Read Full GoldenCare Newsletter, April 5, 2021 Edition In this GoldenCare Newsletter Edition From GoldenCare: TOMORROW! LEADS AND REFERRALS WITH CAREOPTIONS Tues, April 7, 2021 2:00 PM to 2:30 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. Check back for our next exciting promotion! Guest Article: “America now knows that nursing homes are broken. Does anyone care enough to fix them?,” by Suzy Khimm, NBC News Enjoy! Compliance: REMINDER: Holiday Telephone Solicitation Ban for the Month of
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Annuity Care and Annuity Care II updates take effect April 24
Annuity Care and Annuity Care II updates launching April 24 Last year, we made pricing updates to the Continuation of Benefit (COB) options on our Annuity Care and Annuity Care II products in certain approved states. On April 24, these same updates will go into effect in additional states, and we want to make sure you’re prepared. These changes reflect our commitment to good stewardship, the viability of our products and being there when our customers need us most. Prepare for the changes What’s changing: Annuity Care In November of 2020, we adjusted the pricing of the Annuity Care
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Industry News, Linked Benefit/Hybrids, and OneAmerica.
annuity, Annuity Care, hybrid, insurance, linked benefit, LTC, oneamerica, State Life, and training.
annuity, Annuity Care, hybrid, insurance, linked benefit, LTC, oneamerica, State Life, and training.
OneAmerica Care Solutions News
Care Solutions Sales & Support Teams Find your key sales contacts using our current territory map. Tools and resources LTC Tax Guide The 2021 Long-Term Care Tax Guide is now available, including updated information on the 2021 age-related table eligible premium amounts; a thorough discussion of the benefits of Asset Care when provided as an executive bonus; the benefits of IRC section 1035 exchanges into Care Solutions portfolio products; and much more! Operations updates Grace period in place to assist policyholders receiving late billing statements We have become aware that due to pandemic and weather mailing delays, some
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GoldenCare Newsletter | March 8, 2021
Read Full GoldenCare Newsletter, March 8, 2021 Edition In this GoldenCare Newsletter Edition From GoldenCare: THURSDAY! LTCi Comparison: Transamerica vs Mutual of Omaha Thurs, Mar 11, 2021 10:00 AM to 10:30 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. Check back for our next exciting promotion! Guest Article: “A COVID Storm Hits Senior Living,” by Patricia Mertz Esswein, Kiplinger Enjoy! Compliance: GoldenCare Agent Compliance Guide GoldenCare Agent Marketing Guide Industry Updates: From Mutual of Omaha:
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OneAmerica Care Solutions News
Care Solutions Sales & Support Teams Find your key sales contacts using our current territory map. News to know Reminder: Care Solutions wholesaling updates As we announced last month, we’ve restructured our Care Solutions wholesaling model to provide geographically aligned support instead of account-aligned support. This change, effective Jan. 1, 2021, means that our regional sales directors are available to meet producers where they are and support agencies locally. RSDs are aligned by state, based on the address of your office and the residential addresses of your producers. Review our updated map and contact list for details about your
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Attention Arkansas and Michigan: Best interest is here!
Arkansas and Michigan have updated the requirements around best interest and suitability in annuity transactions. New training courses will be required to be able to submit applications for any annuity products, including Asset Care Annuity Funding Whole Life. The changes for Arkansas and Michigan went into effect Dec. 29, 2020. Producers selling any annuity products, including Asset Care Annuity Funding Whole Life in Arkansas and Michigan, must take these new training courses to sell these products. Information will be forthcoming on the new training requirements and the new forms to use in these states. Original forms can be submitted until
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GoldenCare Newsletter | February 22, 2021
Read Full GoldenCare Newsletter, February 22, 2021 Edition In this GoldenCare Newsletter Edition From GoldenCare: TOMORROW! Mutual of Omaha LTCi e-App Demonstration Thurs, Feb. 23, 2021 10:00 AM to 10:30 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. Check back for our next exciting promotion! Guest Article: “US life expectancy dropped a full year in first half of 2020, according to CDC,” by Deidre McPhillips, CNN Enjoy! Compliance: REMINDER: Use Correct Version of MutualCare Solutions Application! GoldenCare
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Achieving Together in 2021
Achieving Together in 2021 DENNIS MARTIN, PRESIDENT, ILFS 2021 is certainly off to a quick start! Already more than a month into the new year, I’m still enjoying the opportunity to look forward to the possibilities ahead in 2021. Before I share some of what I envision for both our industry and for OneAmerica® this year, I’d like to offer some well-deserved thanks to each of you. Despite the challenges of 2020, you showed fortitude, resilience and dedication. Your perseverance makes a meaningful impact on your clients and on our business, and we’re grateful and proud to work with
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Expedited underwriting: Expanded and simplified
With Asset Care® expedited underwriting, applicants who qualify can bypass medical exams and medical records, and policies move through underwriting and on to issue more quickly. Now, we’re expanding the program so more applicants can participate, and we’re simplifying the calculations that determine who qualifies. The changes below apply to all new applications submitted on or after February 24. What’s changing: Making expedited easier By increasing the amount to underwrite limits for the expedited program, we’re giving more applicants access to easier, quicker underwriting. We’ve also eliminated the 1.5x multiplier previously used to determine the limits for policies with
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Attention Arizona and Iowa producers: Best Interest is coming!
Arizona and Iowa have updated the requirements around Best Interest and suitability in annuity transactions. New training will be required to be able to submit applications for any annuity products, including Asset Care annuity funding whole life. The changes will go into effect Dec. 31, 2020, in Arizona and Jan. 1, 2021, in Iowa. Updated training course required by each state Producers who have previously taken the four-hour state generic annuity suitability course can now have the option of taking either the one-hour catch-up training course on annuity best interest, or they can take the newly created four-hour course
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