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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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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Year-end Reminders OneAmerica holiday hours Review our 2018 holiday schedule to see when we’re closed. The schedule also includes holiday hours for LTCG, our Care Solutions interview vendor.   Year-end processing deadlines Review important deadlines to help help ensure a successful year end and make your cases count for 2018 production.   2018 required minimum distribution (RMD) deadlines Review our guidelines to ensure timely year-end processing of RMDs from OneAmerica policies. Operations updates REMINDER: Use ticket application and improved policy issue process to finish 2018 strong Throughout 2018, we’ve continued to streamline our new business submission process for Care Solutions
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Reminder: Use ticket application and improved policy issue process to end 2018 strong   Throughout 2018, we’ve continued to streamline our new business submission process for Care Solutions products. As we rolled out in August, utilizing the new ticket application combined with the new policy issue process is the fastest way to get paid and end the year strong.   Beginning Dec. 3: COD will be on request only When using our ticket application and following the streamlined process, agents now submit premium prior to policy issue/delivery. Once the premium is received, new business issues and pays the policy, which
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The Great Retirement Income Gap campaign is back! The refreshed Great Retirement Income Gap (GRIG) campaign is running now through November. Use the GRIG message to promote National Long-Term Care Awareness Month and National Alzheimer’s Disease Awareness Month. Be sure to consult our recommended marketing calendar to plan your campaign.   OneAmerica® in the news A recent article in the Indianapolis Business Journal explains how OneAmerica sailed through the financial crisis of 2008. Scott Davison reflects on the lessons we learned. Download the reprint »   Care Solutions rate calculator Our Care Solutions rate calculator quotes Annuity Care® II and
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Growing Together TRACEY EDGAR, ONEAMERICA® CARE SOLUTIONS DISTRIBUTION LEADER As we near the end of 2018, we at OneAmerica have a lot to be grateful for. Your business and continued collaboration have made this a banner year, and we’re proud to call each of you our customer. Together, we’ve given a record number of Americans access to long-term care protection – and the knowledge that, no matter what the future holds, we’ll be there when they need us most.   Sustaining this shared success means we must stay committed to excellence and improvement, both for you and for our policyholders.
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