Annuity Care connections: Seasons change, reasons change
Think about clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition an annuity using Annuity Care and move their money from tax-deferred to tax-free for LTC. Help clients reassess their existing annuities today with these resources:
- Connect with clients using our new Care Solutions Annuity video.
- Rest assured that the OneAmerica® commitment to stewardship through financial strength allows clients and their families to focus on care, not costs.
- Help clients understand the benefits the Pension Protection Act offers for extended care planning and how to use 1035 exchanges to plan for LTC with this AALTCI guide.
- Share key annuity care sales ideas with advisors – a must-see!
Coming in July: Updated Asset-Care®
By Jan. 1, 2020, all issuers of life insurance are required to reprice their products according to the 2017 CSO mortality tables. OneAmerica has updated the benefits and pricing within our whole-life based Asset Care® product suite, and we will be launching a new product in July! Review transition rules, state approvals and training opportunities »
Strengthen your selling power
Tell the OneAmerica story with the 2018 Annual Report
The 2018 OneAmerica Annual Report showcases how our commitment to service has allowed us to grow, maintain solid financial strength and continue to build a better experience for our stakeholders. It shares moving stories, including a Care Solutions feature that highlights why one man started a career with us providing LTC protection for clients after seeking protection for his mother.
Share the report with these resources:
- Annual report landing page
- Social media content to share the OneAmerica story
- Annual report PDF — Contact the Sales Desk to order physical copies
Elevate your business with Care Solutions campaigns
Looking for resources to enhance your marketing efforts and take your business to the next level? We can help. OneAmerica marketing campaigns offer tools to connect with advisors and customers on a variety of topics. Visit our Marketing Toolbox to access our core marketing materials, view short videos on how to run a producer or consumer campaign, and review campaign offerings.
Updated: Annuity Care eApp
We recently made a number of key improvements to our Annuity Care eApp to offer a more user-friendly experience when submitting business electronically. We will continue to focus on improving the OneAmerica Care Solutions eApp experience in an effort to become increasingly easier to do business with!
Reminder: Memorial Day closure
OneAmerica will be closed on Monday, May 27, for Memorial Day. We will resume regular business hours on Tuesday, May 28.
Change on compensation confirmation emails
To better protect your compensation information, the confirmation email will no longer embed the link for OneSource Online after May 14. This will not impact your ability to view daily or monthly compensation information. The new text will read, “A payment was dispersed from AUL/American United Life. Please check your OneAmerica online portal for more information.”
Access May interest rates
New business interest rates for the OneAmerica Care Solutions product suite remain unchanged, effective Wednesday, May 15, 2019. View the announcement for full details »
New brochure: Trust purchases of life insurance and annuities
A new Advanced Sales brochure shows how trustees can use life insurance and deferred annuities, including asset-based LTC, as part of a trust. Trustees of complex trusts often face difficult financial decisions. These products can provide beneficial tax deferral, LTC protection for a living income beneficiary and potentially tax-free distributions to remaining beneficiaries.
Income tax deductions for tax-qualified LTC insurance
This updated flyer from our Advanced Sales team summarizes income tax treatment for tax-qualified long-term care insurance.
Care Solutions state licensing guide
Access our OneAmerica Care Solutions state licensing guide quickly and easily! Get the current version here »