What’s your Plan?

This week, I hope to be brief.  Afterall, most people are taking time off or slowing down between now and the start of the new year.

With this in mind, I have a quick question – what’s your plan for doing business in 2023?

For some, it might be increasing your consumer outreach.  We can help – our OneAmerica Marketing Store offers hundreds of pieces that can be customized and distributed via e-mail, social media, or even snail mail.

Others might want to introduce consumer education events.  We can help – our OneAmerica marketing store offers consumer seminars and all the support material that can be customized for your needs.

Yet another person may say “I want to learn more about using qualified money or deferred annuities” as a way to fund their client’s long term care protection.  We can help with that – get in touch with me and we will schedule a meeting to review funding strategies.

Regardless of what path you want to take in 2023, we might be able to assist.

Here is a quick prospecting idea for agents who focus on medicare supplements programs.  Now that the annual enrollment period is over, reach out to your clients with a follow-up call to check in and gauge their satisfaction.  The doing your best Columbo impression, say this …

“… just one more thing before I let you go, we put in place your immediate and short term healthcare plan.  Let’s schedule a time to review your extended healthcare plan to make sure that it meets your needs.”

No plan is complete with out a strategy for addressing an extended healthcare event.  Whether it is a permanent or recoverable condition, a plan always improves the situation.  So, start asking today – what’s your extended healthcare plan?

Want to learn more?  You can contact me via email at kevin.fisher@oneamerica.com or by calling me at (678) 512-9627.

One last thing, thanks for taking time for me and Happy Holidays.

For questions about the OneAmerica Consumer Survey, LTC product solutions from OneAmerica, or would like help developing an active case, please contact my internal Justin Fox at (844) 658-3725 or via email at justinfox.isp@oneamerica.com

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