Friday, March 29, 2024

OneAmerica

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OneAmerica®, a national provider of insurance and financial services, announced enhancements to its suite of whole life insurance products to provide more robust, flexible options to clients. Whole Life Select, Whole Life 95 and Whole Life 121 products now include several new features that make them some of the most diverse in the industry.

“As part of the 7702 regulatory changes, we’re evolving our product designs in a way that modernizes them and emphasizes flexibility to better meet the needs of today’s clients,” said Mark Scalercio, senior vice president and head of distribution of Individual Life and Financial Services. “We’re dedicated to providing affordable whole life coverage, while also delivering products to the market that stand the test of time.”

While the product portfolio will continue to offer strong guarantees, death benefits, cash value growth and tax advantages, OneAmerica is giving clients more customization opportunities and the potential for added financial benefits through its recent whole life release. A highlight of the product changes is a new guaranteed interest rate that impacts gross premiums, cash value and dividends. The rate decrease to 3.25 percent impacts the base policy cash values, paid-up additions cash values, 7-pay premiums and other product values. OneAmerica continues to allow policyholders to choose from various payment periods, allowing financial professionals to tailor a policy to a clients’ specific financial planning needs.

The products also make available many riders, which provide an opportunity for greater customization for client needs. Highlights include the Indexed Dividend Option and the Survivor Purchase Option, which can present advantages for long-term estate preservation. Another option, the Paid-Up Additions Rider (PUAR), offers one of the lowest up-front load charges in the industry at six percent. When the PUAR is paired with the Enhanced Blended Insurance Rider or Same Insurance Term Rider, it provides flexibility to a financial professional to adjust the policy to a client’s goals and budget. Policyholders benefit from this rider by using more of each payment in the purchase of whole life insurance.

“The product changes are a testament of our financial strength and will better enable our distribution partners to meet the needs of our clients,” said Scalercio.

OneAmerica® is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), Indianapolis, IN, a OneAmerica company. Whole Life 95, Whole Life 121 and Whole Life Select form numbers: L-60 and L-60SP. Not available in all states or may vary by state. All guarantees are subject to the claims-paying ability of AUL. Dividends are not guaranteed, past performance is not indicative of future results, and actual results may vary.

Allianz

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To help registered investment advisers (RIAs) manage transition and longevity risks in client portfolios, Allianz Life Insurance Company of North America (Allianz Life) recently announced it has launched an advisory version of its Allianz Index Advantage Income® Variable Annuity. The Allianz Index Advantage Income ADVSM Variable Annuity offers an advisor-centric product design with seamless integration, low fees1, greater control and enhanced fee billing.

In a recent Allianz Life study*, 88 percent of financial advisors said it is more important to effectively manage risk in client portfolios than generate the highest gains. The product can help address retirement risks associated with the rising cost of living over a longer retirements by offering indexed return potential with a level of protection through multiple crediting methods (also called index strategies), tax deferral, a variety of lifetime payout options, and a choice of death benefit options within the accumulation phase.

“The Index Advantage Income ADV offers investment advisory representatives (IARs) and their clients a modern approach to managing retirement risks like longevity and inflation,” said Heather Kelly, senior vice president of Advisory and Strategic Accounts, Allianz Life. “The product offers low fees1, greater control in managing assets, commission-free, and enhanced fee-billing while seamlessly integrating into financial planning, portfolio management and reporting platforms. These features help to remove some of the barriers that have previously prevented RIAs from integrating insurance into holistic financial plans.”

In addition to the robust product benefits, advisors can leverage their preferred financial planning and portfolio management tools to help demonstrate the value of integrating insurance solutions to clients.

Learn more about the product and get supporting materials and dedicated resources at www.allianzlife.com/advincome.

1) A 0.25 percent product fee and 0.70 percent Income Benefit rider fee are accrued daily and deducted on each quarterly contract anniversary, calculated as a percentage of the charge base. The Income Benefit rider is automatically included in the contract at issue and cannot be added to a contract after issue.

*Allianz Life and Zeldis Research conducted an online survey in February and March of 2021 with a nationally representative sample of 289 financial advisors. Respondents included IARs and hybrid advisors with 5+ years of experience who make product recommendations to clients, have at least half of their business from individual clients, as well as an AUM of more than $25 million and 97 percent with AUM of more than $50 million.

