OneAmerica Meeting (In-Person)
Ken Herlihy, One America Regional Sales Director will be present on why OneAmerica is the Goldilocks solution for affluent clients. He will be touching on sales ideas and how best […]
Ken Herlihy, One America Regional Sales Director will be present on why OneAmerica is the Goldilocks solution for affluent clients. He will be touching on sales ideas and how best […]
Long-term care insurance is a much-needed product these days. Join us for a Zoom meeting with Michael Sato, CLTC®, LUTCF®, FSS, Brokerage Manager, as he reviews a case study to find […]
Please join us as Darcy Soltys, Sales Director at Mutual of Omaha, covers traditional long-term care insurance and where it fits in a field being taken over by hybrid asset-based […]
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. Join us, you may just learn something new so don't miss out. Register here or at https://us02web.zoom.us/meeting/register/tZUsceqsrD8tHtKwImyrqQqIwh9cxDUfcIIB
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 required from a producer to comply with the new rule (NAIC Model #275). Register here
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 Act 2.0 and what the new legislation could mean for you. Attendees will gain a comprehensive understanding of this proposed legislation and have the chance […]
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 exam, meaning a quick turnaround for your clients. Plus, gain tips on how to effectively target the largest living adult generation. Register now
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 […]