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Jan 26, 2018 • LTCI Partners

OneAmerica Update- January 2018

 
January 2018

Care Solutions News
 
Changes in 2018 make it easier to do business with OneAmerica® Care Solutions!
As of Jan. 1, a signed illustration is no longer needed for Asset-Care® application submissions. More new business submission updates are coming soon — watch for information about the new process in February! These changes will streamline underwriting and make it easier for you and your producers to do business with us. Key benefits for policyholders include increased privacy and flexibility.
Campaign update: The Great Retirement Income Gap
The Great Retirement Income Gap (GRIG) campaign is running in January and February. We're hosting two more national webinars, Feb. 6 and Feb. 8, and you can share the registration link with your producers. Don't forget to use our GRIG campaign calendar to plan your efforts.

View our 2018 Care Solutions campaign calendar to see what's coming. Contact your OneAmerica regional sales director if you have campaign questions or need product training and support.
OneAmerica in the news
Pat Foley, OneAmerica president of Individual and Retirement Services, contributed an article, "A New Age of Opportunity for Our Industry," to the 2018 Carrier Forecast in the January Broker World. Read the article online or download the reprint. 
 
Care Solutions rate calculator
Quote all Asset-Care® products (I, II, III and IV) using the Care Solutions rate calculator. It's easy, quick, accurate and consumer-friendly. Share the link with your producers today!
 
Revamped Care Solutions marketing materials
Access all of our new and refreshed Asset-Care® and Annuity Care® marketing materials on the Care Solutions marketing materials landing page at assetbasedltc.com.
 
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based LTC:

Lifetime leverage with Indexed Annuity Care
Inflation protection deep dive
Learn and earn: Webinar opportunities

NEW! Care Solutions Live Deep Dives

We're launching a new webinar series on Jan. 26 to go in depth on specific topics related to our asset-based LTC protection. Live Deep Dives are every other Friday at 11 a.m. ET. Click to register.

Asset-based life and annuity LTC webinars
Our biweekly webinar series covers all of the Care Solutions options and offers 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
Events
2019 Independent Leaders' Conference
Costa Rica is the destination for the 2019 Independent Leaders' Conference May 5-9. Guests will be treated to ultimate luxury at the JW Marriott Guanacaste Resort & Spa, a tropical oceanfront paradise. The qualification period is Jan. 1-Dec. 31, 2018.
Producer qualifications
Marketing organization qualifications
Venue brochure
2019 Chairman's Trip
Florence, Italy, is the destination for the 2019 Chairman's Trip March 13-17. Guests will enjoy stunning early Renaissance architecture at The St. Regis, a historic palace designed by Brunelleschi. The luxurious hotel is situated in the center of Florence along the Arno River. The qualification period is Jan. 1-Dec. 31, 2018.
Care Solutions producer qualifications
Venue 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. Asset Care form numbers: L301 and R501 and SA31. Annuity Care form numbers: 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.

© 2017 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.

Contact us

Phone: 800-245-8108

Email: sales@ltcipartners.com

Mailing Address

LTCI Partners, LLC
14546 Brook Hollow Blvd #281
San Antonio TX 78232

Office Address

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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.

Your privacy is important to us. We have developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices.