Tuesday, June 6, 2023 at 11:00 am
Online via ZOOM
Join us for an exclusive Nationwide Update meeting with Chris Chertboonmuang, Regional Vice President.
Chris will do a comprehensive overview of CareMatters II, play an insightful “Mythbusters: LTC Edition” to debunk common misconceptions and outdated beliefs about LTC insurance, and discuss linked benefits (LTC vs. life + LTC riders vs. CI riders).
“How to Protect Your Money from LTC Expenses”
(Client-Friendly Event!)
Thursday, June 29, 2023, at 5:00 PM
OUH Lounge, 1st Floor
In this event, Chris Chertboonmuang, Regional VP at Nationwide will provide a comprehensive overview of long-term care insurance and how it can help safeguard your savings. Get expert advice on creating a policy for your needs, as well as tips on how to maximize the benefits to ensure that you have access to quality care when you need it.
Everyone is welcome! Invite your clients, friends, or family, and centers of influence such as CPA’s, Attorneys, Real Estate Agents, Accountants, etc. More info to come…
Lunch & Learn “Land as Your Legacy”
Wednesday, June 28, 2023, at 11:30 AM
OUH Lounge, 1st Floor
Are you curious about how to make the most out of your land and create a lasting legacy? If so, join us at Occidental Underwriters to meet Chris Chertboonmuang, Regional VP at Nationwide. Chris will provide insights on Nationwide’s Land as Your Legacy Program (preferred underwriting for families in agriculture), underwriting strengths, product updates, and more. This event is in-person & one-on-ones will be available after the presentation.
Disability Insurance Awareness Month with MassMutual
Thursday, May 18, 2023 at 11:00 am
Online via Zoom
Join Erika Adkins, Managing Director Disability Insurance with MassMutual, to discuss how we can help you sell more disability insurance. We’ll be talking about how you can work with your business owner clients to protect their business, utilize discounts to sell to medical residents and limit underwriting hassles with Express Underwriting. We’ll also go over Hawaii TDI and providing guaranteed issue executive carve-outs to certain business occ classes.
Many of you and your clients have received letters from Transamerica regarding an offer on a one-time Enhanced Surrender Endorsement opportunity for selected inforce products. This meeting will address what’s involved and give clarity for those who are interested in the endorsement. Matthew Kagawa, FLMI, VP & COO at OUH, will guide you through the various aspects of this endorsement, and the necessary steps you may need to take.
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 insurance. RSVP to Cara Kagawa at ckagawa@askoxy.com.
Parking is located at the Young & Piikoi St. lot in the back of the Occidental Underwriters building. Please check-in your vehicle with Maule in the 1st floor reception area.
As part of our ongoing commitment to fostering an inclusive and diverse workplace culture, we are delighted to inform you that Occidental Underwriters will be observing Juneteenth as a company-wide holiday on June 19, 2023. Juneteenth, also known as Freedom Day or Emancipation Day, commemorates the emancipation of enslaved African Americans in the United States.
The OUH Office will be closed on Monday, June 19, 2023 in observance of Juneteenth Holiday. Our office will reopen with normal business hours on Tuesday, June 20, 2023, from 8:00 am – 4:30 pm. Mahalo!
Mythbusters: Long-Term Care Insurance
Tuesday, June 6, 2023 at 11:00 am
Online via ZOOM
Join us for an exclusive Nationwide Update meeting with Chris Chertboonmuang, Regional Vice President. He’ll go over a comprehensive overview of CareMatters II, and play a fun and insightful “Mythbusters: LTC Edition,” where he’ll debunk common misconceptions and outdated beliefs about long-term care insurance.
Addressing Transamerica’s Enhanced Surrender Endorsement Opportunity
Tuesday, May 9, 2023 at 9:30 am
Online via ZOOM
Many of you and your clients have received letters from Transamerica regarding an offer on a one-time Enhanced Surrender Endorsement opportunity for selected inforce products. This meeting will address what’s involved and give clarity for those who are interested in the endorsement. Matthew Kagawa, FLMI, VP & COO at OUH, will guide you through the various aspects of this endorsement, including how to effectively utilize this offer and the necessary steps you may need to take.
