In the February episode of Coffee Break, we shared with you the NEW OneAmerica Financial as well as a navigational overview of the updated OneAmerica.com website. If you have not viewed it, please take a minute to see this week's episode. If you have taken some time to browse the updated oneamerica.com website, you will notice... Continue Reading →
Make It a Better Experience
We are a month into 2024 and I’ve just returned from the annual OneAmerica Financial National Sales Meeting. There are a few important pieces of information that I need to share with you. First, OneAmerica has rebranded to OneAmerica Financial. Keep your eyes and ears open for more information including a new OneAmerica Financial television... Continue Reading →
2024 – A Tune Up to OneAmerica
Earlier this week, OneAmerica announced a few changes. I am going to assume that you have not heard about them. Before anyone gets overly excited, I will crush the hope of a product revision. That is not the case. The OneAmerica brand is getting a facelift in order to better disclose what the company does. Simply, the new brand... Continue Reading →
2024 – Quick Start Idea – Marketing Store
One thing that is vitally important to our success as advisors / agents / agencies is filling our pipeline with prospects then converting them into clients. For some, client acquisition is “old school” where they dive into their client base and perform annual reviews. Others employ seminars to attract new clients by offering educational opportunities. ... Continue Reading →
2024 – Quick Start Idea – Tap into IRAs
Two weeks ago, I shared an idea for low hanging fruit using nonqualified deferred annuities for clients under the age of 86. Another funding source for long term care premiums that I mentioned was using qualified money such as an Individual Retirement Account (IRA) or proceeds from a 403(b) or 401(k) plan. Here is the... Continue Reading →
2024 – Quick Start Idea – New Tools
Earlier this week, we released a new episode of Coffee Break that I hope you took the time to watch. In it, we shared with you two NEW consumer pieces talking about planning. Please, take a minute to see this week's episode. In this week's episode of Coffee Break, we shared with you 2 new consumer pieces... Continue Reading →
2024 – Quick Start Idea – ANC
During the month of December, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to... Continue Reading →
Claims – The OA Experience
During the month of December, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to... Continue Reading →
Submitting a Claim
This month, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to OneAmerica. Today, I... Continue Reading →
Claims – Consider This
Last week,I shared a few claims statistics for both LTC as a whole and OneAmerica Care Solution. As you would expect, most claims occur over the age of 75 with more the 50% of them starting between the ages of 80 and 89. In our December Coffee Break webcast focusing on claims, we share more... Continue Reading →
Claims – Stats & Info
In this month’s Coffee Break, we are talking about claims. It is what we sell – the promise to be there when our policyholders need us the most. For 35 years, OneAmerica has fulfilled that obligation - virtually every other linked benefit / asset-base long term care product has less than a decade of experience.... Continue Reading →
Reasons Not To Write LTC Insurance
Reasons why NOT to write a long term care insurance policy.
Fridays with Fisher 
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