OneAmerica Financial Partners

OneAmerica Financial(SM) Announces New Active Target Date Series

Retrieved on: 
Wednesday, March 6, 2024
Innovation, Principal, Retirement, FDIC, AUL, Federal Reserve, PRD, Business development, Risk, Trustee, Federal, OneAmerica Financial Partners, CITS-DT, Investment, OneAmerica Tower, Financial adviser

INDIANAPOLIS, March 6, 2024 /PRNewswire/ -- OneAmerica FinancialSM is proud to announce the launch of RetirementTrack American Funds, a new investment option ideal for clients looking for a target date series that may be more cost-effective than traditional target date funds (TDFs).

Key Points: 
  • RetirementTrack American Funds offers clients a new, actively managed option
    INDIANAPOLIS, March 6, 2024 /PRNewswire/ -- OneAmerica FinancialSM is proud to announce the launch of RetirementTrack American Funds, a new investment option ideal for clients looking for a target date series that may be more cost-effective than traditional target date funds (TDFs).
  • RetirementTrack American Funds is an actively managed target date series of collective investment trusts (CITs) that are trusteed by Great Gray Trust Company, LLC and only offered on retirement platforms.
  • Recently, OneAmerica Financial celebrated the RetirementTrack target date series' (a similar set of CITs also trusteed by Great Gray Trust Company, LLC) three-year anniversary and surpassing $1 billion in assets.
  • OneAmerica Financial is collaborating with three industry providers on this endeavor: flexPath Strategies, LLC; Great Gray Trust Company, LLC; and American Funds.

OneAmerica® Announces Brand Refresh as OneAmerica Financial℠

Retrieved on: 
Monday, January 29, 2024
OneAmerica Tower, Retirement, OneAmerica Financial Partners

INDIANAPOLIS, Jan. 29, 2024 /PRNewswire/ -- OneAmerica®, a national financial services organization, today unveiled a refreshed brand as OneAmerica Financial℠ . This strategic move aims to create greater awareness and distinctiveness for the company while amplifying its differentiators. Its focus on helping people build greater certainty throughout their financial journey can clearly be seen through a wide range of life insurance, retirement, employee benefits and long-term care solutions.

Key Points: 
  • INDIANAPOLIS, Jan. 29, 2024 /PRNewswire/ -- OneAmerica®, a national financial services organization, today unveiled a refreshed brand as OneAmerica Financial℠ .
  • A modernized logo and redesigned website are the first of many new brand components featured as part of the effort.
  • To learn more about the OneAmerica Financial brand story and view a special video, visit www.oneamerica.com/about-us .
  • "The focus of OneAmerica Financial will continue to be on helping people achieve financial security and peace of mind," said Kelley Gay, senior vice president and chief marketing officer for OneAmerica Financial.

OneAmerica® Appoints New Board Member George Nichols

Retrieved on: 
Wednesday, January 24, 2024
Commissioner, Financial services, Public policy, AARP, University, Central State Hospital, Mental health service, National Association, OneAmerica Financial Partners, American College, Hospital, Marketing, Alice Lloyd College, College, Management

INDIANAPOLIS, Jan. 24, 2024 /PRNewswire/ -- George Nichols III, CAP®, president and CEO of The American College of Financial Services, has been appointed to the OneAmerica® Board of Directors. The OneAmerica Board of Directors has oversight to the long-term direction of the financial services organization.

Key Points: 
  • INDIANAPOLIS, Jan. 24, 2024 /PRNewswire/ -- George Nichols III, CAP®, president and CEO of The American College of Financial Services, has been appointed to the OneAmerica® Board of Directors.
  • The OneAmerica Board of Directors has oversight to the long-term direction of the financial services organization.
  • "We have an exceptional blend of skills and expertise on our board, and we're honored to welcome George and his bold, thoughtful leadership."
  • Nichols earned the Chartered Advisor in Philanthropy® designation after completing The American College of Financial Services' program for philanthropic planning in 2023.

A.M. Best, S&P Global Ratings Each Affirm Strong Performance by OneAmerica

Retrieved on: 
Tuesday, September 5, 2023
Insurance, Home State Life Insurance Company, AUL, OneAmerica Financial Partners, S&P Global, AA, State Life, Credit, Investment, Superior, S&P Global Ratings, Life insurance, Reinsurance

INDIANAPOLIS, Sept. 5, 2023 /PRNewswire/ -- OneAmerica® today announced that A.M. Best and S&P Global Ratings have each separately recognized American United Life Insurance Company® (AUL) and its affiliate The State Life Insurance Company® (State Life), both OneAmerica companies, for their financial strength.

Key Points: 
  • S&P Global Ratings (formerly Standard and Poor's) affirmed an AA- rating, its fourth-highest of 22 possible ratings, for the OneAmerica life insurance companies, AUL and State Life.
  • Everything we do at OneAmerica centers on creating financial security for our members and policyholders," said Scott Davison, chairman, president and CEO of OneAmerica.
  • OneAmerica is the marketing name for the companies of OneAmerica.
  • 1 Calculated by OneAmerica based on data provided by S&P Global Market Intelligence, data linked, 8/31/23

OneAmerica® Celebrates 10 Years of 'Week of Caring'

Retrieved on: 
Monday, August 21, 2023
All Parks Alliance for Change, OneAmerica Financial Partners, Alzheimer's disease, Indianapolis Cultural Trail, Culture, The Children's Museum of Indianapolis, Alzheimer's Association, Gleaners Food Bank, Indianapolis Art Center, Head, Dress, Work, Second Helpings, Museum, International Red Cross and Red Crescent Movement, Feeding America, Red, Success, Tourism

INDIANAPOLIS, Aug. 21, 2023 /PRNewswire/ -- OneAmerica® continues a 10-year tradition of dedicating a full week of volunteer service to its local communities.

