Noteworthy News

2018 Independent leaders' conference location revealed!

We'll spend five days and four nights from May 15-19, 2018, at one of the finest hotels Maui, Hawaii has to offer, the Ritz-Carlton Kapalua. Watch your email for ongoing details including eligibility rules.   

Check out this video to learn more! »  

Underwriting UPdate 

New phone interview vendor and format for Annuity Care: Along with changing from EMSI to LifePlans for Annuity Care phone interviews, the new format will shorten the interview process to about 15-20 minutes. Applicants under the age of   60 will no longer be required to complete verbal/cognitive exercises, and other interview components will also be revised. 

Simplified Asset-Care medical requirements table: Medical requirements for Asset-Care products are now clearly stated in table cells, rather than a color-coded table key, making it easier to identify requirements.

View the updated Underwriting Guide »

Updated Suitability and Due Diligence Questionnaire

The Consumer Suitability and Due Diligence Questionnaire (I-22733) has been updated and will be effective and available starting Jan. 1, 2017.  The form was updated due to California passing a law (attached) requiring an additional question be asked for suitability review.  The additional question reads, "California annuitants only, do you intend to apply for means-tested government benefits, including but not limited to, Medi-Cal or the veterans' Aid and Attendance benefit? Only California annuitants will be required to answer this question. 

The updated form will be available on iPipeline and OneSource Online after Jan. 1, 2017.

Monthly Sales Ideas

have your clients confused myths with facts when it comes to Long-term care? 

Set the record straight about long-term care protection with our Q1 campaign. 

More people today will need LTC services at home, in assisted living or in a nursing home-and the cost for care is on the rise. Yet too often, they stop short of preparing for real future needs because they're confused by the myths of LTC products and services. Help your clients uncover truths about LTC protection with OneAmerica^® Care Solutions. 

Watch for our campaign roll-out in January, and preview some of our resources below! 

• Watch a short video »    
• Join one or all of our free webinars »
• Access our asset-based LTC white paper to review the research »
• Learn how to run a campaign at OneAmerica.com »
• Debunk the myths of LTC for your clients »

Recaps and Reminders

For use with financial professionals only. Not for public distribution.

OneAmerica^® is the marketing name for the companies of OneAmerica. Products issued and underwritten by The State Life Insurance Company^® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite.