Web Content Viewer
Actions
Study Finds 46% of Financial Professionals Don’t Recommend LTC
Indianapolis June 29, 2023
OneAmerica® study highlights how financial planning can miss a likely need
A study on perceptions of long-term care (LTC) protection conducted by OneAmerica, in collaboration with Hanover Research, found that only 54% of financial professionals are currently recommending or offering LTC protection to clients. The study, which included a survey of more than 400 financial professionals, aimed to better understand their behaviors and views related to LTC planning and selling LTC products. While just over half of surveyed financial professionals currently include LTC more...
OneAmerica First to Offer PensionPlus for Personalized Retirement Planning
Indianapolis and Chattanooga, Tenn. January 25, 2023
Innovative retirement withdrawal strategy service provides models for monthly retirement paycheck
OneAmerica® announced it will become the first retirement plan provider to offer PensionPlusTM, an innovative, personalized retirement withdrawal, or decumulation, strategy developed with co-founder Shlomo Benartzi. PensionPlus provides participants with a monthly retirement paycheck tailored to the individual, based on their unique goals and needs in retirement. In addition, users maintain complete control over their plan assets and how they're invested. For OneAmerica, a company that more...
OneAmerica, ProNvest Debut Advisor Portal Feature to Boost Accounts
Indianapolis, Ind. and Chattanooga, Tenn. August 10, 2022
Advisors can build new private wealth client relationships from their retirement plan business
OneAmerica®, today with ProNvest, announced a new service feature that will help retirement plan advisors grow business by expanding their view of plan participants’ total assets. Within a secure online portal available through ProNvest, advisors will be able to offer participants the option of privately and securely connecting their current retirement plan data with other unconnected investments. This allows advisors to gain a more comprehensive view of a participant’s overall financial more...
OneAmerica, OneDigital Unite on Morningstar Investment Management LLC’s Advisor Managed Accounts Service
Indianapolis April 26, 2022
More rich customization opportunities aim to provide benefit for retirement plan participants
OneAmerica®, together with OneDigital Investment Advisors, announced today a collaboration that harnesses the power and experience of recognized industry names to deliver more tailored investment services to plan participants. The collaboration is focused on providing registered investment advisors (RIAs) like OneDigital with Morningstar Investment Management’s advisor managed accounts offering, which allows RIA firms to deliver personalized investment advice through a co-branded version of more...
OneAmerica® Unveils Modernized Whole Life Product Portfolio
Indianapolis December 8, 2021
Adjustments to Whole Life Products Highlight Flexibility
OneAmerica®, a national provider of insurance and financial services, announced enhancements to its suite of whole life insurance products to provide more robust, flexible options to clients. Whole Life Select, Whole Life 95 and Whole Life 121 products now include several new features that make them some of the most diverse in the industry. “As part of the 7702 regulatory changes, we’re evolving our product designs in a way that modernizes them and emphasizes flexibility to better meet the more...
OneAmerica Launches Advisor Managed Accounts with Morningstar Investment Management LLC
Indianapolis December 7, 2021
New services mean more personalized advice for retirement plan accounts, clients of all sizes
OneAmerica® is teaming with one of the largest managed retirement accounts providers in the industry, Morningstar Investment Management. This collaboration enables advisors to deliver more tailored savings and investment advice to plan participants. OneAmerica would provide recordkeeper services through Morningstar Investment Management to Retirement Investment Adviser (RIA) firms in a white-label version under the RIA’s brand. A few pilot firms are already on board and others are slated to more...
OneAmerica Launches New Retirement Plan Offering More Flexibility and Streamlined Administration
Indianapolis November 2, 2021
National insurance and financial services provider delivers OneConnect(SM) as a powerful alternative to MEPs and PEPs for organizations in all tax codes
OneAmerica® today unveiled OneConnectSM, a retirement plan solution that eases administration and retains independence for businesses seeking to gain the scale that comes with a pooled or multiple-employer approach. OneConnect features flexible plan design and streamlined fiduciary oversight. “OneConnect provides a dynamic solution for consideration by retirement plan sponsors as they investigate ways to optimize plan design and streamline administrative requirements,” said Sandy McCarthy, more...
OneAmerica® Overcomes Obstacles with Combo Retirement Plans Approach
Indianapolis December 15, 2020
Simplified processing and administration allow tax-exempt clients to focus on mission
Maintaining multiple retirement plans can be a time-consuming and confusing process for donor-dollar-stressed employers, but the OneAmerica® ComboPlan solution offers “simplicity without sacrificing flexibility” when it comes to plan administration. The streamlined ComboPlan solution, continuously refined through years of experience, allows plan sponsors of tax-exempt organizations to administer multiple plans simultaneously. Four in 10 employers in the non-profit and governmental space more...
When It Comes to Care, Family Comes First
Indianapolis, IN December 20, 2019
Many people may be expecting help but haven’t talked to loved ones
More than two-thirds of Americans (71%) say if they had an illness or injury that required care assistance for an extended period of time (long-term care), they would expect a family member or close friend to oversee and/or provide that care. However, only 50% of Americans say they’ve had a conversation with family members or close friends about who will provide or oversee their long-term care (LTC) in the event they needed it. A recent survey, conducted online by The Harris Poll on behalf more...
OneAmerica Offers ESG Fixed-Income Funds as Investing Option
Indianapolis October 1, 2019
Twelve newly added funds provide environmental/social choices for participants
OneAmerica® has added 12 Environmental, Social, and Governance (ESG) Investment offerings to its Group Annuity platform, after an increasing interest in ESG investing over the last six months. “For some, the value of an investment is no longer just about returns, but about returns that are achieved in concert with making a positive impact on society and the world at large,” said Sandy McCarthy, president of OneAmerica retirement services. “ESG indexes can achieve these dual ideals, because as more...
Web Content Viewer
Actions