Lunch & Learn

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

March 22, 2023HST

Lunch & Learn “Business Insurance”

Lunch & Learn “Business Insurance”
Wednesday, April 19, 2023 at 11:30 am
OUH Lounge, 1st Floor

Life insurance for business owners is about financially protecting their company just as much as it’s about protecting their loved ones! Brant Yamamoto, FSS, OUH Brokerage Manager will go over basic ways you can use life insurance as a business owner.

RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event.

Parking: This event will be located at the OUH Lounge, 1st floor. 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.

January 30, 2023HST

Lunch & Learn “Product Landscapes”

We’re excited to announce our next Lunch & Learn session! This time, we’ll be talking about the current insurance product landscape and what you can do to make the most of your business. We’ll go over different types of insurance products, as well as some of the latest trends in the industry. A light lunch and bottled water will be provided.

This is an in-person event held at Occidental Underwriters of Hawaii, limited to 10 persons. RSVP to Cara Kagawa at ckagawa@askoxy.com by end of day on Monday, February 22, 2023.

January 30, 2023HST

Lunch & Learn “Using Qualified Money for LTC”

Join our first Lunch & Learn session of the year! This event is a great opportunity for you to learn about what qualified money is and how it can help your clients obtain long-term care. We’ll provide a light lunch and bottled water.

This is an in-person event held at Occidental Underwriters of Hawaii, limited to 10 persons. RSVP to Cara Kagawa at ckagawa@askoxy.com by end of day on Monday, February 6, 2023.