ONEAMERICA


Associated tags: OneAmerica Financial Partners, Insurance, Financial adviser

Locations: INDIANA, ATHENA, CENTRAL, NORTH AMERICA

OneAmerica® Appoints New Board Member George Nichols

Retrieved on: 
Wednesday, January 24, 2024

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

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

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

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

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.

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

Retrieved on: 
Thursday, June 29, 2023

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

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.

OneAmerica First to Offer PensionPlus for Personalized Retirement Planning

Retrieved on: 
Wednesday, January 25, 2023

INDIANAPOLIS and CHATTANOOGA, Tenn., Jan. 25, 2023 /PRNewswire/ -- OneAmerica® announced it will become the first retirement plan provider to offer PensionPlus™, an innovative, personalized retirement withdrawal, or decumulation, strategy developed with co-founder Shlomo Benartzi.

Key Points: 
  • INDIANAPOLIS and CHATTANOOGA, Tenn., Jan. 25, 2023 /PRNewswire/ -- OneAmerica® announced it will become the first retirement plan provider to offer PensionPlus™, 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.
  • For OneAmerica, a company that strives to highlight the importance of holistic financial wellness for participants, PensionPlus was a natural fit.
  • OneAmerica will offer access to PensionPlus to participants approaching retirement.

OneAmerica® Names David Weisenburger as Next Chief Investment Officer

Retrieved on: 
Thursday, December 22, 2022

INDIANAPOLIS, Dec. 22, 2022 /PRNewswire/ -- OneAmerica® today announced that David Weisenburger will succeed Chief Investment Officer John Mason upon his retirement at the end of May 2023. Mason has served OneAmerica for 36 years, the last 11 as chief investment officer.

Key Points: 
  • INDIANAPOLIS, Dec. 22, 2022 /PRNewswire/ -- OneAmerica® today announced that David Weisenburger will succeed Chief Investment Officer John Mason upon his retirement at the end of May 2023.
  • Mason has served OneAmerica for 36 years, the last 11 as chief investment officer.
  • "Dave has spent his career preparing for this role, and I am excited that this transition allows the passing of the baton of our chief investment officer from one highly capable leader to another," said Andrew Michie, chief financial officer for OneAmerica.
  • Mason will continue to serve as CIO until his retirement in May, with he and Weisenburger working collaboratively through the transition period as deputy chief investment officer.

OneAmerica® Names Global Sales Leader Steven Crowe as Board Member

Retrieved on: 
Thursday, November 10, 2022

INDIANAPOLIS, Nov. 10, 2022 /PRNewswire/ -- Steven J. Crowe, recently retired Dell Technologies global executive, has been named to the OneAmerica®  board of directors, the national financial services provider announced today.

Key Points: 
  • INDIANAPOLIS, Nov. 10, 2022 /PRNewswire/ -- Steven J. Crowe, recently retired Dell Technologies global executive, has been named to the OneAmerica board of directors, the national financial services provider announced today.
  • Recently retired Dell Technologies global executive Steven J. Crowe has been named to the OneAmerica board of directors
    Crowe, of Scottsdale, Arizona, is a high-energy, results-oriented business leader with over 30 years' experience driving and accelerating revenue growth and profitability, most recently with Dell Technologies, a multinational I.T.
  • He was part of the integration team and then promoted to the rebranded Dell Technologies as president of Global Specialty Sales & Pre-Sales.
  • "I am deeply humbled to join the board at OneAmerica," said Crowe.