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Products March 6, 2015
OneAmerica Expands Adviser Value-Add Program
An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.
Reported by PLANADVISER staff
OneAmerica says its expanded value-add capabilities for financial advisers can help boost practice value and growth through nearly 60 distinct solutions. These include client education materials, data sheets and a variety of adviser tools.
For example, the branding solution helps an adviser establish and deliver his “brand promise,” OneAmerica says. The client service solution explains how to redefine value and incorporate high-gain strategies into the adviser’s client service model.
OneAmerica also unveiled a new retirement readiness program for plan sponsors that pulls together a variety of products, services and technology to help improve employees’ retirement outcomes.
“The retirement readiness program offers everything a plan sponsor needs—from innovative plan design features to an exceptional online education toolbox—to drive better participant retirement readiness results,” says Bill Yoerger, president of retirement services for the companies of OneAmerica.
The products of the OneAmerica companies are distributed through a nationwide network of agents, brokers and other distribution sources. More information is at www.OneAmerica.com/companies.