Thank you for attending Care Solutions University (CSU). We hope you learned a lot and had fun. You can find the presentation and marketing materials which were shown, handed out, or referenced under the “Resource” Section.

Resources for you from Care Solutions University:

The Need for Asset-Based LTC

• The Need for Asset-Based LTC Presentation
• Joint Life Deep Dive (I-32412)
• Long-term Care Funding Options (I-32415)

Asset Care

• Asset Care Deep Dive Presentation
• Asset Care Core Brochure (I-32407)

Annuity Care

• Tax-deferred to Tax-free for LTC: Long-Term Care Annuity Presentation
• Annuity Care Core Brochure (I-29172)

Care Solutions Advanced Sales Strategies Resources

• Advanced Sales Strategies Presentation
• Advanced Strategies Guide (I-29427)
• Advanced Sales Trust Reference Guide (I-30230)
• Michael Kitces article on Section 199A deduction from Debbie Minor

Care Solutions New Business Resources

• New Business Presentation
• New Business Guide (I-30914)
• New Business Process Flow (I-30839)

Care Solutions Underwriting Resources

• Care Solutions Process Guide (I-32803)
• Pre-Underwriting Inquiry (I-27281)
• Pre-Interview Worksheet (I-30110)
• Annuity Care Ineligible Impairments List (I-30905)
• Asset Care Ineligible Impairments List (I-30385)
• Third Party Authorization Form (I-20042)

Care Solutions Claims Resources

• Care Solutions Claims Concierge Brochure (I-27661)
• Claims Concierge Process Sheet (I-27660)
• Step-By-Step Guide (I-29369)

Additional Resources 

• Asset Care Producer Overview (I-32414)
• The OneAmerica Difference (I-33305)
• LTC Client Profile
• Care Solutions Live Deep Dives
  • Click here to register for Live Deep Dives
• Annual Report