As with any investment vehicle, index variable annuities are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that contract values, upon distribution, may be worth more or less than the original cost.

Withdrawals will reduce the contract value and the value of any protection benefits. Withdrawals taken within the contract withdrawal charge schedule will be subject to a market value adjustment. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent federal additional tax.

For more complete information about Allianz Index Advantage Income ADV Variable Annuity and the variable option, call your financial professional or Allianz Life Financial Services, LLC at 800.624.0197 for a prospectus. The prospectuses contain details on investment objectives, risks, fees, and expenses, as well as other information about the variable annuity and thee variable option, which you should carefully consider. Please read the prospectuses thoroughly before sending money.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America and do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Products are issued by Allianz Life Insurance Company of North America and are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (L40538-IAI)

Product and feature availability may vary by state and broker/dealer.

Allianz

In honor of their 125th anniversary, Allianz Life Insurance Company of North America (Allianz Life) today announced a $125,000 matching donation to Midway-area food shelf provider Keystone Community Services. This matching gift will be used to renovate and equip a new 20,000 square-foot Community Food Site in St. Paul’s Midway neighborhood that will help Keystone bring more food and resources to more people.

The new Keystone facility, located at 1800 University W. in St. Paul, will offer:

  • A large shopping area for people to select foods that meet their needs
  • Increased capacity to receive and store donated food and household essentials
  • Space for staff to meet people privately to discuss crisis assistance and connect to other resources
  • Large areas to offer more volunteer opportunities for people to support hunger relief efforts
  • Space to offer community programs like tax assistance preparation and classes

“We can think of no better way to celebrate this milestone anniversary for Allianz Life than by reinforcing our commitment to making a positive difference in the community through giving and volunteerism,” said Allianz Life President and CEO Walter White. “As naming rights sponsor of Allianz Field, we have a true connection to the Midway and a responsibility to support our neighbors in need. Keystone has been a crucial community resource for more than 80 years, so we’re proud to support their continued efforts to fight hunger in Minnesota.”

Today, one in nine Minnesotans face hunger and experience food insecurity, a situation that has only intensified since the start of the pandemic. Those interested in donating to support a new community food site that will provide more healthy food for people living in St. Paul and the Midway Neighborhood can visit donorbox.org/AllianzLifeKeystone125 and have their gift immediately doubled.

“The face of hunger in Minnesota is changing rapidly, with increasing numbers of youth and seniors experiencing food insecurity,” said Mary McKeown, president and CEO, Keystone Community Services. “As more of our neighbors find themselves in need of our services, we’re grateful for our strong partnership with Allianz Life. Their support of our new community food site in the Midway will help more families, individuals and seniors have access to healthy food.”

Allianz Life started working with Keystone to help address food insecurity in 2018, helping to stock their food shelves during the pivotal summer months when donations are typically lower. Since then, the two organizations have partnered to stage multiple food donation and distribution events, including six “Free Farmers Market In a Box” events at Allianz Field. To date, those events have delivered more than 250,000 pounds of food to more than 4,000 households in the Midway and surrounding communities.

Minnesota United has also been a key partner in supporting Midway residents through the Free Farmers Market In a Box events, and will be making a $75,000 donation to Keystone’s capital campaign. For more information about Minnesota United’s work in the community, visit mnufc.com/news/articles and click on “Community News.”

In addition to celebrating 125 years, the $125,000 matching gift donation is part of Allianz Life’s Spirit of Summer Giving campaign. Running from July 13-22, this charitable giving campaign supportted local charities, including PRISM and Keystone, with food, clothing and cash donations. In 2020, Allianz Life employees contributed more than 8,500 volunteer hours and more than $4 million to support the community.

Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2020, Allianz Life provided additional value to its policyholders via distributions of more than $10.1 billion. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

Foresters Financial

Foresters Financial™ (Foresters), the fraternal life insurer that’s boldly redefining the life insurance industry through innovation, purpose and wellness, and Whole Kids Foundation, a nonprofit established by Whole Foods Market and dedicated to helping to improve children’s nutrition, are joining forces to help Henderson-area elementary schools expand their edible learning spaces through $9,000 in garden grants and hands-on support.

