DENNIS MARTIN, PRESIDENT, INDIVIDUAL LIFE AND FINANCIAL SERVICES ANDREW MICHIE, CHIEF FINANCIAL OFFICER Over the last few days, you may have seen news reports about Silicon Valley Bank and resulting concern about the stability of the banking sector. Actions by the Federal Reserve and the U.S. Treasury have been swift, but this remains a developing situation. In case you’re wondering if OneAmerica® might be impacted, we want to assure you that: OneAmerica has zero direct exposure to Silicon Valley Bank or to Signature Bank of New York. OneAmerica has exceptional capital strength and diverse sources of liquidity. OneAmerica continues to
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Session Recap: Long-term Care Insurance for Asset Protection
On March 8 we hosted our second Advanced Markets training webinar of 2023. The Long-term Care Insurance for Asset Protection session focused on how both traditional LTC as well as life insurance with an LTC rider can help protect your client’s independence, assets, and family by planning for long-term care needs. For those of you who were unable to attend or would like to review the information, you can listen to and watch the recording. View the Long-term Care Insurance for Asset Protection Recording View the Long-term Care Insurance for Asset Protection PowerPoint Slides *NOTE: The recording and slides are
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Ethisphere names Thrivent as one of the 2023 World’s Most Ethical Companies for the 12th consecutive year
Ethisphere names Thrivent as one of the 2023 World’s Most Ethical Companies for the 12th consecutive year Recognition honors companies demonstrating business integrity through best-in-class ethics, compliance, and governance practices March 13, 2023 MINNEAPOLIS – Thrivent, a Fortune 500 diversified financial services organization, has been recognized by Ethisphere, a global leader in defining and advancing the standards of ethical business practices, as one of the 2023 World’s Most Ethical Companies. Thrivent has been recognized for 12 consecutive years and is one of only seven honorees in the financial services industry on the list. In 2023, 135 honorees were recognized spanning
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Industry News, Long-Term Care, and Thrivent.
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closure, holiday, holiday closing, holiday closure, insurance, Long-Term Care, long-term care insurance, LTC, LTCi, office closing, tax, tax advantages, tax deductibility, Tax Deductions, Thrivent, Thrivent Financial, and Thrivent Financial for Lutherans.
Announcing Aflac’s Final Expense Agent Incentive Program!
Aflac is back with another exciting Final Expense incentive! To participate, you simply need to place one or more Aflac Final Expense Whole Life policies between March 1 and June 30, 2023. Here are the rewards and recognitions you can achieve: Place one policy and be listed on the Aflac Leaderboard Place 10 policies and receive a Distinguished Sales Award Earn rewards based on the number of policies placed: 3 policies = $200 6 policies = $500 10 policies = $1,000 Check out the Aflac Final Expense Incentive Flyer and share it with your colleagues! #goldencareagent #medicare
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Medicarians Vegas 2023
Medicarians Vegas 2023 The annual Medicarians conference is now bigger than ever. New for 2023 is the Agent Symposium, a preconference program for agency and agency principals, which is included with registration to Medicarians Vegas 2023. This new session is aimed to help agents grow their books of business, provide even better support to their customers and navigate the ever-changing regulatory landscape. Learn more about Medicarians Vegas 2023, which is April 24-26 at MGM Grand in Las Vegas. (Note: registration cost increases by $200 after Friday, March 31). Register Today #goldencareagent #mutualofomaha
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Advantage Plus Elite’s New Guaranteed Issue Ages are now available in VA
Reach more clients and write more business with GTL’s hospital indemnity insurance! Advantage Plus Elite’s Guaranteed Issue ages are now 64½ to age 68 in Virginia! Updated applications are now available on GTL’s Agent Portal and e-App! Visit the Agent Portal Expanded Guaranteed Issue Current State Availability To order new supplies, please log in to the Agent Portal and click on GTLink. Order Supplies on GTLink #goldencareagent #gtl #hip #advantagepluselite
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Guarantee Trust Life, Hospital Indemnity Plan, and Industry News.
Advantage Plus, Advantage Plus Elite, Advantage Plus Elite HIP, Advantage Plus HIP, GTL, Guarantee Trust Life, Guarantee Trust Life Insurance Company, Hospital Indemnity, hospital indemnity insurance, Hospital Indemnity Plan, and insurance.
Advantage Plus, Advantage Plus Elite, Advantage Plus Elite HIP, Advantage Plus HIP, GTL, Guarantee Trust Life, Guarantee Trust Life Insurance Company, Hospital Indemnity, hospital indemnity insurance, Hospital Indemnity Plan, and insurance.
DELAY: Lumico/Elips Med Supp E-App Launch
The Lumico/Elips e-app will not go live today on CSG due to continuous compliance review. We do not have an updated launch date to share currently. Tuesday’s webinar will shift gears to Lumico product training and creating Lumico heat maps on CSG. We are notifying all webinar registrants about the topic change. Please let me know if you have any questions. We appreciate your patience and understanding. To learn more about the E-Application Platform, contact GoldenCare at 800-842-7799 or email marketing@goldencareusa.com. #goldencareagent #csgactuarial
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You’re in Luck: Issue Ages Increased on IULE and TLE
In case you missed it on March 1, 2023, we increased the maximum issue ages on IUL Express and Term Life Express Non-ROP (10T) products. These enhancements will position our Simplified Issue product options to be available in more sales scenarios and will serve a wider range of clients. Below are some of the key updates you will need to know: IUL Express: Maximum issue ages for both Tobacco and Non-Tobacco ratings will increase to age 75 Currently Non-Tobacco is age 70 and Tobacco is age 65 Maximum face amount for ages 71-75 will remain $150,000 Term Life Express
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There Are Costs to Waiting to Purchase LTCi
Everyone is busier than ever, including your clients. And, while purchasing a long-term care policy often isn’t a top priority, they probably don’t realize that there are true costs associated with putting off that purchase until later. Waiting to purchase a long-term care insurance policy is too important to ignore—it can lead to paying higher premiums down the road. Or even worse, procrastinating could lead to the inability to even qualify for coverage. That makes this concept well suited for: People who are inclined to put off the decision to buy People who think long-term care insurance is too expensive
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Critical Advantage State Difference Matrix
Mutual of Omaha’s Critical Advantage Portfolio (Critical Illness, Heart Attack/Stroke and Cancer Insurance) varies by state. The Critical Advantage State Difference Matrix is designed to give you a snapshot view of the state-to-state differences in product and benefit availability. Use this handy guide when you are working on developing a comprehensive solution for your clients. Critical Advantage State Difference Guide If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-email sales.support@mutualofomaha.com. Critical Advantage State Difference Matrix #goldencareagent #mutualofomaha
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