Care Solutions
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A Challenge for You
The Covid-19 pandemic has forced us all to change the way that we conduct our business. We have all been forced to integrate technology into our business models. Whether you have been in the business for 30 years of 30 minutes, we’ve all increased our use of technology to inform, educate, and inspire our prospects,… Continue reading
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Client Seminar Extended
At the end of June, Michael Florio and I decided to dip our toes in the waters of the virtual consumer seminar. We learned a lot and want to thank all of you who have participated in our effort. Given the positive feedback and the constraints that we are still feeling because of the pandemic,… Continue reading
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A Producer Conversation
Earlier this week during our weekly LTC Coffee Break broadcast, spoke with a producer from North Carolina – Al Hyde. Our lead off question was simply “what is your target market”. Not surprisingly, Al shared that with us that his conversations with people ranged in age from the middle forties to the middle eighties with… Continue reading
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Your Legacy Care Opportunity
In this week’s LTC Coffee Break webcast, discussed Legacy Care. Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. Let me explain more. Let’s say that your client is 90 years old, has a deferred annuity with $190,000 of value that is out of… Continue reading
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Client Seminar – Tuesdays at 7
Last week, I shared a demo of our consumer seminar – The Great Retirement Income Gap with you. “The Great Retirement Income Gap” consumer webcast will be offered every Tuesday evening at 7 pm (eastern) starting on June 30 and running until August 25. As with the demo, the “virtual consumer seminar” will be in… Continue reading
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Consumer Seminar Preview on 6/23
If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you “The Great Retirement Income Gap” consumer-approved presentation on June 23 at 3pm. Continue reading
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Care Solutions University Invitation
Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset Care and Annuity Care) in detail and diving deep into the company story and building long lasting relationships. You are invited to our upcoming “Virtual… Continue reading
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The Consumer Seminar/Webinar
Love them or hate them – consumer seminars are a tool that can be used to share information, generate leads, and expand your brand. At OneAmerica, we offer a full package for consumer seminars. One of our more popular presentations is “The Great Retirement Income Gap”. Here is something to think about – a consumer… Continue reading
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Integrate Social Media
Imagine sharing an idea, or image, or story with your social media followers (posting to Facebook, LinkedIn, Twitter, etc.) regularly and without having to develop the content. According to Blue Fountain Media, “90% of marketers claimed that social media generated immense exposure for their company.” When executed properly, a social media campaign can: increase awareness… Continue reading
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Heading Back to Business
Over the next few weeks as we begin to move on from this “shelter in place” segment of our lives to return our business to a “normal” footing, I will share a few ideas that might fit into your client conversations. One underutilized opportunity that you have available to you are consumer campaigns and seminars… Continue reading
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Claims Concierge – Making It Easier
We are in the business of providing a financial solution to a family when they most need it. And, when an extended healthcare event occurs, there is no more important time during our relationship. That is why the OneAmerica® Care Solutions Claims Concierge program was developed. Hear about the impact of our Claims Concierge in… Continue reading
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Before Anything – Make Sure You’re IGO
Over the last few of weeks, I shared a three specifics ways that you can improve both your and your client’s experience. Those were using our Pre-Underwriting Inquiry process to help diagnose the insurability of your client as well as help determine a product solution AND utilizing our eApplication process which can shave at least 5… Continue reading
Fridays with Fisher 
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