Through the partnership, Robert L. Taylor Elementary School, Nate Mack Elementary School and CT Sewell Elementary School are each receiving a jointly funded $3,000 grant, along with volunteer support from local members of Foresters to help bring their proposed garden project to fruition. They reflect the unique needs and desires of each school and the students, teachers, and communities they serve.

  • CT Sewell Elementary School—On Saturday, August 7, Foresters member volunteers joined teaching staff, students and parents to help repair fencing and an existing strawberry tower, and to construct raised planter boxes to make the outdoor garden more accessible to students. The school plans to provide garden lessons to its more than 700 students at least once per month, as well as tasting and cooking demonstrations at least twice per year.
  • Nate Mack Elementary School—On Saturday, September 25, member volunteers, teachers and students came together to add a “Niki Franklin Memorial Butterfly Garden” to the school’s existing edible garden in honor of a beloved fourth-grade teacher who passed away in September of 2020. It was built next to the outdoor garden located at the entrance of the playground where families can gather daily. The butterfly garden includes native flowering plants, including milkweed plants so it can qualify as a certified “Monarch WayStation”—a stop on the typical flyway for Monarchs wintering in California. The garden also serves as a sanctuary and living classroom for students and teachers to enjoy year-round.
  • Robert L. Taylor Elementary School—On Sunday, October 24, member volunteers, staff, students and parents helped the school reach its goal of making its desert garden a usable field trip area for neighboring schools, as well as enhancing its existing edible garden to grow more produce for students to enjoy. The school’s garden serves as outdoor classrooms as well as an eating area for students and staff to enjoy. The school also runs an after-school Garden Club, attends farmer’s markets with students and features its garden during family nights and carnivals so the community has regular access to enjoy the space.

“We love supporting edible school gardens because we know that the more connected kids feel to their food, the more curious they become about how things grow or taste, and the more willing they are to try new foods,” said Chanta Williams, a senior program manager for Whole Kids Foundation. “We are so inspired by the Foresters commitment to sustainability. We truly value this budding partnership that allows us to achieve more together than any one organization could achieve on its own.”

Grants were funded in part by the foundation and in part by Foresters in a new partnership model.

Foresters Member Coordinator Janice Darby said, “Providing opportunities to give back, including through community grants, is integral to Foresters’ purpose and we are pleased to partner with Whole Kids Foundation to help in Henderson.”

All three schools are part of Green Our Planet’s network of schools. Green Our Planet is a nonprofit that runs the largest and one of the most comprehensive STEM (science, technology, engineering and math) school garden and hydroponics programs in the United States. The nonprofit’s Outdoor Garden STEM Program helps public and private schools build outdoor school gardens and implements comprehensive programming so that students can learn a variety of subjects including STEM, nutrition, and conservation.

Since its founding ten years ago, Whole Kids Foundation has served more than 10 million children by supporting more than 12,000 schools through more than $42 million in grants. In addition to Garden Grants, the Foundation funds salad bars in schools, Bee Grants to support educational beehives at schools, health and wellness education for teachers and school food service workers, and scratch cooking initiatives.

Life Insurance with a Larger Purpose
Foresters goal is to develop innovative member benefits, products, and service offerings that promote a lifetime of well-being, and align with Foresters’ fraternal purpose to enrich the lives of families and their communities. That’s life insurance with a larger purpose.

Bringing a better, new normal to everyday North American families, Foresters offers a suite of unique member benefits and is redefining the conventional life insurance model. Member benefits include opportunities for scholarships, orphan benefits, community volunteer grants, Wills and other legal documents, Lifelong Learning, MemberDeals, and more.

Foresters Financial is quietly redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 20 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.

Whole Kids Foundation supports schools and inspires families to improve children’s nutrition and wellness. Founded by Whole Foods Market in 2011, the independent, nonprofit organization is based in Austin, TX, and serves schools and organizations in the U.S., Canada and the U.K. For more information on the Foundation’s school programs including school gardens, salad bars, beehives, and nutrition education for teachers, visit wholekidsfoundation.org. For ongoing news and updates, follow Whole Kids Foundation on Facebook, Instagram or Twitter.

Aetna

OneSight, a leading global vision care nonprofit, collaborated with Aetna, a CVS Health company, to offer free eye exams and glasses to 333 children and adults in the Pittsburgh area. Out of the patients seen, 96 percent needed glasses. The three-day charitable clinic was sponsored by Aetna.

