Tag: Kevin Fisher

Make Underwriting Smoother

For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex.  If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker.  The ideal way to do this is submitting the application via eApp. Here is a... Continue Reading →

More on Flex Underwriting

On October 6, Flex Underwriting for Asset Care was launched in more than 35 states.  All business submitted electronically,  whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact... Continue Reading →

Flex Underwriting Paths

We have been talking about underwriting for the past few weeks, specifically the introduction of Flex Underwriting that was rolled out in 35 states on October 6.  If you want a 3 minute overview of the program, we have one on the Flex Underwriting Resource page.  You will also find there the revised process guide... Continue Reading →

Flex Overview

Earlier this week, Flex Underwriting was introduced in 35 states.  In a nutshell, Flex Underwriting provides you with an opportunity to accelerate the speed of underwriting for the Asset Care product. Submitting business via eApp is the ideal way to utilize the power of Flex Underwriting.  Not only will the eApp be ensure that it... Continue Reading →

Flex Underwriting is here!

Coming your way on October 6 in more than 35 states is Flex Underwriting for the Asset Care® product.   Flex Underwriting will be delivering added speed, enhanced intelligence and a more streamlined experience to even more of your cases.  The launch of Flex Underwriting marks another important step forward in our commitment to leveraging technology while delivering... Continue Reading →

It’s time to start

According to estimates from the U.S. Department of Health & Human Services, over half of Americans turning 65 today will develop disabilities significant enough to require long-term support and services.  This differs from the oft quoted and heavily criticized statistic of 70% of people age 65 will need some form of long-term support and service... Continue Reading →

Instant Approval

Last week, I shared some information about the Pre-Underwriting Inquiry opportunity for any client that you may have.  Again, it is simply a tool that we encourage you to use BEFORE submitting a formal application.  Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. This is a very... Continue Reading →

You can afford that

I read an article in the Journal of Accountancy recently that made me scratch my head and ponder the possibilities.  In the article called “The long term care quandary: helping clients prepare”, a statement was made that I am not fully convinced is a solid “rule of thumb” (their words not mine). “There’s a long-standing... Continue Reading →

Leverage is more than insurance

For the last couple if weeks, I have been sharing the terminology leverage as it relates to a long term care funding strategy.  Of course, this is unique to insurance solutions where pennies are leveraged into dollars. Have you considered that there is another form of leverage that can be applied to the long term... Continue Reading →

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