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The Consumer Seminar/Webinar
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 package for consumer seminars. One of our more popular presentations is “The Great Retirement Income Gap”. Here is something to think about – a consumer… Continue reading
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Integrate Social Media
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 Fountain Media, “90% of marketers claimed that social media generated immense exposure for their company.” When executed properly, a social media campaign can: increase awareness… Continue reading
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Heading Back to Business
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 share a few ideas that might fit into your client conversations. One underutilized opportunity that you have available to you are consumer campaigns and seminars… Continue reading
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Claims Concierge – Making It Easier
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 time during our relationship. That is why the OneAmerica® Care Solutions Claims Concierge program was developed. Hear about the impact of our Claims Concierge in… Continue reading
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Before Anything – Make Sure You’re IGO
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 diagnose the insurability of your client as well as help determine a product solution AND utilizing our eApplication process which can shave at least 5… Continue reading
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Pre-Underwriting Improves Process
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. Here is a tip that will certainly improve not just the underwriting experience but the consumer experience in terms of the initial client conversation, expectation… Continue reading
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Application Submission Options
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 is the safest (and quickest) route to go. The e-Application option is available on the following platforms: OneSource Online OneAmerica Care Solutions Calculator iGo AnnuityNet… Continue reading
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OneAmerica Marketing Tools
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 during these challenging time. Every Tuesday at 10 am (EDT) and 10 am (PDT) we broadcast our 15 minute coffee break. We had a conversation… Continue reading
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Annuity Care Advantage
Over the past few weeks, I’ve shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC benefits, and how adding a continuation of benefit rider can create a larger tax-free LTC funding pool. As you will recall, the primary advantage of… Continue reading
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More Than Tax-Free Benefits
Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources. To review that article, CLICK HERE. On April 9 at 11 am (eastern), you can join my webcast to learn more about this innovative way of funding… Continue reading
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Repurpose a Deferred Annuity
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 for my April 9 webcast at 11 am (eastern) where I discuss how to transform tax-deferred accumulation inside non-qualified deferred annuities into tax-free long term… Continue reading
Fridays with Fisher 
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