The Latest Addition to Our Online, Quote-Based Storytelling Capabilities Now Available

OneAmerica Financial^SM, in collaboration with Ensight, is excited to announce the availability of an additional tool to support even more conversations between financial professionals and their clients. 

Last year, we unveiled a groundbreaking tool designed to revolutionize client sales experiences through the power of storytelling. This exciting new approach can not only foster a deeper connection between financial professionals and clients, but also can facilitate a clearer understanding of pertinent issues. It empowers informed decision-making, especially in the realm of Long-Term Care (LTC).  

Our latest release, available today, represents a pivotal opportunity for you to capitalize on marketplace demand. It does so specifically by helping clients harness the potential of their existing qualified assets, transforming those dollars into a robust shield against the looming costs associated with extended care needs. 

Consider this too: By 2045, an astonishing $84.4 trillion is projected to change hands—a staggering $72.6 trillion earmarked for heirs and $11.9 trillion slated for charitable donations*. 

The lion’s share of this wealth resides within IRAs, possibly being inherited by your younger clients. This transfer of wealth is also presenting a golden opportunity for you to guide your clients toward strategies that can help ease potential tax burdens on their loved ones and safeguard assets against the expense of a long-term care event in retirement. 

For more information about this new tool or our asset-based LTC product portfolio in general, contact your Regional Sales Director or the OneAmerica Financial Sales Desk at 844-833-5520 or LTCSales@oneamerica.com. Thank you for your continued commitment to serving our mutual customers. 

*https://www.cerulli.com/press-releases/cerulli-anticipates-84-trillion-in-wealth-transfers-through-2045