Asset Care… Using Qualified Money for LTC 3 Jul 2020June 24, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right?Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred.Required Minimum Distributions (RMDs):…
Campaigns… Client Seminar – Tuesdays at 7 26 Jun 2020June 25, 2020 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…
Care Solutions… Consumer Seminar Preview on 6/23 19 Jun 2020June 16, 2020 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…
Annuity Care… Care Solutions University Invitation 12 Jun 2020May 29, 2020 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…
Campaigns… Tips for Seminar Success 5 Jun 2020June 4, 2020 While consumer seminars may not be “your thing”, many of the underlying principles for a seminar apply to the normal operation of our businesses. Please take a moment to read…
Campaigns… Integrate Social Media 22 May 2020May 19, 2020 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…
Annuity Care… Heading Back to Business 15 May 2020May 9, 2020 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…
Annuity Care… Claims Concierge – Making It Easier 8 May 2020April 20, 2020 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…
Care Solutions… Before Anything – Make Sure You’re IGO 1 May 2020April 20, 2020 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…
Annuity Care… Pre-Underwriting Improves Process 24 Apr 2020March 30, 2020 One thing that most of us complain about is the "cycle time" for a policy to be issued. An area that experiences more than their share of criticism is underwriting.…
Annuity Care… Application Submission Options 17 Apr 2020March 27, 2020 There are two ways to submit applications for OneAmerica's Care Solutions products -traditional paper process or electronically. With the "shelter in place" requirements in many of our communities, electronic submission…
Campaigns… OneAmerica Marketing Tools 10 Apr 2020April 9, 2020 Two weeks ago, in partnership with my colleague Michael Florio, I launched a weekly webcast called LTC Coffee Break. Our goal with it is to educate, inform, and inspire you…
