2021 LIMRA Barometer Review
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
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 back David Everly, Senior Sales Manager, and Lorraine Jessich, Regional Wholesaler to show what is Hot with Assurity in 2022! Agenda: - NEW! Accidental Death […]
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. This is a great opportunity to ask your questions to help […]
Understand the difference between Temporary Disability Insurance and Long-Term Disability Insurance. We will focus on the details and intricacies of temporary disability insurance, how to qualify and why you may […]
New York Times best-selling author Daniel Pink shares an exclusive perspective on the new ABCs of selling, influence, and persuasion. During this event you’ll learn how our world has changed more in the past 15 years than in the past 1500 years. We’ll cover the new research-based principles of selling and provide actionable examples and […]