Oct 1, 2024

Thrivent - LTC Awareness Month Toolkit

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. 

Sep 28, 2018 • LTCI Partners

OneAmerica News, September 2018

 
September 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 four national webinars to educate agents about GRIG. Share the registration link with your producers today!
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!
 
Operations updates
Changes to consumer suitability form
Beginning Oct. 2, the Consumer Suitability Questionnaire is no longer needed for Asset-Care® I and Asset-Care® IV, provided the new Patriot Act ID form 7-17078 02/09/18 is submitted. The consumer suitability form is still required for Asset-Care® II and III, and all Annuity Care® products.
 
 
 
Look what's new for OneSourceOnline!
You can now find active policy records for Care Solutions products in the new OSO. Learn more »
 
 
 
Pre-underwriting inquiry processing update
Beginning Sept. 17, we extended the pre-underwriting inquiry response time to no more than 24 hours to better meet the service standards on our current pending applications.
 
 
 
Access September interest rates
New business interest rates for the OneAmerica® Care Solutions product suite remain unchanged, effective Saturday, Sept. 15. View all rates »
 
 
 
Sales ideas

 

Try these sales ideas with your producers to help grow their asset-based long-term care business:
Convert a Money Market Account »
RMD Strategy »

 
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
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. 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.


 

 
 

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.