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Sep 22, 2023 • LTCI Partners

OneAmerica September 2023 Updates

   

Education: with schools starting again, I will coin this education season, and since OneAmerica is all about education, we are kicking off our Fall series of the Regional Care Solutions Universities (CSU’s).  Like our sessions in the Spring, we are taking the CSU’s on the road to different cities in the Fall.  In an effort to bring the same great education around Asset-based LTC planning to the advisors/insurance professionals you select; however, not taking them away from their offices for 3 days when bringing them into the home office in Indy, they are now at a city near them.  Click the button below to find a live map and list with the locations, dates and times.  However space is limited and seats fill quickly, and once it is full the registrations will be closed.

OneAmerica Regional CSU Map

 

Ensight: the tool you have been hearing so much about, is up and rolling; you will find it in our full version software on One Source Online (OSO), but also if you have subscriptions to Ensight and Winflex Web.  This tool is working, those that are promoting or sending out quotes using the Sales Presentation button and corresponding link, more sales are happening due to easily repeatable and interactive story telling with the consumers.  DISCLAIMER: Our sales team will provide the sales presentation for you when you request a OneAmerica quote.

 

Elevate Sales: this is the culmination of the 2 E’s above; and we all want to grow our sales.  Give your distribution the education needed, supply them with an incredible tool, and watch what happens!

 

Written by LTCI Partners