Oct 1, 2024

OneAmerica Financial - 2024 Caregiver Study Results

Never miss any update

Subscribe to the Planning Tips and Carrier News for Advisors newsletter today to receive updates on the latest news from our carriers.

Your privacy is important to us. We have developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. 

Oct 26, 2018 • LTCI Partners

OneAmerica News, October 2018

 
October 2018

Care Solutions News
 
The Great Retirement Income Gap campaign is back!
The refreshed Great Retirement Income Gap (GRIG) campaign is running now through November. Use the GRIG message to promote National Long-Term Care Awareness Month and National Alzheimer’s Disease Awareness Month. Be sure to consult our recommended marketing calendar to plan your campaign. 

We’re hosting two national webinars in November to educate agents about GRIG. Share the registration link with your producers today!
Growing together: A message from Tracey Edgar
OneAmerica® Care Solutions Distribution Leader Tracey Edgar recently shared an update on how OneAmerica is committed to your success and undertaking key efforts to drive toward excellence. Review the message »
 
NEW! Alzheimer's awareness social media campaign
Promote National Alzheimer's Disease Awareness Month throughout November with our new social media campaign. Learn more »
 
OneAmerica® in the news
A recent article in the Indianapolis Business Journal explains how OneAmerica sailed through the financial crisis of 2008. Scott Davison reflects on the lessons we learned. Download the reprint »
 
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!
 

2018 ASPIRE Awards: Last call for nominations!

Do you work with an exceptional OneAmerica associate? There's still time to nominate him or her for the prestigious 2018 Excellence in Partnership ASPIRE Award. The nomination deadline is Friday,  Nov. 2.
Operations updates
Year-end processing deadlines
Review important deadlines to help ensure a successful year end and make your cases count for 2018 production. Note: The OneAmerica Home Office will be closed after 2 p.m. ET on Monday, Dec. 24, and all day Tuesday, Dec. 25, in observance of the Christmas holiday.
 
 
 
2018 required minimum distribution (RMD) deadlines
If producers have clients who wish to take an RMD from a OneAmerica company policy, they must either set up an automatic RMD or request a one-time RMD by Dec. 20. This deadline ensures we can process all RMDs by year end. To request an automatic RMD withdrawal, producers must use form 8-18249 (Required Minimum Distribution Election). To request a one-time RMD, they must use form 8-17730 (Partial Withdrawal) and indicate “RMD request” on the form. To expedite handling, email the forms to policyservice@oneamerica.com. Note: An automatic RMD is not available on Annuity Care® II, III or Indexed Annuity Care®. Producers should call the Policy Service Contact Center at 1-877-999-9883 with questions about RMDs.
 
 
 
Reminder: Guaranteed interest rate increase
As of Oct. 15, 2018, the guaranteed interest rate increased from 1.40 percent to 1.55 percent for new issues of the following products:
  • Indexed Annuity Care® in all states where this product is sold.
  • Annuity Care® II in Massachusetts, New Hampshire, Pennsylvania, Vermont and Wisconsin only. The new rate applies to the base and LTC accumulated values.
October interest rates
Effective Monday, Oct. 15, some OneAmerica Care Solutions interest rates changed. Annuity Care®, Annuity Care II and Indexed Annuity Care® new money rates increased. All other rates remained the same. View rates »
 
 
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based long-term care business:
Existing annuity with minimum 3 percent interest rate »
Using earned income »

 
Learn and earn: Webinar opportunities

Care Solutions Live Deep Dives

Go in depth on topics related to our asset-based long-term care protection. Live Deep Dives are every other Friday at 11 a.m. ET. Register here »
Care Solutions suite and product training
Our biweekly webinar series covers our asset-based long-term care 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 
 
 
Events: Qualify by Dec. 31!
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.
Producer qualifications »
IMO-BGA 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.
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. 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.

Contact us

Phone: 800-245-8108

Email: sales@ltcipartners.com

Mailing Address

LTCI Partners, LLC
14546 Brook Hollow Blvd #281
San Antonio TX 78232

Office Address

500 W. Madison Street, 32nd Floor Chicago, Illinois

Useful Links

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.