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Apr 26, 2018 • LTCI Partners

OneAmerica News, April 2018

 
April 2018

Care Solutions News
 

This email may

be the best thing

you read today.

 

We're not kidding.
Promote the Asset-Care® campaign today!
The Asset-Care campaign is running full steam ahead. Producers can use our tools to educate their clients and prospects about great Asset-Care features, such as joint protection and lifetime benefits. Encourage producers to host an event using our consumer invitation, presentation and workbook. Our IMO calendar has all the details to run a successful Asset-Care producer campaign.
 
Coming soon: The 2018 Annuity Care® campaign launches next month, and here's a sneak peek at the IMO calendar! Watch for your campaign how-to email on May 21.
Update to consumer suitability questionnaire
We keep making it easier to do business with us! Producers no longer have to submit a consumer suitability form (I-22733) with Asset-Care I and IV applications, because we're collecting the information for our review in other areas.
  
OneAmerica® in the news
Chris Coudret was interviewed by Life Annuity Specialist magazine about asset-based annuity sales. His insights appear in "Global Atlantic, OneAmerica Ride Gains in Hybrid Annuity/LTCI Sales." Read the article.

OneAmerica was selected by iPipeline for the Connections 2018 Industry Leadership Award. It honors our digital solutions, which have streamlined customer experiences.

OneAmerica was honored with a 2018 Pinnacle Award from the Hoosier Chapter of the Public Relations Society of America. We scored high marks for our marketing communications program entry, "OneAmerica Care Solutions: Telling the Best-Kept Secret in Insurance."
 
 
Sales resources

NEW! 2017 OneAmerica annual report

Our enduring values resonate throughout our 2017 annual report, which illustrates 140 years of building relationships with customers, financial professionals and communities. Find the report on our website, download the PDF and watch the Care Solutions video.
NEW! Annuity Care® II funding option brochure
Check out the revamped Annuity Care II funding option brochure. Producers can access this piece on the Care Solutions marketing materials landing page on assetbasedltc.com.
 
1035 exchange resources
The OneAmerica advanced sales team has revised the Section 1035 exchange and direct transfer producer guide. The American Association for Long-Term Care Insurance offers a consumer guide to LTC planning using 1035 exchanges.
 
Care Solutions rate calculator
Quote all Asset-Care products (I, II, III and IV) using the Care Solutions rate calculator. It's easy, quick, accurate and consumer-friendly. Share the link with your producers today. Coming soon: Watch for the Annuity Care II rate calculator!
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based LTC business:
Annuity Care: New Life for Old Assets!
Is Your Client's Annuity Where It Needs to Be?
Learn and earn: Webinar opportunities

Care Solutions suite and product training

Our biweekly webinar series covers our asset-based LTC product suite and offers sales ideas. Topics include:

  • Setting up the LTC sale
  • Covering two individuals under one policy
  • Lifetime benefits and the advantages
  • Using an IRA, 401(k) or 403(b) to pay for LTC
  • Guaranteed premiums for LTC
  • Converting non-qualified annuities to tax-free LTC benefits

Care Solutions Live Deep Dives

Go in depth on topics related to our asset-based LTC protection. Live Deep Dives are every other Friday at 11 a.m. ET. Click to register.
Events
2019 Independent Leaders' Conference
Costa Rica is the destination for the 2019 Independent Leaders' Conference May 5-9. Guests will be treated to ultimate luxury at the JW Marriott Guanacaste Resort & Spa, a tropical oceanfront paradise. The qualification period is Jan. 1-Dec. 31, 2018.
Care Solutions producer qualifications
Marketing organization qualifications
Venue brochure
2019 Chairman's Trip
Florence, Italy, is the destination for the 2019 Chairman's Trip March 13-17. Guests will enjoy stunning early Renaissance architecture at The St. Regis, a historic palace designed by Brunelleschi. The luxurious hotel is situated in the center of Florence along the Arno River. The qualification period is Jan. 1-Dec. 31, 2018.
Care Solutions producer qualifications
Venue brochure

For use with financial professionals only. Not for public distribution.

OneAmerica® is the marketing name for the companies of OneAmerica. Products are 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 numbers: L301 and R501 and SA31. Annuity Care form numbers: SA35, SA34 and R508. 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.

© 2018 OneAmerica Financial Partners, Inc. All rights reserved.
   


Written by LTCI Partners

One of the greatest risks to a confident retirement is healthcare. At LTCI Partners, we provide insurance solutions to help advisors and their clients manage this risk.

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Phone: 800-245-8108

Email: sales@ltcipartners.com

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San Antonio TX 78232

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This site is designed for use of licensed financial professionals and not consumers. While we make every effort to maintain the accuracy of information provided on this site, LTCI Partners, LLC does not guarantee the accuracy of information provided on this site. All information should be verified by the licensed agent. LTCI Partners, LLC is a subsidiary of National Financial Partners Corp.

Your privacy is important to us. We have developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices.