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Women & Finance Roadshow
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How To Inspire Financially Fearless Females
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Mutual of Omaha LTC Awareness Webinar
Register now for Mutual of Omaha’s LTC Awareness Month Claims Webinar, all about claims trends, stats, and sales ideas. Click Here for to Learn More Click Here to Register
Nationwide Price Changes – November 7th
As of November 7th 2022, the following price changes will be made with some Nationwide products: No Lapse Guarantee UL II – premium decrease 5-15% CareMatters II – premium decrease ~5% for all solves CareMatters NY – older maximum issue ages (differs between NY and CA and premium pattern) Nationwide No Lapse Guarantee UL II […]
Nationwide Webinar: WA and Beyond – What’s Next with State-Mandated LTC Programs?
Join Nationwide for a webinar on November 9th, all about state mandated and publicly funded LTC insurance programs. Nationwide Invitation – WA and beyond Webinar – Nov 9th
Women and Finance Series: Talking About Financial Wellness For Women, With Women.
The second installment in our Women and Finance series is here. Join us for a day of collaboration talking about financial wellness for women, with women. Reach out to OWR with any questions.
Prudential VUL Protector Reprice
Prudential’s VUL Protector has improved no-lapse guarantee pricing — the new pricing makes the product a competitive option for clients looking to balance the security they need with the potential to build cash value. Click Here to see more about the VUL Protector reprice. Click Here for Prudential’s transition rules.
AIM Higher 2023 Producer Conference | May 3-7 2023
Only 9 months until The AIM Higher Conference in Scottsdale, AZ. Make sure to check if you qualify for this amazing trip! Click here for more information and qualification details.
The Digest – August 2022
While business owners are focused on day-to-day operations and growing their businesses, they often overlook important elements of future planning. Surveys of business owners show only slightly over 50% have a succession plan in place, and many of those are unfunded. Help your client protect the future of their business by implementing a transition […]
Save the Date for our upcoming Women in Finance Series
Join us on August 11, 2022, for the first webinar in our upcoming Women in Finance Series. The first webinar will center all around estate planning for women. Fill out the form below, and someone will contact you regarding more information.
Upcoming Disability Claims Webinar
Join us for a webinar hosted by Mutual of Omaha’s Director of Claims, providing an overview of the disability claims process and how you can best support your clients throughout the process. Disability income insurance solutions are meant to help provide your clients with peace of mind if they experience a disabling illness or injury. […]
OWR Opinion and Principal Financial Group Webinar
OWR Opinion and Principal Financial Group invite you to a joint webinar, hosted on Wednesday June 29, 2022, from 12:30 – 1:30PM via ZOOM, all about learning to simplify group opportunities. CLICK HERE to Learn More
Why Now? Estate Planning in the Current Tax Environment
In case you missed it,Karen Hofmann Vice President, Advanced Planning Individual Solutions Group, provided the inside track about why NOW is the perfect time for estate planning conversations. It’s a perfect storm for helping clients create estate plans because of rising inflation, low interest rates, low tax rates, and uncertain legislation. Don’t miss this one! […]
Uncovering Planning Opportunities with a 1040
John Hancock’s newest podcast released April 2022. The tax-filing season presents a great opportunity for planning discussions if you know what to look for. John Hancock Financial Professional’s PodCast