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The good, the bad and the truth about paying for LTC Podcast Episode

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May 24, 2018 • LTCI Partners

OneAmerica News, May 2018

 
May 2018

Care Solutions News
 
 
Annuity Care® II added to Care Solutions rate calculator!
Now, you can use the Care Solutions rate calculator to quote Annuity Care II and all Asset-Care® products. It's easy, quick, accurate and consumer-friendly. Share the link with your producers today!
Product marketing campaign updates
You should have received the Annuity Care campaign overview/how-to email on May 21. Now is the time for your producers to assess their existing annuity business to see if they can move some of their clients’ assets from tax-deferred to tax-free for LTC! Be sure to use our suggested marketing calendar , which helps you run your campaign, and contact your Care Solutions representative if you have questions or need training or other support. 

Watch for an email on May 29 to evaluate the Asset-Care campaign. Your feedback helps us gauge effectiveness so we can improve future campaigns.  
Reminder: Memorial Day closure
OneAmerica® will be closed on Monday, May 28, for Memorial Day. We will resume regular business hours on Tuesday, May 29.
 
Vendor update: LifePlans name change
LifePlans has been acquired and is now called LTCG. LTCG manages more than a million long-term care policies and serves more than 50 carriers. The acquisition of LifePlans demonstrates LTCG's commitment to the LTC industry.
 
Sales resources

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.
 
One-stop shop for Care Solutions marketing materials
Looking for sales ideas? The Care Solutions marketing materials landing page now includes CONSUMER pieces and PRODUCER sales ideas! Click on the "For Consumers" and "For Producers" tabs to find what you need. Bookmark the landing page and check back often for brand-new and refreshed items.
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based LTC business:
Efficient funding of LTC with Annuity Care II
Annuity Care II versus typical 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. 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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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.

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