Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
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…
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…
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…
Annuity Care… Repurpose a Deferred Annuity 20 Mar 2020March 6, 2020 If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care… Deferred Annuity Opportunities 13 Mar 2020March 10, 2020 Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
Annuity Care… It’s About The Claim 17 Jan 2020December 17, 2019 Our purpose is to provide the funding resources for our policyholders when their health is compromised and they require long term care services. Last year, I shared some claims information…
Annuity Care… E-Application Advantage 8 Nov 2019November 5, 2019 On thing that we’ve found is that submitting business using electronic application (eApp) has provided advisors with a few advantages. Along with the an assurance that an application submitted electronically…
Annuity Care… A Little Pool Anyone? 20 Sep 2019August 22, 2019 Here we go again – the discussion of addressing the extended healthcare (aka long term care) funding issue. For many, self-funding ends up being the answer. By default or by…
2017 CSO Launch… History of Innovation 2 Aug 2019August 2, 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…
Annuity Care… Q&A – Annuity Training 2 Aug 2019July 8, 2019 Question: What products require annuity training? Answer: A good chunk of the Care Solutions portfolio is comprised of annuity based solutions. The following products require annuity training: Asset Care Annuity…
