Tuesday, July 18, 2023 at 9:30 AM
Online event via ZOOM
Join us to learn a few 1035 exchange concepts that can lead to a sale! Use your existing book of business and benefit your client at the same time. Join us for an insightful online event as we delve into 1035 exchange concepts that can supercharge your sales. Michael Sato, CLTC®, LUTCF®, FSS, Brokerage Manager, will share his expertise and guide you through valuable strategies.
A 401(k) Plan Presentation for Life Licensed Producers
Thursday, March 30, 2023
9:30 am – 10:30 am
OU Lounge, 1st Floor
Occidental Underwriters of Hawaii, Ltd.
1163 S Beretania Street
Honolulu, HI 96814
Occidental Underwriters of Hawaii, Ltd. is proud to host Francisco Navarro, AIF, C(k)P Regional 401(k) Sales Director for Lincoln Financial Distributors and Gregg Cowan, PPC Regional Vice President and Retirement Plan Counselor for Capital Group/American Funds.
Francisco has a long-standing relationship with us—since the days our agency was a Transamerica career agency—and we are delighted to welcome him back! This informative seminar will provide insight into the benefits available through Lincoln Financial Distributors and Capital Group/American Funds.
Don’t miss this chance to connect with Francisco and Gregg where you’ll learn about the opportunities Occidental Underwriters of Hawaii, Ltd. and our partnership with Lincoln Financial Distributors and Capital Group/American Funds can provide!
RSVP by 3/28 to Cara Kagawa at ckagawa@askoxy.com.
*Limited to the first 20 people who RSVP. Breakfast is included. Kindly inform us of any vegetarian preferences or specific dietary requirements with your RSVP.
Parking: 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.