Time to Get Personal

Last week, I talked about reviewing your book of business and combing for opportunities within your client base.  This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true.  Today, however, I am making it personal.  I want YOU to review YOUR plan... Continue Reading →

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Review the Book

Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year.  I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business.  The best prospect is always an existing client.  You already... Continue Reading →

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Post Thanksgiving

We only have a couple weeks before the next major holidays.  Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review.  Learn about their purpose and how (or if) that plays... Continue Reading →

Time for the Annual Talk

I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”.  It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.... Continue Reading →

LTC Awareness Month – The Gateway

We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner.  Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together.  Children who do not see their parents on a regular basis are often... Continue Reading →

Make Underwriting Smoother

For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex.  If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker.  The ideal way to do this is submitting the application via eApp. Here is a... Continue Reading →

More on Flex Underwriting

On October 6, Flex Underwriting for Asset Care was launched in more than 35 states.  All business submitted electronically,  whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact... Continue Reading →

Flex Underwriting Paths

We have been talking about underwriting for the past few weeks, specifically the introduction of Flex Underwriting that was rolled out in 35 states on October 6.  If you want a 3 minute overview of the program, we have one on the Flex Underwriting Resource page.  You will also find there the revised process guide... Continue Reading →

Flex Overview

Earlier this week, Flex Underwriting was introduced in 35 states.  In a nutshell, Flex Underwriting provides you with an opportunity to accelerate the speed of underwriting for the Asset Care product. Submitting business via eApp is the ideal way to utilize the power of Flex Underwriting.  Not only will the eApp be ensure that it... Continue Reading →

Flex Underwriting is here!

Coming your way on October 6 in more than 35 states is Flex Underwriting for the Asset Care® product.   Flex Underwriting will be delivering added speed, enhanced intelligence and a more streamlined experience to even more of your cases.  The launch of Flex Underwriting marks another important step forward in our commitment to leveraging technology while delivering... Continue Reading →

It’s time to start

According to estimates from the U.S. Department of Health & Human Services, over half of Americans turning 65 today will develop disabilities significant enough to require long-term support and services.  This differs from the oft quoted and heavily criticized statistic of 70% of people age 65 will need some form of long-term support and service... Continue Reading →

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