Broker Check
22 Oct
Lunch is on us - So is your Next Big Idea for Client Planning.

Description

Financial Professionals — You’re invited to an exclusive Lunch & Learn at Maggiano’s—where great Italian food meets powerful

planning solutions. We’ll dig into OneAmerica Financial® product suite and show you how to expand your

client conversations with tools that make you stand out.

On the Menu (besides pasta):

Asset-Based Long- Term Care (Care Solutions) – Plans that give clients lifetime coverage, tax advantages,

and the confidence they can protect their income and legacy without draining assets.

Annuity Strategies – Fixed and indexed options that create income stability and flexibility for

retirement planning.

Life Insurance Solutions – From term to whole life, known to be one of the most flexible in the industry -

designed to protect legacies and meet unique client needs.

The Mutual Advantage – As a mutual organization, OneAmerica Financial answers to policyholders—not

shareholders—keeping the focus where it belongs: on your clients.

Why You Should Come:

• Gain fresh strategies to open new planning conversations and close more cases.

• Learn how to position products that deliver lifetime value to your clients.

• Walk away with practical, implement-today ideas—not just brochures.

Event Details:

📍 Maggiano’s Little Italy

10/22/25 - 10am-1pm

Enjoy a family-style Italian feast while you discover ways to make your client planning more impactful

(and your business more profitable).

Seats are limited—reserve yours now. Hablamos Español. 

Best,
Gregory Kempton
General Agent
One Team Financial Group
3030 North Rocky Point Drive W Suite 160 Tampa, FL 33607
813-222-0002
For use with Financial Professionals Only – Not For Public Distribution

Date and Time

Wed, Oct 22, 2025

10:26a - 1:00p EST

Location

Maggiano’s Little Italy

203 Westshore Plaza
Tampa, FL 33609
View on Map
PT2H34M

Event Registration

Will you be able to attend this event?