Events – Private
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)
Join Nationwide for a webinar on November 9th, all about state mandated and publicly funded LTC insurance programs.
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’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.
Only 9 months until The AIM Higher Conference in Scottsdale, AZ. Make sure to check if you qualify for this amazing trip!
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.
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.
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.
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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.