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. Learn how you can help to guide them through such a difficult time.
Click HERE to learn more and register for the 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.
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!
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.