Valuable 1035 Exchange Sales Ideas (Webinar)
Tuesday, July 18, 2023 at 9:30 AM Online event via ZOOM Join us to learn a few 1035 exchange concepts that can lead to a sale! Use your existing book […]
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Latest Past Events
“Are You There to Sell Products or Solve Problems?” with Lincoln Financial Group and Jonah Berger
Tuesday, July 11, 2023, at 10:00 AM Online Event via On 24 Do you ever present a client with a solution that seems suitable for their situation, only to hear back, “I’ll think about it”? Asking a client to change their behavior doesn’t always come easy. And often, the more you push, the more they […]
Retirement Planning in the Face of Long-Term Care Costs: Making Smart Decisions For Your Future (Client-Friendly Event!)
OUH Lounge 1163 South Beretania Street, HonoluluRetirement Planning in the Face of Long-Term Care Costs: Making Smart Decisions For Your Future (Client-Friendly Event!) Thursday, June 29, 2023, at 5:00 PM OUH Lounge, 1st Floor As we age, the need for long-term care becomes increasingly important. Long-term care insurance can provide a layer of financial protection and peace of mind for those […]