The event addressed unresolved vision needs for individuals and families throughout Pittsburgh who may otherwise lack access to eye exams and glasses. Leveraging OneSight’s proven clinic model and manufacturing capabilities, most participants in need of glasses received their newly prescribed, quality eyewear on-site. The vision clinic took place at the CVS Health Workforce Innovation and Talent Center located inside of Ebenezer Baptist Church.

“Given the barriers many Pittsburgh families face in accessing necessary health care services, such as vision care, Aetna recognizes the need to meet people where they are and facilitate access to eye exams and glasses at a location that is convenient to them,” said Mike Cole, Keystone President and North Atlantic Territory Lead, Aetna. “Collaborating with providers such as OneSight allows us to continue to deliver on our commitment to communities to bring our heart to every moment of their health.”

According to a study by OneSight and Deloitte, there are more than one billion people globally who need glasses, but don’t have access to get them. Studies show that clear sight can dramatically impact learning, job performance and earning potential. Clear sight can help students learn up to twice as much in school and can help increase a worker’s productivity by 35 percent and enable them to earn 20 percent more.

“Thanks to Aetna’s dedicated partnership and generous support we’ve been able to provide access to eye exams and glasses to those in need in the Pittsburgh community,” said K-T Overbey, President and Executive Director, OneSight. “We know that access to vision care can be life changing, and we’re grateful to Aetna and our doctors and volunteers for helping us ensure that lack of access to vision care is not a barrier for the Pittsburgh community.”

For more information about vision care and how to get involved, visit OneSight.org.

OneSight is a leading global nonprofit dedicated to creating a world where lack of access to vision care is no longer a barrier to human achievement and potential. From one-week charitable clinics to long-term self-sustaining vision centers, OneSight delivers quality eye exams and glasses to underserved populations globally. In 33 years, OneSight has served 10 million people in 50+ countries and has provided permanent vision care access to more than 42 million people.

Aetna, a CVS Health business, serves an estimated 34 million people with information and resources to help them make better informed decisions about their health care. Aetna offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, and medical management capabilities, Medicaid health care management services, workers’ compensation administrative services and health information technology products and services. Aetna’s customers include employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups and expatriates. For more information, visit aetna.com and explore how Aetna is helping to build a healthier world.

OneAmerica

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The Individual Life and Financial Services (ILFS) line of business at OneAmerica® is positioning the business for growth by making three key leadership appointments in distribution, recruiting and business development. Mark Scalercio, senior vice president and head of distribution for ILFS, recently announced the personnel moves and how they positively impact strategic growth:

Jeff Levin was promoted to vice president of distribution for Care Solutions. The 25-year financial professional, a thought leader in the long term care industry, now leads a team of divisional vice presidents, regional sales directors and managers. Levin also oversees the account management team in the distribution, sale, and support of the company’s Care Solutions product line. Levin, who joined OneAmerica in 2019, previously was a divisional vice president, responsible for expansion of Care Solutions products, including life and annuity asset-based long term care products.

A winning business leader with deep commercial experience, Levin is regarded as a collaborative, hands-on leader with a passion for helping others achieve their goals. He is certified in long term care and Six Sigma. He is a sought-after panelist and thought leader among the industry’s associations and trade publications. Levin is a board member for the Intercompany Long-Term Care Insurance Conference Association, Inc. (ILTCi), participates in the National Association of Insurance and Financial Advisor’s (NAIFA) Long Term Care Legislative Working Group, and is a member of the Bank Insurance & Securities Association (BISA) Steering Committee. Levin is a graduate of the University of California at Santa Barbara.

Kristin Dorm was promoted to ILFS vice president of agency growth and development. Dorm joined OneAmerica in 2020 as the national director of recruiting and agent development, in which she made a great impact recruiting for the company’s Career Distribution channel and increased diversity among its general agents. In her new role, Dorm is leading the charge in driving growth, creating recruiting excellence and supporting the deployment and adoption of innovative recruiting and agent development initiatives. With nearly 20 years of recruiting experience in the financial services industry, she excels in connecting the right people with the right opportunity. Dorm is a thought leader on diversity, equity and inclusion. She recently joined NAIFA’s Diversity Equity and Inclusion Council to provide guidance, advice and support to important diversity initiatives in the financial services industry. She has been active in promoting and supporting The American College’s Conference of African American Financial Professionals (CAAFP). Dorm has a Bachelor of Business Administration from the Isenberg School of Management from the University of Massachusetts at Amherst.

