N&K CPAs: Taxes (Webinar)
N&K CPAs is presenting tax updates & tips for reviewing clients’ tax information for 2022. N&K CPAs was founded in 1973, now with five major divisions in the firm: Assurance […]
N&K CPAs is presenting tax updates & tips for reviewing clients’ tax information for 2022. N&K CPAs was founded in 1973, now with five major divisions in the firm: Assurance […]
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
We've updated our website to include valuable resources. Join us as Cara Kagawa guides us through the new website tools including iGo, Vive and Producer Resources. Register here
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 their top tips on marketing, selling, and connecting with clients in this hybrid environment. This is a great opportunity to ask your questions to help […]
New York Times best-selling author Daniel Pink shares an exclusive perspective on the new ABCs of selling, influence, and persuasion. During this event you’ll learn how our world has changed more in the past 15 years than in the past 1500 years. We’ll cover the new research-based principles of selling and provide actionable examples and […]
Join us as we go over a very quick sales idea using whole life insurance to grow your cash value after just the 1st year. Register now
Join us as Kevin Okumura, CFP® shares the latest underwriting information and how to get your cases through smoothly and find opportunities for complicated cases. Register here
In today’s turbulent times, inflation rampant, and the market seeing a correction from historic highs, come and join us as we look at some quick sales tips on using the […]
With traditional long-term care insurance carriers continue to exit the market, see how the hybrid LTC market has changed the landscape and how you can help your clients and their […]