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Join us for the first in a series of educational sessions from a leader in the indemnity-based LTCi market. Upcoming sessions include: Cash indemnity LTC Planning (4/22), CareMatters II: A […]
3/23: Making the LTC conversation an integral part of retirement planning with Lincoln Financial Group 1:00 PM Central During this presentation, we’ll review: Research about what advisors and clients are […]
3/30: OneAmerica Care Solutions University 12:30 PM – 4:30 pm Central This half-day online event is the perfect opportunity to invest in your personal growth and take your Asset-Based long-term […]
Tuesday 4/20: Deep Dive on Annuity Care Plan Designs Case studies built on real world examples. See how this solution can help more clients with a solution that goes from […]
Upcoming webinar SecureCare 301: sales ideas DATE: Tuesday, November 24, 2020 • TIME: 1:00 PM CT, 2:00 ET SPEAKER: Mike Sweazey, Regional Vice President – SecureCare Click here to register: […]
You know people with IRAs, 401(k)s, or 403(b)s – right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required Minimum Distributions […]
Two key improvements to our Care Solutions Underwriting process OneAmerica® is constantly looking for opportunities to improve our new business and underwriting processes for you and your clients. Effective March […]
If a client goes on claim, there is a good chance they may be calling you for help. Here is material that will help you and your client through the […]
Benefit Builder Portfolio Rate of Return The next Portfolio Rate of Return for Custom Care III featuring Benefit Builder policies is now available. We have created the attached fliers that […]
New “Quick Quote” service to handle prequalification underwriting inquiries We understand that from time to time you need to obtain an initial underwriting assessment of your clients. To meet this […]
