LTC

September 15, 2023HST

Long-Term Care Planning Workshop

Enjoy complimentary refreshments and pupus while you learn. This workshop offers a perfect blend of valuable information and a friendly atmosphere.

Long-Term Care Planning Workshop

Tuesday, October 3, 2023

5:30 – 6:30 p.m.

Occidental Underwriters of Hawaii

1163 S Beretania Street

Honolulu, Hawaii 96814

What will you get?

Empowerment – Gain strategies on how to manage rising costs of care
Clarity – Understand the truth behind long-term care and busting common myths
Support & Knowledge – How to handle emotional and financial aspects of long-term care
Personalized Guidance – Get answers to questions during the Q&A session. Our team of professionals are here to provide tailored solutions to your long-term care concerns.

Ken Herlihy, CLTC

Ken Herlihy, CLTC, boasts a career spanning back to 1984 in the insurance industry, with significant leadership experience in sales and marketing. Over the past three decades, he has specialized in the Long-Term Care (LTC) market, refining his expertise.

Click to view or download

RSVP

kindly by 9/27

This workshop is for informational purposes only and does not constitute financial or legal advice. Please consult with a qualified professional for personalized guidance related to long-term care planning.

August 28, 2023HST

NationwidePresents : “Land as Your Legacy” Program (Agricultural Workers)

Join Chris Chertboonmuang, RVP and Timothy Kohl, RVP with Nationwide as they present a special program to help various stakeholders in the agricultural industry (produce delivery, farmers, local produce companies, and more) to both plan for their future and receive underwriting concessions.

Nationwide’s Land As Your Legacy® Program (LAYL) is specifically tailored for agricultural workers, including those involved in food distribution, fishing, and chocolate growing, aims to provide flexible underwriting benefits and support to this vital sector.

The Land As Your Legacy® program, reduces barriers to life insurance. Individuals must disclose tobacco use (chew, snuff, cigars) for the potential non-tobacco rating. Enjoy flexible build rates and a possible 50-credit rating upgrade on build or BMI. APS is only based on age and insurance amount.

View the Webinar Recording

Land As Your Legacy®

Discover the benefits of Nationwide’s program for agricultural workers including food distribution, fishing, and chocolate growing. Get flexible underwriting with the Land As Your Legacy® program.

Learn More

June 30, 2023HST

Nationwide: “Land as Your Legacy” & CareMatters Together Launch

We had the privilege of bringing in Nationwide’s Chris Chertboonmuang, Regional Vice President, and Julie Odovch, Regional CareMatters Wholesaler. The event was centered around their revolutionary CareMatters Together product, showcasing its exceptional strength as a cash indemnity long-term care product for couples!

Download the Nationwide Materials

Land As Your Legacy®

Discover the benefits of Nationwide’s program for agricultural workers including food distribution, fishing, and chocolate growing. Get flexible underwriting with the Land As Your Legacy® program.

Learn More

CareMatters Together

Find out what makes CareMatters Together a potential solution for couples’ LTC protection needs.

Learn More

June 6, 2023HST

Nationwide’s 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.

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).

Nationwide materials from this webinar:

May 30, 2023HST

Retirement Planning in the Face of Long-Term Care Costs: Making Smart Decisions For Your Future (Client-Friendly Event!)

Retirement Planning in the Face of Long-Term Care Costs: Making Smart Decisions For Your Future (Client-Friendly Event!)

Thursday, June 29, 2023, at 5:00 PM

OUH Lounge, 1st Floor

As we age, the need for long-term care becomes increasingly important. Long-term care insurance can provide a layer of financial protection and peace of mind for those facing the possibility of needing ongoing care. However, selecting the right policy can be a daunting task. That’s where expert advice comes in.

Nationwide’s Regional VP, Chris Chertboonmuang, will share valuable insights on how to create a long-term care policy that suits your needs and budget. He will also provide tips on maximizing benefits, ensuring you have access to quality care when you need it most. Don’t miss out on this opportunity to learn more about the benefits of long-term care insurance and protect your future.

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…

Downloadable PDF

RSVP to Attend

May 30, 2023HST

Lunch & Learn “Land as Your Legacy” & CareMatters Together Launch

Lunch & Learn: Nationwide presents “Land as Your Legacy” & CareMatters Together Launch

Wednesday, June 28, 2023, at 11:30 AM

OUH Lounge, 1st Floor

Join us at Occidental Underwriters to meet Chris Chertboonmuang, Regional VP, and Julie Udovch, Regional CareMatters Wholesaler at Nationwide.

Chris and Julie will provide insights on Nationwide’s Land as Your Legacy Program, in addition to their NEW CareMatters Together product, underwriting strengths, product updates, and more. One-on-ones with Chris and/or Julie will be available after the presentation.

Discover the benefits of Nationwide’s program for agricultural workers including food distribution 🍍, fishing 🐟, and chocolate growing 🍫. Get flexible underwriting with the Land As Your Legacy® program, which reduces barriers to life insurance. Individuals must disclose tobacco use (chew, snuff, cigars) for the potential non-tobacco rating. Enjoy flexible build rates and a possible 50-credit rating upgrade on build or BMI. APS is only based on age and insurance amount. Stay tuned for more occupations to be clarified at the meeting.

RSVP to attend

May 1, 2023HST

Mythbusters: Long-Term Care Insurance

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.

I'll attend!

April 4, 2023HST

Mutual of Omaha Update (Webinar)

Bill Ellis, Brokerage Life Sales with Mutual of Omaha, guides you through their long-term care rider, and underwriting niches. Bill is a trusted source for information about life insurance and its associated products.

Download Slides (PDF)

March 22, 2023HST

Client Event! Overcoming the Great Retirement Income Gap

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.

March 13, 2023HST

3 Smart Ways to Fund LTC Needs with OneAmerica

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.