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Feb 1, 2018 • LTCI Partners

OneAmerica Simplifying New Business Submission on Feb. 12th.

 
February 2018  
News to Know
  
 
Coming Feb. 12: We're simplifying Care Solutions new business submission
Our updated new business submission process is fast and easy for you and your clients
Beginning Feb. 12, we're updating the new business submission process for OneAmerica® Care Solutions Asset-Care® and Annuity Care® products. These changes will streamline our underwriting process, make it easier to do business with us and offer key benefits to your clients.
The new process
Beginning Feb. 12, 2018
In three key steps, our new process will take you from submission to the client interview to policy delivery with ease.

Point-of-sale-scheduling will keep your business moving. Our trusted vendor will complete client interviews with flexible scheduling. Plus, this new process helps meet the increasing privacy needs of your clients and policy holders while offering you a simplified approach to new business submission. 

Review our new 3-step process »
 

More information 
To simplify our business and yours, our new process is replacing several existing ones, including EZ Underwriting, which will be discontinued effective March 29. 

Additionally, we will discontinue the use of paper application packets for Asset-Care and Annuity Care products, effective Feb.12. After this date, you may still download and print applications from Forms Pipe on OneSource Online if needed, or use electronic submission.

Questions? 
Contact your Care Solutions regional sales director with questions. Comprehensive training and materials are coming soon. 

Thank you for support and business with OneAmerica!
 

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.  Asset-Care form number: L301 and R501 and SA31. Annuity Care form number: SA35, SA34 and R508. 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. © OneAmerica Financial Partners, Inc. All rights reserved.
   
 

Written by LTCI Partners

One of the greatest risks to a confident retirement is healthcare. At LTCI Partners, we provide insurance solutions to help advisors and their clients manage this risk.

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Email: sales@ltcipartners.com

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This site is designed for use of licensed financial professionals and not consumers. While we make every effort to maintain the accuracy of information provided on this site, LTCI Partners, LLC does not guarantee the accuracy of information provided on this site. All information should be verified by the licensed agent. LTCI Partners, LLC is a subsidiary of National Financial Partners Corp.

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