OneAmerica November Update

Dec 5, 2017 • LTCI Partners

OneAmerica November Update

OneAmerica

Campaign update: The Great Retirement Income Gap

Host an event to educate your producers about the Great Retirement Income Gap (GRIG) with our producer training kit. Then encourage your producers to host their own GRIG client events! We have the tools they need, including a consumer invitation, presentation and workbook. The GRIG campaign will take a break in December and resume in January with reminder emails, more webinars and new sales ideas.

Don’t forget to visit the GRIG campaign landing page to view all of the available resources! Contact your OneAmerica® regional sales director if you have questions about the campaign or need product training and support.

New resources

Care Solutions Calculator: All Asset-Care® products are now available!

Lightning-fast quotes are no longer an oxymoron! All Asset-Care products (I, II, III and IV) can now be quoted using the Care Solutions rate calculator. It's easy, quick, accurate and consumer-friendly. This tool is available via OneSource Online and assetbasedltc.com. Tell your producers to try it today!

State Life and OneAmerica® brochure

This popular piece is back! The brochure describes the relationship between OneAmerica and The State Life Insurance Company® and has been updated with new rating numbers and an addition to the Care Solutions timeline.

OneAmerica® in the news

Chris Coudret wrote an article for ThinkAdvisor called "Alzheimer's Awareness Includes Long-Term Care Awareness." Read the article online or download the reprint.

Operations updates

Arizona suitability training required

Beginning Dec. 31, 2017, an insurance producer may not solicit the sale of an individual annuity product in Arizona until he/she has completed insurer-provided product-specific training. An insurance producer must also complete a one-time four (4) hour annuity training course provided by a continuing education provider approved by the Arizona Department of Insurance. Learn more.

Montana suitability training required

Beginning Jan. 1, 2018, an insurance producer may not solicit the sale of an individual annuity product in Montana until he/she has completed insurer-provided product-specific training. Learn more.

Virginia suitability training required

Beginning Jan. 1, 2018, an insurance provider may not solicit the sale of an individual annuity product in Virginia until he/she has completed insurer-provided product-specific training. Learn more.

2017 Care Solutions holiday hours

Click here to view our holiday schedule for the OneAmerica® Home Office.

2017 new business year-end processing cutoff dates

To help ensure a successful year end and make your cases count for 2017 production, we have established processing guidelines. Please note: The OneAmerica® Home Office will be closed on Monday, Dec. 25, to observe Christmas Day. The target date to pay cases or change inforce polices is Friday, Dec. 22. Learn more.

Care Solutions software sunset

We're pleased to announce that iPipeline and Sales Connection are ready to generate illustrations and applications for our Asset-Care® and Annuity Care® products. New business illustrations for life insurance and annuity products will no longer be available on the Care Solutions standalone software as of Dec. 15. After this date, all Care Solutions life and annuity illustrations must be illustrated through iPipeline or Sales Connection, which can be accessed via the OneSource Online portal. Please contact your Care Solutions internal sales partner if you have questions.

Care Solutions product changes

At the end of this year, OneAmerica is making slight changes to our Care Solutions product availability in Massachusetts and New Mexico. Learn more, including deadlines for submitting new business before these changes take effect!

Applications and illustrations with iGo

Ready to streamline illustrations and submit business in good order from the start? iGo is the easy way to route apps straight to the BGA back office and on to OneAmerica in one simple platform. Read on for more key benefits!

NEW! OneAmerica® online notification form

Now, OneAmerica clients can notify us online anytime when they experience a loss or long-term care event. Policyholders and their family members or agent can take a few simple steps to notify us by visiting oneamerica.com/claims. Click here to learn more.

Sales ideas

Efficient LTC funding using annuities

Try these sales ideas with your producers to increase annuity-based LTC sales:
Non-Indexed Annuity
VOYA Variable Annuity
Your producers can help their clients gain LTC protection and preserve their retirement income.

Learn and earn: Webinar opportunities

OneAmerica® training: Asset-based life and annuity LTC

This biweekly webinar covers all OneAmerica Care Solutions options and provides sales ideas. Topics include:

Setting up the LTC sale
Covering two individuals under one policy
Lifetime benefits and the advantages
Using an IRA, 401(k) or 403(b) to pay for LTC
Guaranteed premiums for LTC
Converting NQ annuities to tax-free LTC benefits

Virtual Care Solutions University webinar series

Interested in taking a deep dive into the Care Solutions product suite? Join our weekly webinars to learn about specific products and sales ideas. Register today at the VCSU website.

Events

2018 Independent Leaders' Conference

Aloha! Explore lush surroundings on hiking trails, go canoeing or snorkeling, and even take a hula lesson. Chris Coudret gives producers a sneak peek of the 22,000-acre Ritz-Carlton Kapalua Resort in Maui, destination for the Independent Leaders' Conference, May 15-19, 2018.
Producer qualifications
Marketing organization qualifications
Brochure

See yourself in the South Seas

The 2018 OneAmerica® Chairman's Trip, March 17-23, will feature a seven-day luxury cruise among the legendary islands of French Polynesia, including Tahiti and Bora Bora. The annual trip celebrates our elite producers. Don't let your producers miss the opportunity to qualify for an extraordinary experience!
Producer qualifications
Brochure

For use with financial professionals only. Not for public distribution.

OneAmerica® is the marketing name for the companies of OneAmerica. Products issued and underwritten by The State Life Insurance Company® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Not available in all states or may vary by state.

The companies of OneAmerica®: American United Life Insurance Company®, The State Life Insurance Company®, OneAmerica Retirement Services LLC, McCready and Keene, Inc., OneAmerica Securities, Inc., and Pioneer Mutual Life Insurance Company®, a stock subsidiary of American United Mutual Insurance Holding Company.

This email was sent by:
OneAmerica Financial Partners, Inc.
One American Square, PO Box 368 Indianapolis, IN 46206-0368 United States

Planning Tips and Carrier News for Advisors

John Hancock: In-Force Rate Action to take place in late May

Never miss any update

OneAmerica November Update

Care Solutions News

Written by LTCI Partners

Contact us

Mailing Address

Office Address

Useful Links