Independent Leaders’ Conference

Each year, we bring our top producers together to celebrate their success. The 2023 Independent Leader’s Conference is scheduled for June 8 – 12 and will take place at the Grand Hyatt Baja Mar Resort in Nassau, Bahamas.

You can qualify for an invitation by accumulating 1,250,000 conference credits between January 1 and December 31, 2022.

Conference Credits are 1 credit for each dollar of issued Care Solutions business. For more information on how the credits are calculated, go to our Independent Leaders’ Conference brochure by clicking here.

You may say that you have no shot at making this happen … not so fast skippy. We have just introduced a program that can help accelerate your qualifying. Check it out.

You will earn double production credits for business that is submitted between July 1 & September 30 and placed & paid by December 16, 2022. Think about it – you can qualify for the Independent Leaders’ Conference with less effort by submitting business in the third quaeter.

And, we are adding what I call the “Indy sports bonus” for those who submit at least 2 cases with a combined premium of 250,000. For each submitted case, you will receive an entry into our random sports drawing which will be for:

Check out the third quarter incentive program by following this link.

A couple of logistical points – your firm or broker-dealer my restrict your participation, please confirm if you are eligible. Next, independent brokerage contracted producers should contact your OneAmerica Regional Sales VP.

For our BGA / IMO distribution partners – you can also qualify. Please contact me directly for specifics.

Give me a call with your next asset based LTC case, I look forward to earning your business. You can contact me via email at or call me at (678) 512-9627.

Connecticut Licensed Producers

On August 26 at 10 a.m. at the Hartford Club (46 Prospect Street, Hartford CT), you can join Michael Florio and me when we reintroduce the only deferred annuity product approved in Connecticut that offers tax-free long term care benefits.

You can register by scanning or clicking on the QR code.

Included will be CE, parking, refreshments, and the opportunity to learn about the best kept secret in long term care funding.

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