Read Full GoldenCare Newsletter, December 19, 2022 Edition In this GoldenCare Newsletter Edition Season’s Greetings from the GoldenCare Marketing Team! From our team to you and your family, wishing you a wonderful Christmas! Watch our Holiday Video dedicated to you, our valued agent! → The GoldenCare Office will be closed Fri, December 23rd & Mon, December 26th for the Christmas holiday. From GoldenCare: GoldenCare Insights – Tom Randall: Success in 2023 More than covering Industry changes over just the past year, we’re sharing insights and trends seen over the past several years! We’ll be giving away some Amazon.com Gift Cards
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Asset Care annuity withholding process update due to IRS guidelines
New withholding process for Asset Care annuities effective 12/10/2022 Jan. 1, 2023 in all states, IRS guidelines around taxable distributions from retirement plans and annuities will change, requiring a modification to our application process affecting our Asset Care Annuity Funding Whole Life option, as well as Asset-Care II/III (California). Starting 12/10/2022, this guideline change will necessitate collection of a new “Statement of Understanding – Withholding” form as well as IRS Form W-4P to indicate the policyholder’s future withholding preference prior to issue. Please view the video above to learn about this process change. If you have any additional questions,
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GoldenCare Newsletter | December 5, 2022
Read Full GoldenCare Newsletter, December 5, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: SPECIAL: “Missing Link” Consumer Presentation Pro Tips Thurs, Dec 8, 2022 11:00 AM to 11:45 AM CST Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and have your favorite tools available at your fingertips! Click here to DOWNLOAD our electronic business card, and enter to win a $100 Amazon.com Gift Card! PROMO TIME! ★
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Announcing another price decrease on our Asset Care portfolio
It’s time for another timely price decrease on our Asset Care product portfolio JEFF LEVIN, VP, CARE SOLUTIONS DISTRIBUTION For the second time in 2022, OneAmerica® is announcing a price decrease on our Asset Care product portfolio across the country, effective Dec. 9, 2022. Our long-term perspective, disciplined approach and more than 30 years of experience in asset-based long-term care allow us to confidently improve the value to our stakeholders. Backed by our financial strength and commitment to this market, OneAmerica will simply be there when our customers need us most. Learn more about new business submission rules leading up
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Care Solutions News, November 2022
Succeed as One A Thanksgiving Message from Jeff Levin With the arrival of November, there are many things we all are grateful for. Jeff has a special message to everyone this Thanksgiving below. – Jeff Operations updates Prepare for year-end: Review key dates and holiday hours We’re dedicated to helping you have a smooth and successful year-end. To ensure you’re prepared, review our holiday hours, new business processing guidelines for 2022 production, and details about this year’s required minimum distribution waiver. Thanksgiving closure, newsletter distribution OneAmerica will be closed Thursday, Nov. 24 and Friday, Nov. 25 for
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GoldenCare Newsletter | October 24, 2022
Read Full GoldenCare Newsletter, October 24, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: Let’s get more people covered with these popular, easy-to-sell products! GTL’s Critical Cash Tues, Oct 25, 2022 11:00 AM to 11:30 AM CDT GTL’s Short-Term Home Health Care Wed, Oct 26, 2022 2:00 PM to 2:30 PM CDT HOT LTC TOPICS! | FREE GIVEAWAYS! | DRAWINGS FOR PRIZES! Whether you’re an LTCi veteran or you’re new to LTCi , we’ve got something for you! Check it Out HERE Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training.
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Change to Underwriting Medical Requirements
Immediate Change to Medical Requirements for Full Underwriting Due to a laboratory test kit being discontinued, our vendor, ExamOne, now requires a blood specimen to complete the panel of tests full underwriting requires. Effective immediately, blood specimens will be required on those adults ages 35 and up for face amounts $0-99,999, on products issued and underwritten by State Life. This change will not impact Underwriting’s processing time and only applies to full underwriting. This does not affect Expedited Underwriting. You can view the complete chart on page 13 of the updated Care Solutions Process Guide, I-33758. Please make sure any
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GoldenCare Newsletter | July 25, 2022
Read Full GoldenCare Newsletter, July 25, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and have your favorite tools available at your fingertips! Click here to DOWNLOAD our electronic business card, and enter to win a $100 Amazon.com Gift Card! PROMO TIME! ★ Current Events, Benefits and Promotions GoldenCare Fast Fact: How Do I Close More Sales?
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GoldenCare Newsletter | July 11, 2022
Read Full GoldenCare Newsletter, July 11, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: Upcoming Training: LTC: Back To Basics Wed, July 13, 2022 2:00 PM to 2:30 PM CDT PART 2: LTCi Pro Sales Strategies Webinar with Mark Goldberg Thurs, July 14, 2022 2:00 PM to 2:45 PM CDT Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and have your favorite tools available at your
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GoldenCare Newsletter | June 20, 2022
Read Full GoldenCare Newsletter, June 20, 2022 Edition In this GoldenCare Newsletter Edition From GoldenCare: Upcoming Training: PIVOT – Part 1, Introduction to the Pivot Concept Wed, June 22, 2022 11:00 AM to 11:45 AM CDT PIVOT – Part 2, A Closer Look at the Pivot Presentation Thurs, June 23, 2022 2:00 PM to 2:45 PM CDT Diversify your portfolio for greater sales success! Join us for product and sales live and prerecorded training. Stay up-to-date on the latest products and sales strategies. We’re making it easier than ever to get a hold of us and
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