend:

  • Insurance advisors looking to enhance their sales skills through 1035 exchange strategies.

  • Professionals seeking to maximize their client relationships and provide tailored solutions.

  • Anyone interested in staying informed about the latest industry updates and trends in 1035 exchange sales.

View the 1035 Exchange Webinar & Materials
Michael

Speaker: Michael Sato, CLTC®, LUTCF®, FSS

With a proven track record in the industry and a wealth of knowledge in 1035 exchange sales, Michael Sato is an esteemed expert who understands the nuances of the market. His guidance will equip you with the tools needed to stay ahead of the competition and secure long-term success for yourself and your clients.

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Webinar Overview:

Three sales ideas were presented during the meeting:

  1. Repositioning a failing Universal Life (UL) policy with cash value into a cash value or annuity policy, allowing the client to receive tax-free withdrawals.
  2. Moving cash value from one life insurance policy to an asset-based hybrid long-term care (LTC) policy, offering tax-free withdrawals for long-term care needs.
  3. Utilizing a qualified long-term care annuity to make tax-free withdrawals for long-term care expenses instead of using taxable annuity withdrawals.

The meeting emphasized the importance of understanding the client’s situation and finding opportunities to leverage existing policies for their benefit. It was also highlighted that certain hybrid products like Annuity Care Two might offer tax-free withdrawals for long-term care.

Nationwide’s Mythbusters: Long-Term Care Insurance

Tuesday, June 6, 2023 at 11:00 am

Online via ZOOM

Join us for an exclusive Nationwide Update meeting with Chris Chertboonmuang, Regional Vice President.

Chris will do a comprehensive overview of CareMatters II, play an insightful “Mythbusters: LTC Edition” to debunk common misconceptions and outdated beliefs about LTC insurance, and discuss linked benefits (LTC vs. life + LTC riders vs. CI riders).

Nationwide materials from this webinar:

Disability Insurance Awareness Month with MassMutual

Disability Insurance Awareness Month with MassMutual
Thursday, May 18, 2023 at 11:00 am
Online via Zoom

Join Erika Adkins, Managing Director Disability Insurance with MassMutual, to discuss how we can help you sell more disability insurance. We’ll be talking about how you can work with your business owner clients to protect their business, utilize discounts to sell to medical residents and limit underwriting hassles with Express Underwriting. We’ll also go over Hawaii TDI and providing guaranteed issue executive carve-outs to certain business occ classes.

Resources from this webinar:

Addressing Transamerica’s Enhanced Surrender Endorsement Opportunity

Many of you and your clients have received letters from Transamerica regarding an offer on a one-time Enhanced Surrender Endorsement opportunity for selected inforce products. This meeting will address what’s involved and give clarity for those who are interested in the endorsement. Matthew Kagawa, FLMI, VP & COO at OUH, will guide you through the various aspects of this endorsement, and the necessary steps you may need to take.

Mutual of Omaha Update (Webinar)

Bill Ellis, Brokerage Life Sales with Mutual of Omaha, guides you through their long-term care rider, and underwriting niches. Bill is a trusted source for information about life insurance and its associated products.
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Modern Sales Strategies for Millennials by Assurity

“Modern Sales Strategies for Millennials” by Assurity
March 2, 2023, at 9:30 am


Join us as we introduce Assurity Life’s Lorraine Jessich and David Everly. They’ll discuss StartSmart, Assurity’s 3-in-1 affordable coverage solution that protects life, health, and income. With StartSmart, there’s no medical exam, meaning a quick turnaround for your clients. Plus, gain tips on how to effectively target the largest living adult generation.

Annuity Suitability Best Interest Requirements

Presented on: January 17, 2023 at 9:30 am

Effective January 1, 2023, licensed insurance producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1, 2023.

In this webinar, we’ll be covering what’s required from a producer to comply with the new rule (NAIC Model #275). Join us for an informative session that will help you get up to speed on the new requirements.

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Download Slides as a PDF

Year-End Wrap Up: Life Insurance Trends of 2022

See who made the cut in our year-end wrap-up! We’ll summarize the top carriers in 2022, top products sold, what worked best in 2022, and the industry outlook for 2023.

Is Traditional Long-Term Care Still Relevant?

Mutual of Omaha, covers traditional long-term care insurance and where it fits in a field being taken over by hybrid asset-based products and long-term care/chronic illness life insurance riders.

 

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Occidental Underwriters of Hawaii, Ltd.
1163 South Beretania Street
Honolulu, Hawaii 96814
Phone: (808) 536-1933
Fax: (808) 527-8810