2021 LIMRA Barometer Review
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!