Announcing Price Decrease for our Asset Care Portfolio

Announcing Price Decrease for our Asset Care Portfolio JEFF LEVIN, VP, CARE SOLUTIONS Today, OneAmerica is announcing a price decrease on our Asset Care product portfolio nationwide, effective May 26, 2022. OneAmerica® was one of the first companies to increase prices on our asset-based LTC product back in 2019. While not popular, that decision made our product more resilient and created a solid future to serve our customers. Because of this approach, this product has remained a strong option in the asset-based long term care market and we are now one of the first companies to be able to offer
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Optimizing Thrivent’s CareForward for long-term care benefits

Designing CareForward to optimize LTC benefits Running time: under 5 minutes How do you best design a CareForward solution to provide your clients with the most long-term care benefits for their investment? Join Dean Anderson, Thrivent product specialist as he walks you through the moving parts of CareForward in less than 5 minutes.   CareForward Sales Strategy This new Sales Strategy flyer walks you through two hypothetical scenarios. One shows how to fund CareForward using an annuity settlement. The other shows what it looks like if harvesting gains from managed accounts. Access Sales Strategy     #goldencareagent #thrivent
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Categories: Industry News, Linked Benefit/Hybrids, and Thrivent.

How does Thrivent’s CareForward compare to other linked-benefit solutions?

Competitive Comparison: See how CareForward stacks up against other linked-benefit solutions. We compare against: Lincoln MoneyGuard III Pacific Life PremierCare Choice New York Life Asset Flex OneAmerica Asset Care 2019 Securian SecureCare III Nationwide CareMatters II Brighthouse SmartCare UL Competitive Comparison   Materials-at-a-Glance This one-pager has live links to the key consumer and producer pieces for both the traditional LTCi solution and CareForward. Download to your computer, and then click a link to open a document. Materials-at-a-Glance     Marketing Tab added to FormsPipe We have added a section on iPipeline’s FormsPipe for consumer-facing pieces related to CareForward. Here you
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Categories: Industry News, Linked Benefit/Hybrids, and Thrivent.

CareForward e-Application and Marketing Materials

e-App is now available on iGO The CareForward e-App is available on iPipeline’s iGO platform. You will access this via the same iGO portal you use to access Thrivent’s traditional LTCi e-App. Using the e-App will ensure your submission is In Good Order, and will greatly reduce your underwriting time. NOTE: Unlike the traditional product, the CareForward illustrations are not built into the e-App. Quotes must be run in WinFlex or on the Strategic Partners site (appointed producers only) and then attached to the e-App. E-App Guide   Printable Applications While the e-App is the preferred method of application, there
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Categories: Industry News, Linked Benefit/Hybrids, and Thrivent.

CareForward quoting and comparison tools now available

CareForward Linked-Benefit Solution Two tools related to the new product solution are now available: CareForward illustration: Create CareForward product proposals for your clients. Long-Term Care Comparison Tool: Use to compare LTCi product options for your client. Video Overview of Illustration and Comparison Tools CareForward – Illustrations The comprehensive illustration offers the capability to create product proposals showing the benefits and costs of the CareForward product for your clients. An iPipeline illustration is not available for this product. Highlights: Ability to design a case based on either the premium to be paid or the benefits required, including the LTC Maximum Monthly
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Categories: Industry News, Linked Benefit/Hybrids, Long-Term Care, and Thrivent.

Care Solutions News, April 2022

Care Solutions Sales & Support Teams Find your key sales contacts using our current territory map.   Operations updates New feature in OneSource Online (OSO) – Make Policy Changes Online Beginning this month, a new feature will be added to the policy page in OSO. You will now have the option to make an Online Service Request on behalf of your client instead of ordering a paper form to be sent to the client or taking a service form to a client in person. Transactions available include making address, beneficiary or bank draft changes as well as requesting loans, dividends,
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

SecureCare III is here

Give your LTC clients a benefit boost The wait is over! SecureCare™ III is now available in all states except AZ, CA, CT, DC, DE, IN, MT, ND, NY and SD. SecureCare III, a long-term care (LTC) and nonparticipating whole life insurance policy, is the next evolution in our SecureCare product line. It has all the things you love — plus more flexibility. From enhanced premium payment flexibility to choosing the protection that matters most, clients can custom build the LTC solution that works for them. What’s new with SecureCare III? Discover product highlights and more Visit website > SecureCare
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Categories: Industry News, Linked Benefit/Hybrids, and Securian.

Introducing CareForward, Thrivent’s new linked-benefit LTCi solution

CareForward™ positions Thrivent as an industry leader in extended care planning At Thrivent, we believe everyone deserves a financial strategy. And a strategy is only as good as the solutions—products, services or tools—that put that strategy into action. That’s why we’re excited to introduce CareForward™ — our new combination long-term care (LTC) and life insurance solution that launches April 25th in all states except California and New York. CareForward is a combination of LTC insurance and life insurance. Clients can pay a one-time lump sum premium or pay a premium over a period of years. As LTC benefits are used,
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Categories: Industry News, Linked Benefit/Hybrids, Long-Term Care, and Thrivent.

Care Solutions News, March 2022

Care Solutions Sales & Support Teams Find your key sales contacts using our current territory map.   Operations updates OneAmerica closed on Good Friday OneAmerica will be closed on Friday, April 15, for the Good Friday holiday. Normal operations will resume on Monday, April 18, 2022.   Fair Credit Reporting Act Authorization Information In response to a regulatory requirement, we recently updated/added the Fair Credit Reporting Act Authorization Form (I-34341) to our process for all underwritten products. This authorization is automatically included within eApp, and for those unable to use our electronic application system, the Fair Credit Reporting Act Authorization
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

SecureCare: Sales Strategy Using HSA Dollars

Using pre-tax dollars to pay for long-term care What if prospects knew they could fund a SecureCare Universal Life insurance policy using tax-free dollars from their Healthcare Savings Account (HSA)? It could be a game-changing opportunity for some – and this sales idea outlines how the strategy works, identifies potential prospects, and shows how these savings can add up over time. This is a powerful strategy that can help bring SecureCare within reach for more clients. Sales tool for you Using HSA dollars to pay for LTC   Sales tool for consumers LTC tax deduction worksheet: individual     #goldencareagent
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Categories: Industry News, Linked Benefit/Hybrids, and Securian.