A Closer Look into Roth Conversions & QLACs
May 2, 2023 at 9:30 am
OUH Lounge, 1st Floor
Join us for an exclusive event with Justin Shipman Regional Sales Director, Annuity Solutions at Lincoln Financial as he dives into the details of Roth Conversions and Qualified Longevity Annuity Contracts (QLACs). This event will cover the fundamentals as well as examine the potential benefits and drawbacks so you’ll know how these strategies may fit into your business, especially with the changes enacted earlier this year by The Secure Act 2.0. Don’t miss this opportunity!
RSVP to save your seat at ckagawa@askoxy.com. This is an in-person event.
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.
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.
A 401(k) Plan Presentation for Life Licensed Producers
Thursday, March 30, 2023
9:30 am – 10:30 am
OU Lounge, 1st Floor
Occidental Underwriters of Hawaii, Ltd.
1163 S Beretania Street
Honolulu, HI 96814
Occidental Underwriters of Hawaii, Ltd. is proud to host Francisco Navarro, AIF, C(k)P Regional 401(k) Sales Director for Lincoln Financial Distributors and Gregg Cowan, PPC Regional Vice President and Retirement Plan Counselor for Capital Group/American Funds.
Francisco has a long-standing relationship with us—since the days our agency was a Transamerica career agency—and we are delighted to welcome him back! This informative seminar will provide insight into the benefits available through Lincoln Financial Distributors and Capital Group/American Funds.
Don’t miss this chance to connect with Francisco and Gregg where you’ll learn about the opportunities Occidental Underwriters of Hawaii, Ltd. and our partnership with Lincoln Financial Distributors and Capital Group/American Funds can provide!
RSVP by 3/28 to Cara Kagawa at ckagawa@askoxy.com.
*Limited to the first 20 people who RSVP. Breakfast is included. Kindly inform us of any vegetarian preferences or specific dietary requirements with your RSVP.
Parking: 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.
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.
Custom Meetings with James Romero, CLTC
Wednesday, March 29, 2023, from 2:00 pm
Use this opportunity to learn more about Securian’s amazing product, and benefit from James Romero’s years of experience in the industry. Schedule a one-on-one or bring your clients along. Reserve your timeslot now at ckagawa@askoxy.com!
Times Available:
2:00 pm – 3:00 pm – Available
3:30 pm – 4:30 pm – RESERVED
4:30 pm – 5:30 pm – Available
These events 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.
Hybrid Solutions with James Romero, CLTC
Wednesday, March 29, 2023, at 11:30 am
OUH Lounge, 1st Floor
Come and learn about the latest and most exciting LTC product to hit the market with Securian’s Regional Vice President, James Romero. James is a veteran at Hybrid LTC insurance! He’s currently RVP at Securian covering the SecureCare III product with a wealth of knowledge and experience. In addition, James will be available for additional meetings. See below…
Custom Meetings with James Romero, CLTC
Wednesday, March 29, 2023, from 2:00 pm
Use this opportunity to learn more about Securian’s amazing product, and benefit from James Romero’s years of experience in the industry. Schedule a one-on-one or bring your clients along. Reserve your timeslot now at ckagawa@askoxy.com!
Times Available:
2:00 pm – 3:00 pm – Available
3:30 pm – 4:30 pm – RESERVED
4:30 pm – 5:30 pm – Available
These events 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.
