Here’s what your Insurance Brokerage Director can do for you

Home Office Support

Behind your Insurance Brokerage Director is a Home Office team devoted exclusively to Brokerage. Directors of Brokerage, Product Specialists and Marketing and Communications Specialists work to ensure that your Brokerage Director has everything necessary to best serve you.

Exclusive Underwriting Service

We know the importance of dedicated underwriters to help move your business faster and we’re ready to assist you with competitive appraisals on every case. That’s why we’ve got both a dedicated Life Underwriting unit and a dedicated Disability Income Underwriting unit exclusive to your brokerage business. The members of these teams understand brokerage business, and have the experience necessary to cater to your business needs. From Best Class to High Risk, your business is our expertise.

Estate and Business Planning Made Clearer

A dedicated team of sales professionals committed to helping ensure that your clients’ unique estate planning goals are met in a custom tailored manner. The advanced sales staff works in conjunction with outside counsel, tax advisors and accountants to help you with case consultations, sales call collaborations and advanced sales strategies. Major areas of focus include:

• Retirement Planning
• 412(e)(3) Qualified Plans
• Split Dollar Arrangements
• Business Succession Planning
• Irrevocable Life Insurance Trusts
• Executive Benefit Plans
• Charitable Gifting Plans
• Estate Plan Funding

Product Portfolio

Whether you’re helping clients address the insurance needs of their new business or prepare for retirement, we’ve got a product that can help. Our broad variety of Life, Disability Income and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.

• Term Life
• Whole Life
• Universal Life
• Long Term Care
• Survivorship Life
• Disability Income
• Variable Universal Life*

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company(® ) (AUL) and other insurance companies. Stevens Financial Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

American United Life Insurance Company(®) is authorized to conduct business in every state of the United States except New York. Richard W. Stevens, is licensed and authorized to conduct life insurance business and securities related business in TX. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. 777 Main Street, Fort Worth, TX, 76102, (817) 887-8419.

Neither OneAmerica Securities, Inc. nor its representatives provide tax or legal advise. For answers to your specific questions please consult a qualified attorney or tax advisor.