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Apr 28, 2017 • LTCI Partners

OneAmerica News- April 2017

 
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2016 Annual report Available now!  

The 2016 annual report highlights how OneAmerica® has become a stronger company while helping people and businesses build and protect their financial futures. You can read it today by downloading the PDF version or accessing it on OneAmerica.com.

 

ONEAMERICA IN THE NEWS
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featured Long-Term Care Story

Mark Wutt, Vice President of Individual Marketing and Sales Support, recently shared his personal story about his mother's long-term care needs with the Methodist Hospital Foundation.

Download the article »

 
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new asset-care® I funding Brochure

The OneAmerica® Care Solutions Single Premium Whole Life brochure features all the specifics of the single premium funding option. It shows how the product works, a hypothetical example that mirrors the output from the new Asset-Care® calculator  and all other pertinent product details!

View the standard version of the new brochure »

 

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new step by step LTC resource guide

Step by Step is a comprehensive guide to receiving long-term care. This book is a valuable tool that explains how to handle LTC situations in practical terms, such as drafting advanced directives and addressing concerns with a caregiver. To learn more about this tool and how it can be a valuable resource for clients, contact your Regional Sales Director.

View the new guide »

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asset-care® rate calculator

The new Asset-Care® Rate calculator helps you quickly and efficiently quote key figures for Asset-Care. You can print the quotes in a simple format for clients to digest, and a visual shows how the product works. The tool is easy to use, and you can check out the calculator walk-through for guidance.

Use the calculator »

underwriting NEWS
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new adverse underwriting decision process

Effective April 27, 2017, Underwriting is changing the procedure for notifying applicants in cases where offer is other than as applied. 

To notify applicants, Underwriting will send a letter within seven days of the decision directly to the applicant. The letter will indicate what the Underwriting decision is, specific details related to the decision and the source of that information. 

Producers and BGAs will be notified in two ways within 24 hours of the final decision. The decision will be posted on OneSource Online and will include general information regarding the decision and the source that was the basis for the decision. An email will also be sent with these details.


Suitability NEWS




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CONSUMER suitability and due diligence questionnaire

An updated Consumer Suitability and Due Diligence Questionnaire will be available and effective May 1, 2017. The form was updated due to a California law requiring an additional suitability review question. Only California annuitants are required to answer the question.

DOL Logofiduciary rule delay

The Department of Labor (DOL) has delayed the applicability date of the Conflict of Interest Rule, also known as the fiduciary rule, for 60 days, to June 9, 2017. In light of this delay and until further notice, we have suspended several changes that were set to take effect April 10. Click here to review our DOL update.

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maui awaits The 2018 ILC!

Qualifiers will immerse themselves in a true Hawaiian experience at the 2018 Independent Leaders' Conference in Maui, May 15-19, 2018. The Ritz-Carlton, Kapalua, will host our top producers and marketing organizations, who will enjoy an unforgettable retreat at this beautiful five-diamond beachfront resort. Review the qualifications and venue details below!

Producer qualifications »

Marketing organization qualifications »

Venue brochure »

CSUshieldVirtual cSU: Your One-Stop Shop

Whether you want to ramp up your Care Solutions knowledge with our Virtual CSU webinar series, download our resources or access presentations, the CSU website is your go-to. 

Visit our CSU website

 

 
 
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For use with financial professionals only. Not for public distribution. 
OneAmerica® is the marketing name for the companies of OneAmerica.  
Products issued and underwritten by The State Life Insurance Company® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Asset Care form number series: L301 and R501 and SA31. Not available in all states or may vary by state.
The companies of OneAmerica®: American United Life Insurance Company®, The State Life Insurance Company®, OneAmerica Retirement Services LLC, McCready and Keene, Inc., OneAmerica Securities, Inc., and Pioneer Mutual Life Insurance Company®, a stock subsidiary of American United Mutual Insurance Holding Company.

© OneAmerica Financial Partners, Inc. All rights reserved.
Note: Upon clicking these links, you are leaving this email. The website you are going to is not controlled by the companies of OneAmerica and the content thereon has not been reviewed or approved by the companies of OneAmerica. The companies of OneAmerica are not responsible for any information contained on these pages.
   
 

Written by LTCI Partners