Key Points: 
  • From coast to coast, hundreds of associates will assist 29 nonprofits during the 10th annual Week of Caring.
  • Through both in-person and virtual volunteer activities, OneAmerica associates will dedicate their time and talents across several states.
  • "We're exceedingly proud to celebrate our culture of caring for our 10th year, and plan to have many more ahead."
  • Every year associates have the opportunity to collaborate with their colleagues in an immersive, community-focused effort that benefits others.

OneAmerica® Employee Benefits Announces New EOI Program

Retrieved on: 
Wednesday, August 16, 2023
Employee benefits, AUL, EOI, OneAmerica Financial Partners, Life, Smartphone, Health insurance, Online shopping

INDIANAPOLIS, Aug. 16, 2023 /PRNewswire/ -- As OneAmerica continues to evolve its digital experience, the Employee Benefits line of business is announcing a brand-new Evidence of Insurability experience. This new experience is 100% digital and streamlined, eliminating burdensome paperwork for both employees and employers.

Key Points: 
  • INDIANAPOLIS, Aug. 16, 2023 /PRNewswire/ -- As OneAmerica continues to evolve its digital experience, the Employee Benefits line of business is announcing a brand-new Evidence of Insurability experience.
  • EOI is an important matter for employees who need extra coverage but the paperwork and wait time for approval can be overwhelming.
  • The OneAmerica Employee Benefits team has simplified the process, creating a new system that makes the process quick and digital.
  • "This really is a win-win-win for everyone involved in the EOI process and we're proud to be able to offer this enhanced service."

OneAmerica®, Ensight™ Team Up to Encourage Better Long-Term Life Planning

Retrieved on: 
Monday, August 14, 2023
Long-term care, Administration, OneAmerica Financial Partners, Ageing, Community, Research, LTC, Financial adviser

INDIANAPOLIS, Aug. 14, 2023 /PRNewswire/ -- OneAmerica®, in collaboration with Ensight, the leading life, long-term care (LTC) and annuity digital sales acceleration platform, is proud to announce a first-of-its-kind offering that will promote stronger LTC planning conversations between clients and financial professionals.

Key Points: 
  • The new Asset Care Sales Story experience will turn coverage options into LTC solutions through the creation of personalized stories for clients.
  • This will ensure that both the client and financial professional have an opportunity to understand all potential solutions and make the best choice.
  • "We're proud to take the lead on the crucial issue of long-term care planning," said Jeff Levin, vice president, Care Solutions Distribution at OneAmerica.
  • The research discovered that only 54 percent of the financial professionals surveyed are having a LTC planning conversation with their clients.

The Standard has Promoted Tony Soble to Regional Vice President for DCIO Sales

Retrieved on: 
Wednesday, July 19, 2023
Professional Services, Human Resources, Finance, FINRA, NASAA, OneAmerica Financial Partners, Broward College, Principal, Principal Financial Group, Head, The Standard, TPA, Standard, Associate, Financial adviser

The Standard announced the promotion of Tony Soble to the expanding stable value team.

Key Points: 
  • The Standard announced the promotion of Tony Soble to the expanding stable value team.
  • He will work with advisors, outside platform wholesalers and third-party administrators in his role as regional vice president for Defined Contribution Investment Only sales.
  • Soble has more than 17 years of experience in the retirement plan and financial services industry.
  • “Tony’s experience with qualified plans will be a tremendous benefit to both The Standard and our advisor partners,” said Scott Kaplan, assistant vice president and head of institutional products for The Standard.

Study Finds 46% of Financial Professionals Don't Recommend LTC

Retrieved on: 
Thursday, June 29, 2023
Community Living Assistance Services and Supports Act, Insurance, Long-term care, Administration, OneAmerica Financial Partners, Administration for Community Living, Retirement, Face, Risk, LTC, Financial adviser, Nursing

INDIANAPOLIS, June 29, 2023 /PRNewswire/ -- 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.

Key Points: 
  • 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.
  • The results of the survey of financial professionals follows the LTC Consumer Planning Study , which examined perceptions of consumers about LTC.
  • As in the consumer study results, asset-based LTC protection was preferred over traditional LTC protection.
  • The top three reasons financial professionals said they recommend asset-based LTC protection were:
    "Financial professionals who are familiar with asset-based LTC showed they understand how it can benefit their clients," Levin said.

OneAmerica Survey, Whitepaper Offer Insights on Female Financial Advisors

Retrieved on: 
Thursday, February 16, 2023
Life, Woman, Element, McCarthy, Culture, OneAmerica Financial Partners, CS, Empowerment, Face, Motivation, Female, Knowledge, Recognition, Interface (computing), Michigan Office of Retirement Services, Financial adviser, Nursing

INDIANAPOLIS, Feb. 16, 2023 /PRNewswire/ -- OneAmerica® today unveiled findings from a recent survey of over 200 female financial advisors. The results, detailed in a corresponding whitepaper, offer eye-opening insights on what motivates women to join and stay in the financial advisor profession, the unique challenges they face, and the common factors that fuel their success. 

Key Points: 
  • INDIANAPOLIS, Feb. 16, 2023 /PRNewswire/ -- OneAmerica® today unveiled findings from a recent survey of over 200 female financial advisors.
  • Survey of female financial advisors offers insights on what motivates women to join and stay in the profession.
  • "Our program is about coming together to engage, empower and elevate female advisors," said McCarthy.
  • Key highlights from the whitepaper, " Success Factors for Female Financial Advisors ," include:
    Women are attracted to the advisor profession — and motivated to stay — because of the opportunity to help people.