Who Would Benefit from the LTC Conversation?

Every client has a story. From where they’ve been to where they’re going, you play an important role in helping them shape a strategy to pursue their retirement goals. Though any client can benefit from a long-term care conversation, good prospects for Care Solutions product solutions are...

Clients who would benefit from ...

Asset preservation for legacy
Unlimited, lifetime long-term care benefits
Joint spouse contracts
Asset-based life and annuity solutions
Guaranteed premiums
Flexible payment options
Leveraging of qualified money for LTC

Clients that look like this...

Married couple or state equivalent
Between 55 and 75 years old
In reasonably good health
Have adequate monthly income and a designated emergency fund
May own annuities not needed for income
Plan on self-funding their LTC risk
Investible assets of $500k or more, including qualified funds but not income-generating assets

Think about the clients you work with. You probably have someone in your book of business who stands out as a good prospect for long-term care protection. To help you get the conversation started, submit that client’s information to us using the form below. Your Internal Sales Partner will use the data you provide to develop a long-term care strategy recommendation using our Care Solutions portfolio.

Complete the form below to submit client information:

Page 1

Financial Professional Information

Legal First Name

Legal Last Name

Phone Number

Business Email Address

Broker Dealer

State

Zip Code

Your OneAmerica Regional Sales Director

Page 2

Client Profile Information

Single or Joint insured(s)?

*Joint insureds are people who are married, in a civil union, a domestic partnership, or an engaged couple.

Client Information

Client First Name

Client Last Name

Client Age

State

Premium Amount

Funding Source (Select any that apply by holding down Ctrl)

Tobacco (Y/N)

Client Information

Client First Name	Partner First Name
Client Last Name	Partner Last Name
Client Age	Partner Age
Client State	Partner State
Client Tobacco (Y/N)	Partner Tobacco (Y/N)
Premium Amount	Funding Source (Select any that apply by holding down Ctrl)

Once submitted, your Internal Sales Desk representative will review the client information, run a suggested illustration for your client and reach out to you within 24 business hours to discuss the case.

For use with financial professionals only. Not for public distribution.
OneAmerica^® is the marketing name for the companies of OneAmerica.