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Pete the Planner® to Provide Videos, Podcasts, Guides for OneAmerica®
Witty, easy-to-understand tips inspire and assist participants in retirement planning
Indianapolis, March 4, 2014
The retirement services division for the companies of OneAmerica® will feature Pete the Planner® in dozens of videos, podcasts and other educational materials in 2014. Peter Dunn, former financial advisor turned author, talk show host and TV news personality was ranked fourth most influential personal finance broadcaster in the nation behind Jim Cramer, Dave Ramsey and Suze Orman by Cision in 2012.
“Having easy-to-understand tools and information is essential to helping individuals and their families prepare for retirement,” said Bill Yoerger, president, retirement services for the companies of OneAmerica. “Pete the Planner is friendly, approachable, humorous and makes complicated, sometimes intimidating financial topics easy to understand.”
“We each have a responsibility to manage our finances and prepare for the future,” said Dunn. “It doesn’t have to be complicated, and it’s never too late to start. I’m thrilled to work on behalf of OneAmerica to deliver tips and information that will help more people prepare for retirement in very do-able ways.”
Dunn, also known as Pete the Planner, will host live events for OneAmerica and will be featured in dozens of videos, 10-minute podcasts and financial guides on such topics as How to Buy a House, Setting Financial Goals, How to Budget and Financial Guide for Single Parents.
Pete the Planner resources will encourage employees to participate in and increase deferrals in their retirement plans and, essentially, help them to plan better for retirement. As host, Dunn will seamlessly present and explain financial concepts and products in an energetic and unique way. Many of the resources will be available at oneamerica.com.
OneAmerica is also licensed to host Mock Retirement® sessions and use the program’s materials to help plan participants practice retirement so they can better understand what it takes to prepare for this stage in life.
“Pete the Planner expands our offerings to plan sponsors and advisors and will be a lively addition to our educational resources for retirement plan participants,” said Marsha Whitehead, vice president of marketing for retirement services. “Everyone can benefit from his no-nonsense, matter-of-fact explanations of financial concepts.”
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About OneAmerica
OneAmerica Financial Partners, Inc., headquartered in Indianapolis, Ind., has companies that can trace their solid foundations back more than 135 years in the financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other customers. These products include retirement plan products and services, individual life insurance, annuities, long-term care solutions and employee benefit plan products. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
The products of the OneAmerica companies are distributed through a nationwide network of employees, agents, brokers and other distribution sources that are committed to increasing value to policyholders by helping them prepare to meet their financial goals.
About Pete the Planner
Peter Dunn (a.k.a. Pete the Planner) is an award-winning comedian and an award-winning financial mind. He released his first book, What Your Dad Never Taught You About Budgeting, in 2006 and has since released four additional books (Avoid Student Loans, Mock Retirement, What Your Dad Never Taught You About Budgeting 2nd edition & 60 Days to Change). He is the host of the popular radio show The Pete the Planner Show on 93 WIBC FM and the resident Fox59 News personal finance expert. Pete was also the mastermind behind 24 Hour News 8’s 60 Days to Change and has appeared regularly on Fox News, Fox Business, CNN Headline News and numerous nationally syndicated radio programs. His firm creates and implements financial wellness programming for organizations all over the world. You can learn more about Pete at www.petetheplanner.com.
About AUL
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and is focused on providing a strong portfolio of products for individuals, families and businesses. AUL provides local service through a national network of experienced professionals utilizing an extensive menu of financial products, including retirement plan products and services, life insurance, annuities and employee benefit plan products. The company helps consumers prepare for tomorrow by helping to protect their financial futures.
About McCready and Keene, Inc.
McCready and Keene, Inc., a OneAmerica company, is an actuarial and retirement benefits consulting firm that focuses on designing, installing and administering customized retirement plans. Based in Indianapolis, Ind., McCready and Keene provides actuarial services to defined benefit plans and provides record keeping services to employee stock ownership plans and other defined contribution plans, including a trust program that uses an open architecture investment platform available to 401(k), 403(b), 457, money purchase pension, and profit sharing plans.
Jo Lynn Garing, Media Relations Director, 317-285-1485
jolynn.garing@oneamerica.com
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