BRUNCH & Learn: John Hancock Meeting
Location: OUH Lounge Room, 1st Floor
David Ricketts, John Hancock Regional Vice President, will be at the OUH Office to share valuable insights during our lunch and will discuss:
- JH Exclusive Niches – overview of product/underwriting/riders
- Foreign Nationals – New updates for Life Insurance
- Quick Sales Ideas:
- Estate Tax exception 2024 inflation ($690K) and Patriot Drop ($13.6 – $7.3) – Estate Tax Sunset – GPO
- Policy Reviews – what you need to know
- Life Insurance and retirement Planning
- Buy Sell Reviews – Connelly Supreme Court case.
One-on-one meetings are available on a first-come, first-served basis after the meeting. To save a timeslot, please contact Cara Kagawa at ckagawa@askoxy.com.