2017 CSO Launch… Asset Care Recap of Highlights 6 Dec 2019December 10, 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…
Care Solutions… The OneAmerica Difference 4 Oct 2019October 3, 2019 An interesting thing happened on my way to the office this morning. This time, my office wasn’t an airport, hotel room, meeting room, or automobile; it was my office at…
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… Asset Care Return of Premium 23 Aug 2019August 12, 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… It’s Long Term Care for a Reason 9 Aug 2019July 29, 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… Asset Care for Qualified Money 28 Jun 2019August 11, 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… Asset Care – Policy Changes 28 Jun 2019June 19, 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 2019June 20, 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…
2017 CSO Launch… Single Premium Drop In – NEW FEATURE 21 Jun 2019June 19, 2019 With the launch of the new Asset Care, a truly new feature is being introduced - the Single Premium Drop In Rider (SPDR). This rider will be available only with…
2017 CSO Launch… Q&A – “New” Waiver of Premium 21 Jun 2019June 11, 2019 Question: With Asset Care, how does the "new" waiver of premium work? Answer: With the updated Asset Care, the way the waiver of premium (WOP) functions has changed. Simply, the…
2017 CSO Launch… Q&A -PA & MA 14 Jun 2019June 4, 2019 Question: Will the "new" Asset Care be approved in Pennsylvania and Massachusetts? Answer: Yes! The "full" product will be available. This means that on July 1, joint policies will be…
2017 CSO Launch… Asset Care Revisions Coming in July 7 Jun 2019May 29, 2019 This should come as no surprise. Noise about Asset Care changes has been swirling around for months. A couple weeks ago, we announced the changes that are targeted to roll…
