OneAmerica

The Great Wealth Transfer

Qualified Asset-Based Funding for Long Term Care

Earn 1 hour of CE for IL brokers!

Did you know qualified money can be leveraged to provide lifetime long-term care benefits?

Help your clients protect themselves and their investments while being able to pass on money to their heirs tax-free! OneAmerica’s (A+ rated) bestselling long-term care plan uses tax-qualified funds (IRAs, 401(K)s, and 403(B)s).

Tuesday, April 30, 2024     10:00am to 11:00am  CDT
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Topics:

  • 100% guarantee of benefits in the form of LTC or death benefits.
  • Using qualified money to provide lifetime long-term care benefits.
  • One spouse’s 401K money can cover the other spouse’s long-term care needs.
  • Discover the only plan that gives your clients a 25% bonus from day one!
  • Ensuring your clients follow tax laws and maximize their money: Secure Act
    and RMDs.
  • Demonstration of NEW sales technology to enhance your client sales presentation.

Don’t miss this chance to learn about the hottest plan and leading company in
long-term care.

Resource Brokerage Advantage – We will help you sell these plans, even if you have never sold long-term care plans!
Ron Cohen

Meet Our Presenters

Ron CohenLTCP, DIA, DIF has 28 years specializing in the individual Disability and Long-Term Care industry.  Ron has 11 years’ experience selling retail and 17 years as a brokerage specialist helping our brokers become successful selling individual Disability and Long Term Care insurance.

Contact Ron

 
Paul Reynard

Paul Reynard CLTC
Regional Sales Director

Paul works with independent marketing organizations (IMOs) and brokerage general agencies (BGAs) to grow the OneAmerica® Care Solutions product line. He provides training to IMO/BGA leadership, back offices and producers to support and drive the growth of Care Solutions in the brokerage channel.