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Retirement Services
OneAmerica Closes Acquisition of BMO’s U.S. Retirement Services Business
Indianapolis September 30, 2015
Fast-growing industry leader adds $26 billion in assets
OneAmerica announced today that it has completed its previously announced acquisition of BMO Financial Group’s Milwaukee-based, U.S. retirement services business, now part of OneAmerica Retirement Services LLC. Terms of the agreement were not disclosed. “We welcome BMO Retirement Services’ clients, advisors and associates to the OneAmerica family, and we look forward to working together to achieve the retirement dreams of each plan participant we serve. This is our most important goal,” more...
OneAmerica to acquire BMO’s U.S. retirement services business
Indianapolis June 26, 2015
Second-fastest-growing company in industry to add $26 billion in assets
OneAmerica and BMO Financial Group (TSX: BMO) (NYSE: BMO) announced today that they have reached an agreement for OneAmerica to acquire BMO’s Milwaukee-based, U.S. retirement services business, BMO Retirement Services, a division of BMO Global Asset Management. Terms of the agreement were not disclosed. “Adding BMO’s retirement services business enhances our already strong position as a leader in the retirement services industry and complements our high-touch, relationship-based service more...
OneAmerica to Sponsor Annual Retirement Income Conference
Indianapolis June 15, 2015
Retirement Income Industry Association® (RIIA®) marks 10th anniversary at September conference in Indianapolis: “Mapping the New Realities of Retirement”
OneAmerica will be the title sponsor of the 2015 Retirement Income Industry Association annual conference to be held this fall in Indianapolis from September 16-18. “Mapping the New Realities of Retirement” will offer attendees valuable insights on emerging retirement income trends and will cover issues such as modern portfolio theory, life insurance, investment management, unique challenges facing women, Social Security, Medicare and retirement healthcare costs. In addition, thought leaders more...
Integrated approach to retirement income planning yields greater wealth
Indianapolis May 12, 2015
Research finds unique strategy may create more income and larger financial legacy
According to a new white paper authored by Wade Pfau, Ph.D., CFA, a more integrated approach to retirement income planning—using investments, income annuities and whole life insurance—may yield higher income and greater legacy wealth than an investment-only strategy. The paper was distributed by OneAmerica at their annual Economic Summit. “For years, Americans have focused on building a nest egg for retirement” said Dr. Pfau, a professor of retirement income at The American College for more...
OneAmerica® launches new programs at National Sales Meeting
Indianapolis March 6, 2015
Practice management for advisors and retirement readiness for plan sponsors lead the way in new offerings
At its annual National Sales Meeting, the companies of OneAmerica® launched new programs building upon its already strong retirement resources. One of the most significant value-ads unveiled at this year’s meeting is a practice management program for financial advisors that offers strategies in areas such as sales, marketing, branding, human resources, client services, finance and operations. “This new platform is designed to help financial advisors grow their business,” said Bill more...
OneAmerica® adds staff and continues field alignment
Indianapolis February 16, 2015
Tammy Ouverson joins OneAmerica to lead Retirement Services National Accounts team
The companies of OneAmerica® today announced the continuation of a three-region sales and distribution structure for retirement services with the alignment of the Field Services and the National Accounts teams. Last June, OneAmerica expanded to a three-region sales structure to penetrate the market more effectively. The new alignment for each team improves geographic proximity, creates efficiencies and increases productivity. “As our business continues to expand and grow, this alignment more...
OneAmerica® continues relationship with financial guru Peter Dunn
Indianapolis February 10, 2015
Dunn to provide financial wellness education through materials, videos and live events through 2017
The retirement services division for the companies of OneAmerica will again feature Pete the Planner® in dozens of videos, podcasts, educational materials and live events through 2017. Peter Dunn is a former financial advisor turned author, talk show host and TV news personality. He’s the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January. “We had tremendous success working with Pete in 2014,” said Bill Yoerger, president of more...
OneAmerica® marks 2014 success for Pension Risk Transfer buy-out product
Indianapolis January 26, 2015
Inaugural year brings in $51 million in sales
In its inaugural year, Pension Risk Transfer, a Single Premium Group Annuity guaranteed buy-out product that allows plan sponsors to transfer pension liabilities to OneAmerica, exceeded its first year expectations, ending the year at $51 million in sales premium. “We’re extremely pleased with last year’s successful outcome,” said Andy Wilkinson, vice president for the companies of OneAmerica. “With our financial strength, commitment to service, and strong investment performance, we expect our more...
OneAmerica® uses tax exempt experience to land new retirement plans
Indianapolis January 14, 2015
Tennessee regional office works with healthcare organizations to improve retirement offerings despite healthcare industry challenges
The Tennessee regional office for the companies of OneAmerica recently worked with four healthcare organizations to help the employers enhance their retirement plans despite challenges in today’s healthcare market. “With more than 50 years of experience in the tax exempt and healthcare market, OneAmerica is uniquely positioned to help these organizations improve their retirement offerings,” says Kevin Kidwell, vice president of national tax exempt sales. “We are innovators in the tax exempt more...
OneAmerica® hires new regional sales director for retirement services
Indianapolis January 13, 2015
David Scheetz to oversee retirement sales in West Virginia/Virginia
David Scheetz has been named regional director of retirement sales for West Virginia/Virginia for the companies of OneAmerica. In this role, Scheetz will be leading sales and marketing efforts to advisors and plan sponsors of retirement plans in the small to mid-sized marketplace. He will be based out of Richmond, Virginia. “David’s extensive experience in the retirement plan market will greatly benefit our clients,” said Paul Citron, vice president of national sales for the companies of more...
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