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overview of CareMatters II, play an insightful “Mythbusters: LTC Edition” to debunk common misconceptions and outdated beliefs about LTC insurance, and discuss linked benefits (LTC vs. life + LTC riders vs. CI riders).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.
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CareMatters II, and play a fun and insightful “Mythbusters: LTC Edition,” where he’ll debunk common misconceptions and outdated beliefs about long-term care insurance.
Client Event! Overcoming the Great Retirement Income Gap
Are your clients ready to learn how to overcome the retirement income gap? Join Ken Herlihy, CLTC, Regional Account Director, Care Solutions and John Broyles, CFP®, Regional Sales Director from OneAmerica for an event that’s not to be missed. With interactive discussions on preparing for retirement, the benefits of long-term care, and hypothetical examples of the Asset Care and Annuity Care products, your clients will leave feeling confident in discussing more about their retirement plans. Don’t miss out on this client-friendly event that will leave a lasting impact on your clients’ financial future.
Client Event! Overcoming the Great Retirement Income Gap
April 27, 2023 at 5:00 pm
OUH Lounge, 1st Floor
*Snacks will be provided
These will be in-person events. If you are interested and would like to save your seat(s), contact ckagawa@askoxy.com.
3 Smart Ways to Fund LTC Needs with OneAmerica
April 27, 2023 at 11:30 am
OUH Lounge, 1st Floor
*Lunch will be provided
Join Ken Herlihy, CLTC, Regional Account Director, Care Solutions and John Broyles, CFP®, Regional Sales Director from OneAmerica for a captivating lunch event that will showcase the unparalleled solutions of Care Solutions. Discover how you can effortlessly finance all of your long-term care needs by leveraging qualified money, 1035 exchanges, or stretching out to a guaranteed level premium up to age 95. Don’t miss out on this unique opportunity to learn and grow with the best in the LTC business.
If you are interested and would like to save your seat, contact ckagawa@askoxy.com.
Client Event! Overcoming the Great Retirement Income Gap
Are your clients ready to learn how to overcome the retirement income gap? Join Ken and John on Thursday, April 27 at 5:00 pm in the OUH Lounge, 1st Floor for an event that’s not to be missed. With interactive discussions on preparing for retirement, the benefits of long-term care, and hypothetical examples of the Asset Care and Annuity Care products, your clients will leave feeling confident in discussing more about their retirement plans. Don’t miss out on this client-friendly event that will leave a lasting impact on your clients’ financial future.
Client Event! Overcoming the Great Retirement Income Gap
April 27, 2023 at 5:00 pm
OUH Lounge, 1st Floor
*Snacks will be provided
These will be in-person events. If you are interested and would like to save your seat(s), contact ckagawa@askoxy.com.
In this comprehensive webinar, Bill Ellis, Brokerage Life Sales with Mutual of Omaha will guide you through their long-term care rider, and underwriting niches. Bill is a trusted source for information about life insurance and its associated products. Get ready for this must-see webinar!
This will be a virtual event via Zoom. No registration is required.
“Modern Sales Strategies for Millennials” by Assurity
March 2, 2023, at 9:30 am
Join us as we introduce Assurity Life’s Lorraine Jessich and David Everly. They’ll discuss StartSmart, Assurity’s 3-in-1 affordable coverage solution that protects life, health, and income. With StartSmart, there’s no medical exam, meaning a quick turnaround for your clients. Plus, gain tips on how to effectively target the largest living adult generation.
In just 30 minutes, get up to date on the most competitive LTC hybrid product on the market! Get to know this product that’s disrupting the LTC landscape, and you’ll be equipped to protect your clients with a top-tier solution.
RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event. (10 person limit)
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.