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OneAmerica Care Solutions University

Posted by LTCI Partners | Apr 6, 2021 4:02:35 PM

 

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Chronological Timeline of VCSU Agenda - to Fast Forward during Replay & Follow Up Tools:

·        00:00:00 - 00:06:27 - Welcome and Opening Remarks - Dave Soares and Tracey Edgar - OneAmerica Leadership

·        00:06:27 -  00:17:02 - Here Today - And for Whatever Tomorrow May Hold - Scott Davison, Chairman, President & CEO

·        00:17:02 - 00:31:10 - The OneAmerica Difference - President of ILFS - Dennis Martin

·        00:31:10 - 01:09:04 - The Need For Asset-Based LTC - Regional Sales Directors Elaine Marvin and Roger Cantu

·        01:09:04 - 01:51:36 - Asset Care Deep Dive - Regional Sales Directors Brad Shepard and Joe Oh

·        01:51:36 - 02:29:54 - LTC Annuities: Tax Deferred to Tax Free for LTC - Regional Sales Directors Bridget Collins and Tim Vannoy

·        02:29:54 - 02:41:34 - Break with Countdown Timer - 10 mins

·        02:41:34 - 03:33:10 - Operational Excellence: Panel Discussion led by Regional Sales Director Jeremy Veryser - Team Members from Claims, Underwriting and New Business Answer Questions

·        03:33:10 - 03:42:16 - Closing Remarks from OneAmerica Leadership and Thank You for Attending

·        CSU Website with Training Tools for Agents and Advisors - www.OneAmerica.com/CSU

·        Replay Link: Watch it here (For use with financial professionals only. Not for public distribution.)

 

 

Topics: OneAmerica

Written by LTCI Partners

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