Holiday Closure: Presidents Day
The OUH Office will be closed on February 20, 2023 in observance of Presidents Day. Our office will reopen with normal business hours on February 21, 2023, 8:00 am – 4:30 pm. Mahalo!
The OUH Office will be closed on February 20, 2023 in observance of Presidents Day. Our office will reopen with normal business hours on February 21, 2023, 8:00 am – 4:30 pm. Mahalo!
February is an important month to recognize those we love, and it can also serve as a helpful reminder to look into life insurance plans. Throughout the month of February, Life Happens, a nonprofit organization aimed to give unbiased information to help make smart insurance choices, hosts Insure Your Love Month.
Life insurance carriers are also emphasizing the importance of life insurance policies for anyone who loves someone else in their life. Take the time to discuss with your family or clients about life insurance – whether this be a family member, partner, friend, or customer – life insurance offers protection for loved ones if anything were to happen. Talking about life insurance with your clients is essential in order to ensure their loved one’s financial security no matter what life throws at them.
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 of your business. We’ll go over different types of insurance products, as well as some of the latest trends in the industry. A light lunch and bottled water will be provided.
This is an in-person event held at Occidental Underwriters of Hawaii, limited to 10 persons. RSVP to Cara Kagawa at ckagawa@askoxy.com by end of day on Monday, February 22, 2023.
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 your clients obtain long-term care. We’ll provide a light lunch and bottled water.
This is an in-person event held at Occidental Underwriters of Hawaii, limited to 10 persons. RSVP to Cara Kagawa at ckagawa@askoxy.com by end of day on Monday, February 6, 2023.
Presented on: January 17, 2023 at 9:30 am
Effective January 1, 2023, licensed insurance producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1, 2023.
In this webinar, we’ll be covering what’s required from a producer to comply with the new rule (NAIC Model #275). Join us for an informative session that will help you get up to speed on the new requirements.
N&K CPAs will be offering an in-depth look at Secure Act 2.0. Attendees will gain a comprehensive understanding of this proposed legislation and have the chance to ask questions about how it can affect their business.
Save the date! (This is an in-person event)