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Jul 26, 2018 • LTCI Partners

OneAmerica News July 2018

 
July 2018

Care Solutions News
 
Time to assess your existing annuity business!
Encourage your producers to review their annuity business today to see if they could make a good thing better by moving from tax-deferred to tax-free for LTC. Help educate them on how to reposition a portion or all of a client’s existing annuity into a new one that provides tax-free LTC benefits with these Annuity Care® funding sales ideas:  Visit the campaign landing page to access more tools to effectively promote Annuity Care! 
OneAmerica® in the news
The July issue of Broker World magazine features an article by Dennis Martin. Read Recurring Premium Products Fuel Continued Growth of Asset-Based Long-Term Care Products or download the reprint »

LTCi veteran agent Margie Barrie shares key takeaways from a recent OneAmerica Care Solutions workshop in How to Talk About Long-Term Care Planning Now » 

A Hannover Re US executive believes in our industry experience and the strength of our Asset-Care® product suite. Read Hannover Re Backs OneAmerica Life-Based LTC Product »
 
Operations updates
End of fiduciary rule eliminates PTE 84-24
The final mandate to vacate the fiduciary rule was issued in June. As a result and effective immediately, the Prohibited Transaction Exemption Form 84-24 (PTE 84-24) is no longer required. Financial advisors no longer need to acknowledge they are eligible to receive a commission for new OneAmerica sales in IRAs and additional purchase payments to existing IRA contracts.
Changes to Annuity Care and Annuity Care II in Montana
Beginning Aug. 15, 2018, OneAmerica is changing the availability of Annuity Care and Annuity Care II in Montana.
 
Annuity Care 
On Aug. 15, Annuity Care will be discontinued in Montana. Please review the transition dates below:
  • All applications — both paper and electronic/eApp — must be received by Aug. 14. 
  • Policies must be issued and paid by Aug. 31. 
  • For 1035 exchanges, all documentation for 1035 money must be received by Aug. 14. 
  • 1035 funds received after Aug. 31 will still be processed and policies issued.
Annuity Care II
Beginning Aug. 15, OneAmerica will accept paper applications for Annuity Care II ONLY. We will no longer accept electronic applications (eApps) for Annuity Care II in Montana. This will remain in effect until further notice.
Sales resources
Annuity Care II available on 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. Share the link with your producers today!
 
New OneAmerica fact sheets

Visit our media resources page to access updated OneAmerica fact sheets. You'll also find our annual reports, research and survey results, videos and more.
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based LTC business:

Annuity business review worksheet »

Single Indexed Annuity Care vs typical individual LTC annuity »
 
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 sale
  • Joint protection
  • Lifetime benefits
  • Funding with an IRA, 401(k) or 403(b)
  • Guaranteed premiums
  • Moving from tax-deferred to tax-free for LTC

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. Indexed Annuity Care form numbers:  SA36, R529 and R530. Legacy Care form numbers: SA32, R502 and R503. 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.


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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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