Events

REGISTER The largest intergenerational wealth transfer in history is already underway.1 But many gifting conversations still begin and end with giving cash. Join our Director of Advanced Sales to learn how you can help your high-net-worth (HNW) clients do more with their annual gifting strategy. You’ll discover: Why long-term care (LTC) can be the missing piece of many legacy and gifting conversations A real-world planning scenario comparing unstructured cash gifting versus purposeful gifting How this conversation can help deepen relationships across generations Register today and discover the LTC planning opportunity hidden inside annual gifting. SPEAKERS: Ann K. Hagerty, J.D., RICP® Director of Advanced Sales Lisa Harder Regional Sales Consultant

REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 6/19 - Adaptable Annuities

REGISTER Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. NOTE: This webinar may not be recorded, copied, transmitted or otherwise disseminated using any device – including but not limited to artificial intelligence note-taking platforms, webinar and browser recording functions, and meeting recording software. Any AI notetakers and other recording functions will be removed from the webinar. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar.

REGISTER This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC

REGISTER Health care is a key concern for retirees and pre-retirees as they plan their post‑employment finances.

REGISTER This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC

REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 5/8 - The Self-Funding Illusion 6/5 - Why Joint Life/LTC? 6/19 - Adaptable Annuities

REGISTER Nonqualified annuities are a common insurance product that many rely on for their financial and retirement planning. It is crucial that insurance agents, financial advisors, and CPAs understand how annuities work and interact with tax law so they can properly advise clients on how to use annuities to help them accomplish their clients goals.