SecureCare: Sales Strategy Using HSA Dollars

Using HSA dollars to pay for LTC 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. Take a look     SecureCare: Sales Strategy Using HSA Dollars   #goldencareagent #minnesotalife #securian
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Categories: Industry News, Linked Benefit/Hybrids, and Minnesota Life.

SecureCare Fact Finder Questionnaire

Quick questionnaire for LTC/CI When it comes to helping your clients prepare for long-term care (LTC) and chronic illness (CI), it can be hard to know where to begin. This short fact finder can guide you through the conversation. These questions will help you get to know your client and learn more about their retirement goals and concerns, helping to lay the foundation for a strategy custom-tailored to fit their unique situation. Get the fact finder     SecureCare Fact Finder Questionnaire   #goldencareagent #minnesotalife #securian
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Categories: Industry News, Linked Benefit/Hybrids, and Minnesota Life.

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! State approvals Click on the Asset Care Product Lunch and Advertising Approval tracking spreadsheet for the most current state availability information. After the initial launch, you may continue to sell the current product in states where the new product has not launched. Transition rules Paper apps for the current product must be received
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Two campaign resources you can use right now

Two campaign resources you can use right now Social Media Social media makes it easy for you to post relevant content and engage with potential or existing clients. Using targeted messaging will help drive traffic, leads and sales. Download and post our content on your Twitter, LinkedIn and Facebook pages. Presentation Kit Consider using a OneAmerica® presentation in one-on-one meetings or group seminars to educate and connect with your audience. Workbooks are available to help clients follow along. Easily invite potential or existing clients to a seminar using digital, fillable invitations.     Access campaign resources Visit our Marketing Toolbox
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

GILICO Changes Are Coming April 29th

AnnuiCare® – Simplifying the Process Provide an Asset Based Win with AnnuiCare® with Guaranty Income Life Insurance Company (GILICO). You can create a financially favorable situation for your client by utilizing existing assets, no matter what their future holds: Win: Should your client require Long-Term Care, a tax-free benefit that is triple the annuity value may be available. Win: If your client never needs LTC, the annuity value grows at a stated rate, free from market risk. Giving You More Control Over the Sales Process Another win for both you and your client is the ability to call and schedule
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Categories: Guaranty Income, Industry News, and Linked Benefit/Hybrids.

Running An Effective Marketing Campaign

Running an effective campaign If you’re looking for resources to enhance your marketing strategy and take your business to the next level, we can help. OneAmerica® marketing campaigns can provide the tools you need to connect with customers on a variety of topics related to your business. Access campaign resources Visit our Marketing Toolbox to view short videos on producer and consumer campaigns, access our latest core marketing materials and review descriptions of available campaigns.   If you’re ready to learn more about OneAmerica marketing campaigns, check out our detailed campaign brochure.   Visit AssetBasedLTC.com and get started on a
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Care Solutions News, March 2019

Quick reads From tax-deferred to tax-free for LTC As tax season nears its end, keep the momentum going by bringing LTC into your conversations. Now is a great time to reinforce the powerful tax advantages of our Care Solutions annuity-based products as you share the LTC story with clients and advisors. Leverage these key resources: How the Pension Protection Act of 2006 provides tax-free annuity dollars for care Annuity Care®, Annuity Care® II, Indexed Annuity Care® Annuity Care video Care Solutions rate calculator Our Care Solutions rate calculator quotes Annuity Care® II and all Asset-Care® products. It’s easy, quick, accurate
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Improved Language on Securian Email/Messages

You asked, we listened… Over the past two months we focused on improving the language we use to communicate updates on Life and SecureCare pending business. We’ve updated our emails and messages to be more customer focused and provide valuable and timely information. We hope you appreciate these changes and continue to share your ideas for improvement with us! The following are a few examples of the improvements we’ve made. Delivery Receipt (Previous “Delivery Receipt — New Issue”) Removed “— New Issue” Added comment, “Sign and date Delivery Receipt at time of delivery.” Part 1B Signature (Previously “Quick App Part
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Categories: Industry News, Linked Benefit/Hybrids, and Minnesota Life.

SecureCare’s International Benefits

COMPETITIVE COMPARISON Benefits Outside The United States Many long-term care and linked-benefit products include coverage for benefits abroad — but not all coverage is created equally. In fact, when it comes to offering your clients the most robust international benefits in the industry1, Securian Financial’s SecureCare Universal Life is the product you’ve been looking for. See how SecureCare’s International Benefits stand apart from the competition. Learn more       1   Based on competitive research as of 1/2019.   SecureCare’s International Benefits   #goldencareagent #minnesotalife #securian
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Categories: Industry News, Linked Benefit/Hybrids, and Minnesota Life.

GILICO Opening New Administrative Office

We are pleased to announce our new Administrative Office in Topeka, Kansas! As a follow-up to our message earlier this week regarding your tremendous efforts and the enormous influx of business we have experienced we are excited to announce the launch or our new service center and technology. What this means for you: New business written Monday, March 18, 2019 and thereafter should be forwarded to our new Office. The Administrative Office phone number is 833.444.5426 (833.4.GILICO). The address is: 5801 SW 6th Ave, Mail Zone 8583 Topeka, KS 66675-8583 Click on the Producer Contact Information Sheet for additional contact
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Categories: Guaranty Income, Industry News, and Linked Benefit/Hybrids.