Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
Annuity Care… Annuity Care II Case Rescue 24 Jul 2020June 24, 2020 One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song "You can't always get what…
Care Solutions… Your Legacy Care Opportunity 17 Jul 2020July 9, 2020 In this week's LTC Coffee Break webcast, discussed Legacy Care. Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. …
Asset Care… Return of Premium – Asset Care 10 Jul 2020June 24, 2020 As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency. This has led…
Asset Care… Using Qualified Money for LTC 3 Jul 2020June 24, 2020 You probably know some 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 (RMDs):…
Campaigns… Client Seminar – Tuesdays at 7 26 Jun 2020June 25, 2020 Last week, I shared a demo of our consumer seminar - The Great Retirement Income Gap with you. "The Great Retirement Income Gap" consumer webcast will be offered every Tuesday…
Care Solutions… Consumer Seminar Preview on 6/23 19 Jun 2020June 16, 2020 If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you "The Great Retirement Income Gap" consumer-approved…
Annuity Care… Care Solutions University Invitation 12 Jun 2020May 29, 2020 Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…
Campaigns… Tips for Seminar Success 5 Jun 2020June 4, 2020 While consumer seminars may not be “your thing”, many of the underlying principles for a seminar apply to the normal operation of our businesses. Please take a moment to read…
Campaigns… The Consumer Seminar/Webinar 29 May 2020 Love them or hate them – consumer seminars are a tool that can be used to share information, generate leads, and expand your brand. At OneAmerica, we offer a full…
Campaigns… Integrate Social Media 22 May 2020May 19, 2020 Imagine sharing an idea, or image, or story with your social media followers (posting to Facebook, LinkedIn, Twitter, etc.) regularly and without having to develop the content. According to Blue…
Annuity Care… Heading Back to Business 15 May 2020May 9, 2020 Over the next few weeks as we begin to move on from this “shelter in place” segment of our lives to return our business to a “normal” footing, I will…
