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Using Qualified Money for LTC
You probably know some people with IRAs, 401(k)s, or 403(b)s – right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required Minimum Distributions (RMDs): Money needs to be taken out beginning at 72, whether your client wants it or not. When qualified money passes to heirs… Continue reading
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Client Seminar – Tuesdays at 7
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 evening at 7 pm (eastern) starting on June 30 and running until August 25. As with the demo, the “virtual consumer seminar” will be in… Continue reading
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Consumer Seminar Preview on 6/23
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 presentation on June 23 at 3pm. Continue reading
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Care Solutions University Invitation
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 Care and Annuity Care) in detail and diving deep into the company story and building long lasting relationships. You are invited to our upcoming “Virtual… Continue reading
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Tips for Seminar Success
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 this even if you are not a “seminar guy”. Last week I shared with you that consumer seminar material is available from OneAmerica. From invitations,… Continue reading
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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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