Don’t Let Their Gap Become Your Gap

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 all Asset-Care® products. It’s easy, quick, accurate and consumer-friendly.

Operations updates

Year-end processing deadlines
Review important deadlines to help help ensure a successful year end and make your cases count for 2018 production.
Note: The OneAmerica Home Office will be closed after 2 p.m. ET on Monday, Dec. 24, and all day Tuesday, Dec. 25, in observance of the Christmas holiday.

2018 required minimum distribution (RMD) deadlines
If producers have clients who wish to take an RMD from a OneAmerica company policy, they must either set up an automatic RMD or request a one-time RMD by Dec. 20. This deadline ensures we can process all RMDs by year end. To request an automatic RMD withdrawal, producers must use form 8-18249 (Required Minimum Distribution Election). To request a one-time RMD, they must use form 8-17730 (Partial Withdrawal) and indicate “RMD request” on the form. To expedite handling, email the forms to Note: An automatic RMD is not available on Annuity Care® II, III or Indexed Annuity Care®. Producers should call the Policy Service Contact Center at 1-877-999-9883 with questions about RMDs.