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Jun 29, 2018 • LTCI Partners

OneAmerica News, June 2018

 
June 2018

Care Solutions News
 
Move from tax-deferred to tax-free for LTC with Annuity Care®!
Your producers have two more Annuity Care campaign webinar opportunities – July 10 and 12. Encourage them to turn their knowledge into sales by hosting their own event using our consumer invitation, presentation and workbook.

 
Operations updates
New: Legacy Care on Sales Connection
Now, producers can quote Legacy Care on Sales Connection, as well as all other care products! Find Legacy Care on Sales Connection under the “Fixed Annuity” product type. It's not located under “Asset-Based LTC Annuity,” where you'll find the Annuity Care product suite. Please note: This is for quoting only, not for application by e-App.
Updated: Pre-interview worksheet
We've updated our pre-interview worksheet to help clients prepare for their underwriting interview. It's now available for producer use! Click here to view the new form.
Coming soon: Guaranteed interest rate increase
Beginning July 15, 2018, the guaranteed interest rate will increase from 1.00 percent to 1.40 percent for new issues of the following products:
  • Indexed Annuity Care® in all states where the product is sold.
  • Annuity Care® II in Massachusetts, New Hampshire, Pennsylvania, Vermont and Wisconsin only. The new rate applies to both the base and LTC accumulated values.
Reminder: Fourth of July closure
OneAmerica will be closed Wednesday, July 4, for Independence Day. All departments will be unavailable. Normal operations will resume Thursday, July 5.
 
Sales resources

Chris Coudret in InsuranceNewsNet

The June issue of InsuranceNewsNet magazine features an interview with Chris Coudret as part of the Annuity Thought Leadership Series, a special sponsored section promoting Annuity Awareness Month. In "This Asset-Based Alternative to LTC Insurance May Be the Solution," Chris promotes linked-benefit annuities with LTC protection as an excellent way for producers to tackle client concerns.
Read the article online
Download the reprint

 
Annuity Care II available on Care Solutions rate calculator
Our Care Solutions rate calculator now quotes Annuity Care II, as well as all Asset-Care® products. It's easy, quick, accurate and consumer-friendly. Share the link with your producers today!
 

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.
 
Sales ideas

 

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

Joint Annuity Care vs typical joint LTC annuity

Joint Indexed Annuity Care vs typical joint 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.
This email was sent to: pat.bradley@ltcipartners.com
This email was sent by:
OneAmerica Financial Partners, Inc.
One American Square, PO Box 368 Indianapolis, IN 46206-0368 United States


 


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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