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.

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.

OneAmerica Pending Policy Update

“From” address changing on OneAmerica® pending policy emails On Friday, March 8, we’re changing the “from” address for pending business status and underwriting status emails. The new “from” address will be an unmonitored email account at OACaseManagement@oneamerica.com. This change will ensure compatibility with Office 365. If you’ve set up mailbox rules to filter these emails by the “from” address, you’ll need to modify the mailbox rules by Thursday, March 7.   Questions? Contact OneAmerica’s Field Tech Support team with questions at fieldtechsupport.ind@oneamerica.com.   OneAmerica Pending Policy Update   #goldencareagent #oneamerica
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Care Solutions News, February 2019

OneAmerica in the news Dennis Martin appears in Broker World Broker World Magazine recently featured OneAmerica Individual Life and Financial Services President Dennis Martin in its 2019 Career Forecast with a focus on our outlook and optimism for the new year.   InsuranceNewsNet highlights OneAmerica The January edition of InsuranceNewsNet Magazine recently highlighted OneAmerica in “Shift in the Asset-Based LTCi Market is Expected to Grow,” as one of three companies dominating the asset-based long-term care market.   Operations updates Producer Compensation is now Sales Compensation For all compensation-related questions, please email SalesCompensation@oneamerica.com. For immediate assistance, from 8 a.m.–5 p.m. ET,
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Care Solutions News, January 2019

Asset-Care®: Continued strength in 2019 As we begin a new year, we’re proud to continue maintaining a healthy, robust product suite that meets the needs of all our customers. To sustain our focus on providing comprehensive, lifetime financial solutions for our clients, our patented joint Asset-Care® coverage is now available with 2% or 3% acceleration, and our single life Asset-Care policies also offer a 4% acceleration option.   Quick Reads Updated: 2019 Advanced Sales materials Each year, pursuant to tax law, the contribution and deduction limits for various accounts index for inflation. Our Advanced Sales team prepares Tax Tables at
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Kick off a new year with Care Solutions webinars!

Build your LTC knowledge with us Learn and Earn: Care Solutions Webinars Ready to dig into the OneAmerica® Care Solutions product suite? Our webinars will take you from high-level concepts to in-depth topics all related to our asset-based long-term care (LTC) solutions. All webinars are free to attend!   Care Solutions Suite and Concept Training Get back to basics! Learn all about asset-based LTC solutions: how they work, how to set up sales, different funding options, product features, benefits and more. Webinars are every other Friday, 11 a.m.-12 p.m. ET.  Register Now »   Care Solutions Live Deep Dives Go
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Asset-Care product changes effective Jan. 1, 2019

To help maintain OneAmerica’s commitment to providing comprehensive, lifetime financial solutions for our clients, we are changing the availability of our joint life Asset-Care® acceleration options.   What’s changing Beginning Jan. 1, 2019, the option of joint life with 4% acceleration will no longer be available on any Asset-Care product. This change allows us to maintain a healthy, robust product portfolio and continue providing products for consumers that are more life and LTC balanced. Transition rules Please review the following deadlines to ensure applications are received and funded accordingly: All applications — both paper and electronic — must be received
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

Looking forward to 2019: A message from Tracey Edgar

We have a lot to look forward to in 2019 TRACEY EDGAR, ONEAMERICA® CARE SOLUTIONS DISTRIBUTION LEADER As I expressed in October, we at OneAmerica value your business and owe our success this year to each of you as our customer. I would now like to highlight improvements we’re making to show our commitment to excellence for you.   Making progress We’ve been making strides in the right direction. Our new case managers are training to increase one-on-one communications about underwriting decisions and next steps. We’ve increased our new business processing capacity by adding new underwriters, and we’ve successfully moved
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.