Care Solutions News, May 2019

May 29, 2019 | by | Comments Off on Care Solutions News, May 2019

Quick reads 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
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.
Tags: annuity, compensation, hybrid, LTC, and oneamerica.

Stay informed and get paid faster!

May 29, 2019 | by | Comments Off on Stay informed and get paid faster!

NEW CUSTOMER SERVICE CONTACT, MYGILICO.COM, AND COMMISSIONS PROCESSED DAILY   We have three service developments we’re excited to share! ONE:  Our Customer Service team has new contact info: 833-4GILICO (833-444-5426) from 7:30 am to 5:00 pm CST. TWO:  Your and your clients can now access account values and policy details online at mygilico.com. Register at www.mygilico.com to create your account and password. Click here for step-by-step instructions. if you are an agency, call 833-4GILICO (833-444-5426) to set up your agency portal. THREE:  Commissions are now processed DAILY! After each nightly cycle, the commissions should hit your account within three business
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Categories: Guaranty Income, Industry News, and Linked Benefit/Hybrids.
Tags: commissions, gilico, and hybrid.

SecureCare: Sales Strategy Using HSA Dollars

May 20, 2019 | by | Comments Off on 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 Securian.

SecureCare Fact Finder Questionnaire

May 20, 2019 | by | Comments Off on 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 Securian.

Coming in July: Updated Asset Care®

May 17, 2019 | by | Comments Off on 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

May 16, 2019 | by | Comments Off on 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

May 6, 2019 | by | Comments Off on 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

May 3, 2019 | by | Comments Off on 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

April 3, 2019 | by | Comments Off on 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

March 26, 2019 | by | Comments Off on 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 Securian.