David Junker joined OneAmerica in September as ILFS vice president of business development. Junker is overseeing the entire internal sales organization, including advanced markets, field sales training and the sales development teams. In addition, Junker will be critical to driving strategy and translating that strategy into action plans. Junker has nearly three decades’ experience through various roles that include sales director, director of advanced strategies and vice president of insurance sales. Junker holds a law degree from William Mitchell College of Law and a Bachelor of Arts from Purdue University.

OneAmerica® is the marketing name for the companies of OneAmerica.

Mutual of Omaha

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Employees enrolled in Mutual of Omaha’s Employee Assistance Program now have two ways to request EAP services. In addition to a 1-800 number, employees now have access to an Online Service Request Form on the EAP website to request services.

Once an employee submits a request for services, an EAP professional will respond in a timely manner. That means employees can spend less time worrying about the challenges in their lives and continue to be the productive workers that their employers know and trust.

For over 25 years, Mutual of Omaha’s in-house EAP has been staffed by licensed, master’s level counselors. Our exclusive provider network and personalized provider matching allow us to quickly get the help customers need. With increased mental health awareness, Employee Assistance Programs continue to grow in popularity and demand. Mutual of Omaha is continuously exploring additional resources for employers who want to help their employees personally and professionally.

“At Mutual of Omaha, we are continually working to improve our customers’ experience by listening to understand their needs,” said Kurtis Stewart, senior vice president of Underwriting, Workplace Solutions at Mutual of Omaha. “With the new ways to reach our EAP team, we’re responding to those needs with improvements that will make getting the help an employee needs simple and convenient.”

For more online EAP resources, visit http://www.mutualofomaha.com/eap.

LifeSecure

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LifeSecure Insurance Company announced a strategic partnership with iptiQ to simplify the life insurance buying experience by launching simplified issue final expense and term life insurance products.* Available on August 1, the two products mark LifeSecure’s first expansion into the life market.

“Helping people plan for life’s unexpected events is at the heart of our mission, and we’re excited to extend that commitment to life insurance,” said Patrick J. Prichard, LifeSecure president and CEO. “The past year and a half has shown us all the importance of financial protection and preparing for the unexpected. Our partnership with iptiQ will help us and our distribution partners connect more families with straightforward, affordable coverage to protect what matters most.”

iptiQ was created in 2016 by Swiss Re, a leading wholesale provider of reinsurance and insurance headquartered in Zurich. Together, iptiQ and LifeSecure will deliver a best-in-class digital buying experience, simple application process, and easy to understand life solutions to individuals and families in the United States.

“LifeSecure and iptiQ share several company values, like using innovative solutions and technology to simplify the process of buying life insurance and creating a better future for our policyholders and their beneficiaries,” said Niels Keuker, chief marketing and sales officer of iptiQ Americas. “We’re excited to partner with LifeSecure in providing affordable insurance coverage and a streamlined digital journey to agents and customers.”

*The final expense and term life insurance products are both underwritten by iptiQ’s insurance carrier, Lumico Life Insurance Company. Both products will be available in Washington D.C. and in all states except New York. The final expense insurance product will not be available in Montana. Certain benefit riders will not be available in California.


Based in Brighton, Mich., LifeSecure Insurance Company is dedicated to its mission of delivering an exceptional insurance experience. The company offers supplemental health, long term care and life insurance products. LifeSecure is licensed in 49 states and the District of Columbia. Additional information is available at http://YourLifeSecure.com.


iptiQ is a division of Swiss Re, providing a cutting-edge digital insurance platform, world-class underwriting capabilities and high-value life and health insurance products. Its digital platform helps carriers and distribution partners accelerate access to new customers and products. iptiQ entered the U.S. market in 2016 to address the $26T insurance protection gap. To learn more, visit http://iptiQ.com.

Allianz Life

Allianz Life Insurance Company of North America (Allianz Life) recently announced that it has renewed $300,000 in grants to Twin Cities nonprofits focused on improving economic inclusion and security among underserved communities. The funds support financial literacy programs that teach money management, provide asset-building initiatives, and offer financial resources for people of all ages and backgrounds.

