oneamerica

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.

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.

March 11, 2022HST

OneAmerica One-on-One Meetings

Ken Herlihy, One America Regional Sales Director will be at Occidental Underwriters. He has a few openings to meet one-on-one. Please call or email Michael Sato at msato@askoxy.com to schedule.

March 11, 2022HST

Practical, Real Life, Sales Ideas That You Can Use Today!

With the drop in COVID-19 cases in the past month, carrier wholesalers are finally beginning to travel to Hawaii again! Ken Herlihy, OneAmerica Regional Sales Director is providing a LIVE in-person presentation on funding using HSA money to pay for the COB rider (continuation of benefits rider). Topics include:

Funding using QUALIFIED Dollars
Deductibility of our COB rider for business owners
Second marriages-a guaranteed sale

Ken also has a few openings on that day for brokers who want to sit down for a one-on-one meeting. Please call or email Michael Sato at msato@askoxy.com to schedule.