Please join your local OneAmerica Regional Sales Directors, Ken Herlihy, CLTC, and John Broyles, CFP® for a casual conversation over lunch, regarding OneAmerica’s unique offerings in the Asset Based Long Term Care market! During this event, you’ll experience “Ensight,” an innovative story-telling tool.
When registering, please specify ‘Occidental Underwriters of Hawaii’ as your affiliation.
How to have better LTC conversations with Ensight, the latest story-telling tool
Case study scenarios to spark ideas on how to engage your clients
Using HSA monies to fund a LTC plan
Using Qualified funds to fund a LTC plan
Executive Bonus Plan opportunity for businesses
NQ 1035 exchange opportunities
Review of Indemnity & Reimbursement benefits
Why NOW is the time to have the LTC conversation with clients
Ensight is an interactive client presentation that empowers both agents and clients to customize potential care scenarios and instantly visualize the corresponding policy payout.
Ken Herlihy boasts a career spanning back to 1984 in the insurance industry, with significant leadership experience in sales and marketing. Over the past three decades, he has specialized in the Long-Term Care (LTC) market, refining his expertise.