Important News from OneAmerica Care Solutions
Check out the NEW Asset-Care® campaign!
The new Asset-Care campaign has launched. View the campaign calendar to plan your communications! We’re hosting four national webinars next month: Tuesday, April 3 and 17, and Thursday, April 5 and 19. Encourage your producers to access campaign resources, use our tools and register for our webinars.
Change to approved vendors for ordering medical requirements
Effective March 1, OneAmerica® has updated our approved medical requirement vendors. Read more.
NEW! 1035 exchange resources
The OneAmerica advanced sales team has revised the Section 1035 exchange and direct transfer producer guide. The American Association for Long-Term Care Insurance offers a consumer guide to LTC planning using 1035 exchanges.
OneAmerica in the news
- Dennis Martin contributed “Getting the Word Out” to the March Broker World. His article helps producers teach clients about the living benefits of asset-based LTC products. Read the article or download the reprint.
- Chris Coudret was interviewed for the March issue of IA magazine. His insights appear in “How to Up Your LTCi Sales Game.” Read the article or download the reprint.
- Longevity was the theme of ReFocus Conference 2018, when the American Council of Life Insurers and the Society of Actuaries met in Las Vegas March 4-7. To coincide with the event, Dennis Martin contributed “Longevity, Death & Taxes” to Life & Health Advisor. Read the article.
Sales Ideas
Try these sales ideas with your producers to help grow their asset-based LTC business:
Care Solutions Suite and Product Training
Our biweekly webinar series covers our asset-based LTC product suite 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 non-qualified annuities to tax-free LTC benefit
Care Solutions Live Deep Dives
Go in depth on topics related to our asset-based LTC protection. Live Deep Dives are every other Friday at 11 a.m. ET. Click to register.
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.
Care Solutions 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
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