Handouts

Professional Organizations / OCI Incentive Program

NAIFA Membership

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

NAHU Membership

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

Society of FSP Membership

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

OCI Circle of Excellence

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

AM Breakout Sessions

10:00 AM: Business Succession Planning

Planning For Retirement Tax Efficiency

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

Breeze Agent Bonus

Breeze Agent Flyer

Bestow Product Guide

Bestow Underwriting Guide

Bestow: Easily Build Revenue Momentum with Term Life

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

Breeze Agent Bonus

Breeze Agent Flyer

Bestow Product Guide

Bestow Underwriting Guide

Bestow: Easily Build Revenue Momentum with Term Life

PM Breakout Sessions

1:00 PM: Medicare Agent Maximization

OCI Prospecting 101

1:00 PM: Sharpening Your Sales Story

Sales Story Worksheet

Questions? Please contact events@ociservices.com