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Bill’s Blog

OneAmerica Alliance Alert

By Jan. 1, 2020, all issuers of life insurance are required to reprice their products according to the 2017 CSO mortality tables. OneAmerica ® has updated the benefits and pricing within our whole-life based Asset Care ® product suite, and we will be launching a new...

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Tim Conway Skit

A few weeks ago, Tim Conway passed away.  I remember as a younger man waiting to watch the Carol Burnett show just to see what kind of funny skits Tim would be in, and what he would do. Tim had a wonderful career and was adored by many.  What you may not know about...

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March Sales Idea of the Month

Sales idea of the month using qualified money to fund a LTC Plan There are TRLLIONS of dollars in retirement accounts, most of it held by baby boomers. Here is how you can set up a great LTC program for someone using qualified money. Purchase a IRA Single Premium...

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Product Spotlight: OneAmerica Asset Care III

Product Spotlight OneAmerica Asset Care III COMPANY OneAmerica STATE AVAILABILITY All states except NY PRODUCT TYPE Fixed Annuity funding a 20-pay Whole Life policy. DESCRIPTION Insured directly transfers or rolls over qualified funds into the annuity. The annuity...

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ILTCI Conference 2019

Last week I attended the annual Intercompany Long-Term Care Insurance Industry (ILTCI) conference in Chicago. I’ll be honest; I was not looking forward to going. After traveling extensively for the past few weeks and going to this conference for the past 18 years...

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LTC Complete

LTC Complete We are thrilled to announce the roll out of our new program LTC Complete: a guaranteed issue long term care protection for employees and their spouses. If you’re ready to get started or have any remaining questions we want to hear from you. We can be...

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The Sign on My Desk

I have this small glass block on my desk with a message inscribed on the inside. This was given to me many years ago by the former CEO of the Excellus BlueCross BlueShield plans, Howard Berman.  Howard had little tolerance for sales people that used to go on and on...

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It’s Actually Quite Simple…

Here's the scenario... You get a lead, or a referral. The prospect wants a solution. You want a client. The company says no (either in their underwriting guide or to an actual application). Everyone's not happy. But, really, it doesn't have to end badly. You can...

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This is LTC Planning Month

Yes, I know that November is LTC Awareness month......for consumers. However, for me, and I'm sure for many of you, this is LTC Planning Month. We are planning on how to end 2016 on a high note and, we are also looking forward to what we want to accomplish in 2017....

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My Election Prediction

We can all agree that it's been an interesting year in presidential politics. Here's what not only what I predict, but what I guarantee. Yes, I guarantee these outcomes. People will vote. Some states will be red. Some will be blue. And the purple ones will decide the...

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Testimonials

After 46 years in this business, I still get very excited about new opportunities for growth. Becoming involved in the NAIA is one of the most exciting business ventures for me in many years . With the creation of NAIA we are combining the former carrier Leadership expertise of Bill Jones, with a large group of seasoned and experienced insurance marketing firms to deliver state of the art insurance products and service to our field producers. I look truly forward to being part of this dynamic organization.
Peter Gelbwaks, Gelbwaks Executive Marketing Group