Asset Care… Use Income to Fund Asset Care 18 Sep 2020September 14, 2020 You hear it all the time - the best leverage that you can get is from an insurance policy that you pay on a monthly basis. (Did you know that…
Asset Care… Drop-in to Get More Benefits 11 Sep 2020September 10, 2020 Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible…
Asset Care… Reimbursement or Indemnity 7 Aug 2020August 6, 2020 If you have been paying attention to my weekly LTC Coffee Break broadcast schedule, you'll have noticed this week that Michael Florio and I discussed the topic of reimbursement and…
Asset Care… Return of Premium – Asset Care 10 Jul 2020June 24, 2020 As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency. This has led…
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… The Consumer Seminar/Webinar 29 May 2020 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…
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…
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.…
