Claims – The OA Experience

Today, I am going to share with you a little something that will help you get a look at Care Solutions claims. No, it isn’t another Claims Concierge marketing piece. It is a consumer-approved piece talking specifically about the OneAmerica claims experience.

For 35 years, OneAmerica has been a leader in the asset-based long term care (linked benefit LTC) arena. Only one other carrier has that commitment to the market segment. And, OneAmerica continues to lead the industry in long term care funding solutions.

And, OneAmerica services their own claims from the home office in Indianapolis, IN.

One thing that I have been asked for since the time that I joined the company well over a decade ago is “can you tell me about the long term care claims that OneAmerica has paid.” Up to this point, I have had to say that I cannot. 

Well, all of that has changed with the release of our new information piece. 

Remember, long after we retire, someone will be calling with a claim for a policyholder.  The last thing that any of us want is for a family to be disappointed because they were not adequately informed. Want to see a side by side comparison?  Check this out – it is a little piece sharing responsibilities at claims time for each payment method.

---

---

It is the end of the year and I’ve been asking you to review your book of business and identify your clients who are over 75 and own annuities that are on the sideline and earmarked for an emergency. This is a big thing – it can be a possibly make a difference in funding an extended care event while preserving assets.

My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might be viable candidates for our leverage strategy then give us a call.

That is what the million dollar annuity strategy is all about.  The transformation of tax-deferred money into tax-free distributions for long term care. Learn more about it at   https://fridayswithfisher.com/million-dollar-annuity/.