Super Simple Sales Idea *SLIDES ONLY*
Presented: Tuesday, May 17 at 9:30 am
Join us as Kevin Okumura, CFP® goes over a very quick sales idea using whole life insurance to grow your cash value after just the 1st year.
insurance
Best Practices in the New Normal
Kelley Tom, CFP® from Summit Financial Group will be speaking on their best business practices and tips. Stay tuned, more information to come!
What You Need to Know About PTE 84-24 to Sell Qualified Annuities
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.
2021 LIMRA Barometer Review
Hear from Kevin Okumura, CFP®, Vice President about the 2021 LIMRA Barometer Study to see the latest consumer trends and where the industry is headed.