Enhancing your experience in 2020 Asset Care submission process: Two simple choices Our focus on enhancing your experience in 2020 continues with a fine-tuning of our Asset Care new business submission process. The new process is straightforward: After completing Part I of the application, agents will simply choose whether to ask the Part II medical questions or have our interview vendor complete these questions. Read on to get details about the path each choice will take you on and when this change will go into effect.   Your expanded OneAmerica Relationship Team Relationships are at the core of what we
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Quick reads SECURE Act: Changes and opportunities abound You’ve heard the news: The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Dec. 20, 2019. But do you know how it will impact Americans planning for retirement? The act tackles the gap between what Americans have for retirement and what they will actually need, and it includes these key changes: Support for new parents through penalty-free withdrawals from retirement accounts, including IRAs, for qualified births and adoptions Elimination of the IRA contribution age limit and extension of the required minimum distribution start date to age
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Care Solutions Sales Desk hours of operation this week To accommodate annual training, the OneAmerica® Care Solutions Sales desk will operate at reduced hours this week as follows: Care Solutions Sales Desk Hours Monday, Jan. 20: 8:30 a.m. – 7 p.m. ET (normal hours) Tuesday, Jan. 21: 10 a.m. – 5 p.m. ET Wednesday, Jan. 22: 10 a.m. – 3:30 p.m. ET Thursday, Jan. 23: 10 a.m. – 5 p.m. ET Friday, Jan. 24: 8:30 a.m. – 7 p.m. ET (normal hours) As noted above, the sales teams will maintain normal hours on Monday and Friday. You may experience longer
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Help clients prepare for the future Have you seen our latest multimedia campaign yet? Prepare for What’s Next uses contemporary infographics and persona-based marketing to capitalize on social media pages. The captioned pictures and videos will help you drive traffic, leads and sales. All assets are ready to be downloaded and shared at AssetBasedLTC.com.   Operations updates Asset Care® underwriting guidelines for age and amount change at the start of the new year Effective Jan. 1, 2020, the age and amount requirements for traditional underwriting of Asset Care® cases will be changing. The revised guidelines require all applicants age 60
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Bringing Value to More States We’re pleased to announce that our updated Asset Care® product will be available starting Sept. 23, in Arizona, Connecticut, Delaware, Hawaii, New Jersey, North Dakota and South Dakota as we continue to launch the product across the country. Review the full transition rules for newly launching states, noting these key dates: Paper applications for the current product and rates (premium expense charges) must be received in the Home Office by EOB Sept. 20, 2019. eApps must be locked and sent for signature by EOB Sept. 20, 2019 and must be received in the Home Office
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