Women & Finance Roadshow
Calling all female professionals! Join us for a day of networking, practice building & business development strategies. Contact us for details.
Events – Public
How To Inspire Financially Fearless Females
Join OWR Webinar on How To Inspire Financially Fearless Female on February 27, 2024 at 3:00 for a discussion with our partners at Prudential on women’s unique financial challenges and encouraging Financial Advisors to meet with female clients to help them become more confident and in control of their financial future.
Register Here
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.
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 pricing improvement guidelines
Nationwide CareMatters updates and guidelines
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.
We cannot be more excited to start celebrating milestones in person with family and friends and to be bringing back our biannual producer conference to celebrate and appreciate the success of our clients. Join us next year in Scottsdale, AZ, May 3 -7 2023, for a memorable week with new and old friends alike.
CLICK HERE for more information and qualification details.
Website: http://aimcor.dpsincentives.com/owr.html
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 strategy that includes a properly funded buy-sell agreement.
See this month’s edition of The Digest for the tools and resources to help get you started on a plan that will work for your client.
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.
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