Q3 campaign: Joint Life Asset-Care
Our Q3 campaign: Joint Life Asset-Care launched Aug. 1. Visit the Joint LTC Protection landing page to review the marketing materials for our newest campaign and register for our webinars!
Asset-Care II/III funding option brochure
Our new Asset-Care II/III funding option brochure features all the specifics about the single premium annuity/whole life funding option, including how the product works, a hypothetical example and all other pertinent product details!
Don’t forgot to check out all the Asset-Care funding option brochures.
Oct. 1 marks the anniversary of JIT licensing
As the first anniversary of just-in-time (JIT) appointments nears, we’re reminding everyone of the process. For producers who’ve been pending in JIT for 365 days and haven’t submitted new business, the appointment request will be closed. When those producers submit a new business application, they’ll simply need to resubmit appointment paperwork at that time. If a new business application is received within 30 days of closing the JIT contract, our licensing team will reopen the request and process the appointment without new paperwork.
Questions? Contact the Care Solutions licensing team at (844) 614-3167 or firstname.lastname@example.org for support.
Arizona suitability training required
Beginning Dec. 31, 2017, an insurance provider may not solicit the sale of an individual annuity product in Arizona until he or she has completed insurer-provided product-specific training and a one-time, 4-hour state annuity training course. Click here for more information on training deadlines and requirements.
Express Quote fax line to be discontinued Nov. 1
Launched in the fall of 2015, the Pre-Underwriting Inquiry (PUI) form replaced the Express Quote process and allows agents email their PUIs directly to OneAmerica and receive a response within four hours. Beginning Nov. 1, the fax line for these inquiries will be discontinued, and all PUI forms will need to be emailed to CSPUI@oneamerica.com . Questions? Please contact your internal sales partner or call 1-844-833-5520.
NAIC Life Illustration Model
As part of the annual reporting requirement of NAIC Life Illustration Model Regulation, The State Life Insurance Company uses the fully allocated expense method for life insurance illustrations.
OneAmerica training: Asset-based life and annuity LTC
This bi-weekly webinar covers all of the OneAmerica Care Solutions options and provides sales ideas. The session will cover the following details:
* Setting up the LTC sale;
* Covering two individuals under one policy;
* Lifetime benefits and the advantages;
* Using an IRA, 401(k), 403(b) to pay for LTC;
* Guaranteed premiums for LTC; and
* Converting NQ annuities to tax-free LTC benefits.
Virtual Care Solutions University webinar series
Interested in taking a deep dive into the Care Solutions product suite? Join one of our weekly webinars to learn about a specific product and sales ideas. Register today at the VCSU website.