Quick Hit Sales Tips (Webinar)
Join us as we go over some quick sales ideas to start the year off strong! Register here
Join us as we go over some quick sales ideas to start the year off strong! Register here
As we focus on February's "Insure Your Love", join Dean Yoneshige, Brokerage Manager from Pacific Guardian Life as he presents a 1hr Subject HI CE to refresh us on how beneficiary designations function and the importance of keeping them up to date!
N&K CPAs is presenting tax updates & tips for reviewing clients’ tax information for 2022. N&K CPAs was founded in 1973, now with five major divisions in the firm: Assurance Services, Tax Services, Management Consulting, Information Technology, and Administrative Services. They provide service to clients ranging from small to large commercial businesses, non-profit organizations, government […]
Hear from Kevin Okumura, CFP®, Vice President about the 2021 LIMRA Barometer Study to see the latest consumer trends and where the industry is headed. Register here
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, join Mike Sato, Brokerage Manager as he walks us through the basics of this NEW rule. Register here
Ken Herlihy, One America Regional Sales Director will be at Occidental Underwriters. He has a few openings to meet one-on-one. Please call or email Michael Sato at msato@askoxy.com to schedule.
With the drop in COVID-19 cases in the past month, carrier wholesalers are finally beginning to travel to Hawaii again! Ken Herlihy, OneAmerica Regional Sales Director is providing a LIVE in-person presentation on funding using HSA money to pay for the COB rider (continuation of benefits rider). Topics include: Funding using QUALIFIED Dollars Deductibility of […]
Kelley Tom, CFP® from Summit Financial Group will be speaking on their best business practices and tips. Stay tuned, more information to come!
We've updated our website to include valuable resources. Join us as Cara Kagawa guides us through the new website tools including iGo, Vive and Producer Resources. Register here
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 […]