Mutual of Omaha Update (Webinar)
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 […]
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 […]
Lunch & Learn "Business Insurance" Wednesday, April 19, 2023 at 11:30 am OUH Lounge, 1st Floor Life insurance for business owners is about financially protecting their company just as much […]
3 Smart Ways to Fund LTC Needs with OneAmerica April 27, 2023 at 11:30 am OUH Lounge, 1st Floor *Lunch will be provided Join Ken Herlihy, CLTC, Regional Account Director, […]
Client Event! Overcoming the Great Retirement Income Gap Are your clients ready to learn how to overcome the retirement income gap? Join Ken Herlihy, CLTC, Regional Account Director, Care Solutions […]
A Closer Look into Roth Conversions & QLACs May 2, 2023 at 9:30 am OUH Lounge, 1st Floor Join us for an exclusive event with Justin Shipman Regional Sales Director, Annuity Solutions at Lincoln Financial as he dives into the details of Roth Conversions and Qualified Longevity Annuity Contracts (QLACs). This event will cover the […]
Lunch & Learn "Basics of Business Insurance" Tuesday, May 23, 2023 at 11:30 am OUH Lounge, 1st Floor Life insurance for business owners is about financially protecting their company just as much as it’s about protecting their loved ones! OUH Brokerage Manager, Brant Yamamoto, FSS, will go over simple ways business owners can leverage life […]
Lunch & Learn: Nationwide presents “Land as Your Legacy” & CareMatters Together Launch Wednesday, June 28, 2023, at 11:30 AM OUH Lounge, 1st Floor Join us at Occidental Underwriters to meet Chris Chertboonmuang, Regional VP, and Julie Udovch, Regional CareMatters Wholesaler at Nationwide. Chris and Julie will provide insights on Nationwide's Land as Your […]
Retirement 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 […]
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 […]
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 […]