Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Campaigns… Expand Your Client Base 19 Mar 2021March 16, 2021 This past week, I have fielded this one question more than any other. I want to expand my client base (practice, outreach, etc), does OneAmerica have anything that I can…
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…
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…
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…
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…
Alzheimer's Association… OneAmerica & Alzheimer’s Assoc. 10 Jan 2020December 17, 2019 Why do you stress lifetime benefits? Here's why ... Today, one in three seniors dies with Alzheimer’s disease or another dementia1. Research brings us answers every day that move us closer…
Campaigns… OneAmerica Marketing Store 29 Nov 2019November 18, 2019 The OneAmerica Marketing Store (OAMS) is a cloud-based platform that allows you to "self-service" your Care Solutions marketing. This can be done anywhere - anytime. OAMS makes it easy to…
Campaigns… Great Retirement Income Gap 6 Mar 2019March 5, 2019 This is something that I often say, in Fridays with Fisher releases and during meetings, "there are two plans - default and decision. And, every plan is always fully funded…
Care Solutions… Have a Plan 6 Mar 2019March 5, 2019 In 1990, I was 25 years old and working as the general manager for the largest independent produce distributor in New Hampshire. It was a decent job that led me…
Campaigns… Q & A – marketing campaign 5 Mar 2019May 1, 2019 Question: You have a ton of producer facing marketing material. Is there anything that I can use with consumers? Answer: Absolutely. We have a boatload of consumer materials as well. These are…
