Annuity Suitability Best Interest Requirements
Effective January 1, 2023, licensed producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1. Learn what is […]
Effective January 1, 2023, licensed producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1. Learn what is […]
Join our first Lunch & Learn session of the year! This event is a great opportunity for you to learn about what qualified money is and how it can help […]
Get informed on all things Secure Act 2.0 on Feburary 16th as we host Denny Nakayama, Principal, CPA, JD from N&K CPAs. He will offer an in-depth look at SECURE […]
We're excited to announce our next Lunch & Learn session! This time, we'll be talking about the current insurance product landscape and what you can do to make the most […]
Join us as we welcome Assurity Life's Lorraine Jessich and David Everly introduce StartSmart, Assurity’s 3-in-1 affordable coverage solution that protects life, health, and income. With StartSmart, there’s no medical […]
In just 30 minutes, get up to date on the most competitive LTC hybrid product on the market! Get to know this product that’s disrupting the LTC landscape, and you’ll […]
Hybrid Solutions with James Romero, CLTC Wednesday, March 29, 2023, at 11:30 am OUH Lounge, 1st Floor Come and learn about the latest and most exciting LTC product to hit […]
Custom Meetings with James Romero, CLTC Wednesday, March 29, 2023, from 2:00 pm Use this opportunity to learn more about Securian’s amazing product, and benefit from James Romero’s years of […]
A 401(k) Plan Presentation for Life Licensed Producers Thursday, March 30, 2023 9:30 am - 10:30 am OU Lounge, 1st Floor Occidental Underwriters of Hawaii, Ltd. 1163 S Beretania Street […]
In this comprehensive webinar, Bill Ellis, Brokerage Life Sales with Mutual of Omaha will guide you through their long-term care rider, and underwriting niches. Bill is a trusted source for […]