Best Practices in our Changing Environment
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 […]
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 […]
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 […]
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 […]
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 […]
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 be equipped to protect your clients with a top-tier solution. RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event. (10 person limit) […]
Hybrid Solutions with James Romero, CLTC Wednesday, March 29, 2023, at 11:30 am OUH Lounge, 1st Floor Come and learn about the latest and most exciting LTC product to hit […]