Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions suite of asset-based long term care products and services.
Last year, due to the pandemic, Care Solutions University moved to the virtual realm from an in-person training at our home office in Indianapolis. In 2021, the intention is to continue with the virtual experience and offer an in-person session later in the year. Stay tuned for more information on the next virtual Care Solutions University.
Anyway, one thing that I have not done in a couple of years is provide you with an abridged list of resources that you might find helpful. Let me tell you this – your best resource is my internal sales partner Justin Fox. You can reach Justin via email at justinfox.isp@oneamerica.com and at (844) 658-3725.
The links below will bring you to pdf versions of materials the you should find useful.
OneAmerica.com – The home page to everything OneAmerica (appointed producers can also access OneSource Online from here)
OneSource Online – The producer portal with access to illustrations, case tracking, marketing material and more. (accessible only to appointed producers and BGA partners)
Care Solutions Calculator – Our “outside the firewall” illustration system for Asset Care and Annuity Care II. For full illustration functionality and the full suite or products and riders, you can access the full illustration system found on OneSource Online.
Care Solutions Marketing Material – Our “outside the firewall” marketing material page sharing product and concept content (both producer and consumer material). Our OneAmerica Marketing Store, found on OneSource Online, provides a much more robust library of material including social media posts, consumer campaigns, marketing materials, and a bunch more.
Care Solutions Underwriting Guide
Pre-Underwriting Inquiry Form – This is a fillable form that you send directly to our underwriting team to preview a case and secure guidance on whether we can offer coverage, whether the policy would be rated, and what products & riders may be available.
Ineligible Impairments Asset Care – Use this with your client to pre-qualify from a health perspective.
Ineligible Impairments Annuity Care – Use this with your client to pre-qualify from a health perspective. (note: the ineligible impairment list for Annuity Care differs from Asset Care)
Claims Concierge Consumer Brochure
Initiate a Claim webpage – This can also be accessed at OneAmerica.com.
Step by Step Guide to Receiving Long Term Care – In my opinion, the best product neutral long term care support guide that I have seen produced by any carrier. (You need to order this in hard copy and share with your clients.)
These are just a few of the resources available to you and do not represent the depth of our marketing and sales collateral. Please contact either Justin Fox (my internal) at justinfox.isp@oneamerica.com or (844) 658-3725 or me at kevin.fisher@oneamerica.com or (678) 512-9627 with any questions that you might have.
Fridays with Fisher 