2017 CSO Launch… Asset Care Recap of Highlights 6 Dec 201910 Dec 2019 Since the roll out of our new Asset Care products over the summer, many of our current producers have been pleased by the new opportunities that have been created. Here…
2017 CSO Launch… Asset Care Return of Premium 23 Aug 201912 Aug 2019 Live, Die, Quit – that has been the mantra for asset-based / linked benefit / hybrid Long Term Care solutions since their inception three decades ago. (Have I mentioned that…
2017 CSO Launch… Alternative Qualified Money Strategy 16 Aug 201911 Aug 2019 A short time ago, I share the new strategy for funding Asset Care using qualified money. As I noted, the new name for this strategy is a mouthful – Asset…
2017 CSO Launch… Q&A – Alternatives to Phone Interview 16 Aug 201911 Aug 2019 Question: I have experienced issues with the whole "ticket" process where I submit an application (Part I) and your vendor completes the remainder of the process. Is there a way…
2017 CSO Launch… It’s Long Term Care for a Reason 9 Aug 201929 Jul 2019 The fastest way to impoverishment or to destroying a retirement income strategy or to impact multiple generations physically, emotionally, and financially is not an extended healthcare event. It is not adequately…
2017 CSO Launch… History of Innovation 2 Aug 20192 Aug 2019 Asset-based LTC, aka hybrid or linked linked benefit, have existed since 1988. OneAmerica stakes a claim to being the premier innovator of this space. There is only one other carrier…
2017 CSO Launch… Q&A – Asset Care Cheat Sheet 26 Jul 20191 Jul 2019 Question: Is there a simple side-by-side comparison between the "old" Asset-Care and the "new" Asset Care features? Answer: There sure is - follow this link to the Asset Care Cheat…
2017 CSO Launch… Q&A – Apps Submitted Before June 28 5 Jul 201925 Jun 2019 Question: I submitted an Asset Care application before the deadline, what are my options now that I can see premiums for the "new" Asset Care? Answer: If an application is…
2017 CSO Launch… Asset Care for Qualified Money 28 Jun 201911 Aug 2019 One funding approach that has been unique to Asset Care is the "self contained" funding strategy for qualified money and non-qualified deferred annuities. In the original series product, these were…
2017 CSO Launch… Q&A – Premium Modes for Asset Care 28 Jun 201920 Jun 2019 Question: With the release of the "new" Asset Care, are the premium modes being changed? Answer: We have made changes to our funding options. As we have done in the…
2017 CSO Launch… Asset Care – Policy Changes 28 Jun 201919 Jun 2019 As with every product release, there are changes that come at the policy level. This is true with Asset Care. Here are a few changes that you MUST know. The…
2017 CSO Launch… Asset Care Apps During Transition Period 21 Jun 201920 Jun 2019 For application submitted for "old" Asset Care who would like to change to the "new" Asset Care, here are the guidelines. If an application is pending but not approved by…
