Pre-Underwriting Improves Process

One thing that most of us complain about is the "cycle time" for a policy to be issued.  An area that experiences more than their share of criticism is underwriting. Here is a tip that will certainly improve not just the underwriting experience but the consumer experience in terms of the initial client conversation, expectation... Continue Reading →

Application Submission Options

There are two ways to submit applications for OneAmerica's Care Solutions products  -traditional paper process or electronically.  With the "shelter in place" requirements in many of our communities, electronic submission is the safest (and quickest) route to go. The e-Application option is available on the following platforms: OneSource Online OneAmerica Care Solutions Calculator   iGo AnnuityNet... Continue Reading →

OneAmerica Marketing Tools

Two weeks ago, in partnership with my colleague Michael Florio, I launched a weekly webcast called LTC Coffee Break.  Our goal with it is to educate, inform, and inspire you during these challenging time.  Every Tuesday at 10 am (EDT) and 10 am (PDT) we broadcast our 15 minute coffee break. We had a conversation... Continue Reading →

Annuity Care Advantage

Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC benefits, and how adding a continuation of benefit rider can create a larger tax-free LTC funding pool. As you will recall, the primary advantage of... Continue Reading →

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