“These grants are an important way to close gaps in financial literacy, and to help secure the future of people who have traditionally received little financial education,” said Walter White, president and CEO, Allianz Life. “By working with partners in the community, we can help address these disparities, which contribute so significantly to other inequities in our community.”

The following nonprofits received a 2021 Financial Literacy Grant:

  • CAPI USA—$15,000 to support their Economic Empowerment Program
  • CLIMB Theater—$30,000 to support their financial literacy plays
  • CLUES—$20,000 to support their Economic Vitality Services
  • College Possible—$30,000 to support their Financial Literacy Curriculum
  • Dress for Success Twin Cities—$15,000 to support their Professional Intelligence Program
  • Emerge Mother’s Academy—$15,000 to support their Financial Literacy Program
  • FamilyMeans—$25,000 to support their Financial Solutions Program
  • HIRED—$15,000 to support their Building Family Assets Program
  • Hmong American Partnership—$15,000 to support their Financial Literacy Expansion
  • Lutheran Social Services—$25,000 to support their Four Cornerstones of Financial Literacy Program
  • Minnesota Council on Economic Education—$25,000 to support their overall program
  • Prepare + Prosper—$25,000 to support their Financial Capability Program
  • Project For Pride In Living (PPL)—$20,000 to support their Career Training and Financial Empowerment Program
  • Twin Cities RISE!—$25,000 to support their Financial Education Program

In addition, the company has also contributed $75,000 each to Junior Achievement of the Upper Midwest and BestPrep, two local organizations that provide business, entrepreneurial and financial literacy programs for students. As part of its Biz Town partnership, Junior Achievement of the Upper Midwest will receive another $25,000.

Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2020, Allianz Life provided additional value to its policyholders via distributions of more than $10.1 billion. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, MN, home of Major League Soccer’s Minnesota United.

OneAmerica

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OneAmerica®, a national provider of insurance and financial services, has promoted Kelley Gay to chief marketing officer (CMO).

With nearly 25 years of experience in the financial services industry, Gay has served OneAmerica in various leadership capacities for more than a decade. Since 2019, she has led the company’s enterprise marketing and communications strategy, driving exceptional brand experiences and positive results across the business.

Gay has played a key role in shifting OneAmerica to a customer-centric organization enabling the enterprise to meet and exceed the expectations of its stakeholders. In addition, her leadership has helped raise the company’s and business lines’ market visibility by aligning marketing, digital, communications and brand experiences to core strategic objectives—ultimately aiding in the growth of new business and retention.

“Kelley’s track record of high performance, combined with her deep industry expertise and strategic acumen, will be instrumental for OneAmerica as we take our brand to the next level,” said Karin Sarratt, executive vice president, OneAmerica. “With a career at OneAmerica highlighted by many successes, perhaps most important are her contributions toward helping us build a bright and thriving culture grounded in our relationships with each other and our stakeholders. I can’t think of a more exceptional executive than Kelley to lead us as we scale and further advance our market position.”

As head of enterprise marketing and communications, Gay oversees marketing, executive, internal and external communications, digital experiences, market visibility, brand management, customer relationship management, reputation management, custom marketing and financial wellness programming, marketing operations and portfolio strategy, and customer experience management. In previous appointments at OneAmerica, Gay held multiple marketing leadership positions for the enterprise as well as for the Individual Life and Financial Services and Retirement Services business lines.

“It’s rare to find a company with the people, culture and opportunity that OneAmerica has right now. I am proud to be a part of such an important point in OneAmerica’s growth trajectory,” said Gay. “My team is poised to help position the company for enduring success by delivering positive brand experience for our stakeholders and impactful outcomes for our business.”

Before joining OneAmerica, Gay held several marketing leadership roles at MassMutual Financial Group, focusing on building customer relationships with emerging consumer segments, career agency and independent brokerage marketing and product and services marketing. Earlier in her career, she worked with Phoenix Home Life and was a licensed financial advisor with Smith Barney.

Gay received her bachelor’s degree in English from the University of Connecticut, where she also earned Big East All-Academic Team awards as a member of the basketball team from 1994-1998.

OneAmerica is the marketing name for the companies of OneAmerica.

A national provider in the insurance and financial services marketplace for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products. To learn more about the products, services and the companies of OneAmerica, visit http://OneAmerica.com/companies.

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