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 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. With our new process, premium is submitted prior to policy issue/delivery. Beginning Dec. 3, collecting premium on policy delivery (COD) will be done by request only. Get the details »
Pennsylvania suitability training required
Beginning Dec. 26, an insurance producer may not solicit the sale of an individual annuity product in Pennsylvania until he/she has completed insurer-provided product-specific training. In addition, an insurance producer must also complete the one-time four-hour state-approved annuity training course within the time period specified by the Pennsylvania Insurance Department. Review the training deadlines and requirements »
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