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 do, and that’s why we announced the expansion of your OneAmerica Relationship Team. Read more about how your team is here to offer you comprehensive service and support.
Operations updates
Electronic document submissions
Electronically signed documents have become increasingly common in our industry. And, while an electronic signature on any OneAmerica platform is perfectly acceptable, there is risk in accepting electronic signatures from external sources. As a result, we’ve worked with our Legal, Risk and Fraud partners to determine that we’re able to accept externally signed requests using the DOCUSIGN platform, as long as the accompanying certificate of completion is also provided. At this time, no other externally signed, third-party signature tools used are approved. Thank you for your partnership in continuing to protect our policyholders!
Sales and product
SECURE Act and the opportunities it creates: New sales idea!
Last month we shared a deep dive into the new Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law on Dec. 20, 2019. Be sure to revisit this helpful rundown from OneAmerica Advanced Markets Director Kelly Hall about what this legislation means for you and your clients — and leverage our new sales idea to share the opportunities it presents!
OneAmerica resources
Updated: 2020 Advanced Sales materials
Each year, because of tax law changes, the contribution and deduction limits for various accounts index for inflation. Our Advanced Sales team prepares Tax Tables at a Glance, which summarizes the new numbers for the year, and updates the Asset-based LTC Tax Guide for individuals and businesses, which reflects the changes for LTC.
Care Solutions state licensing guide
Access our OneAmerica Care Solutions state licensing guide quickly and easily! Get the current version here.
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