Agenda

Tuesday, September 16th, 2025 | 1:00 p.m. CT

Time: 1:00 p.m.–2:00 p.m. CT | Virtual
Speaker: Aaron Clark (Financial Solutions Sales Executive, OCI)

*CE Credit Available: This course was developed to meet the education training requirements and provide students with 1 hour of continuing education.

Course Overview: The session will cover:

  • Current state of the economy/national and international issues/volatility concerns
  • Annuity101… what is an annuity and why should it be considered as a savings vehicle for your clients
  • How do Annuities work, what are the different types
  • Safety of Fixed Indexed annuities and examples of how you can get market linked gains without being in the market
  • How to use an annuity to get a guaranteed lifetime income
  • How to use an annuity to get long term care benefits

Questions? Please contact events@ociservices.com