Agenda

Wednesday, September 18th, 2024 | 9:00 am

The Perfect Storm: How to Optimize Your Practice with Financial Services Product Solutions

Time: 9:00 am | Virtual
Speaker: Aaron Clark, OCI Financial Solutions Sales Representative

In this session:

  • Annuities
  • Long Term Care
  • Single premium life

What is going on around us? Nationally/Globally? Why are these products important now more than ever? Buy low and sell high is what we are supposed to do, are we doing it?

How do you capture a gain without selling?

How do you get volatility out of your portfolio?

You have assets, have you protected them in case of an LTC stay?

Are you concerned about future tax rates being higher? How can you get Uncle Sam out of your legacy?

Questions? Please contact events@ociservices.com