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.
Webinars
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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Long-Term Care Insurance Awareness Month 2022 Webinar
Long-term care insurance is a much-needed product these days. Watch this pre-recorded meeting with Michael Sato, CLTC®, LUTCF®, FSS, Brokerage Manager, as he reviews a case study to find the right LTC solution.
Hybrid LTC Landscape
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.
Protect and Grow Your Money with Insurance
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.
Underwriting Highlights 2022
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!
Pacific Life Promise Products
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.
- The business needs & playbook are on Slide 8
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View the sample illustrations for a Male, 20yr term, 250K, PNS with a conversion of the 250K 5yrs later.
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.
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.
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.