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Handouts

Professional Organizations / OCI Incentive Program

NAIFA Membership

Learn more about being a part of the professional association NAIFA. Join today!

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NAHU Membership

Learn more about being a part of the professional association NAHU. Join today!

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Society of FSP Membership

Learn more about being a part of the professional association FSP. Join today!

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OCI Circle of Excellence

Join OCI’s Circle of Excellence and enjoy premium benefits + a luxury incentive trip!

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AM Breakout Sessions

10:00 AM: Business Succession Planning

Planning For Retirement Tax Efficiency

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10:00 AM: Disability Insurance is a Breeze & Life is Better with BESTOW

Breeze Agent Bonus

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Breeze Agent Flyer

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Bestow Product Guide

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Bestow Underwriting Guide

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Bestow: Easily Build Revenue Momentum with Term Life

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10:00 AM: Disability Insurance is a Breeze & Life is Better with BESTOW

Breeze Agent Bonus

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Breeze Agent Flyer

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Bestow Product Guide

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Bestow Underwriting Guide

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Bestow: Easily Build Revenue Momentum with Term Life

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PM Breakout Sessions

1:00 PM: Medicare Agent Maximization

OCI Prospecting 101

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1:00 PM: Sharpening Your Sales Story

Sales Story Worksheet

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Questions? Please contact events@ociservices.com