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Congratulations on another year of policy growth!
Here's everything you need to know as you head into a new year. If you run into anything that you can't find on this page, reach out to us and we'll be happy to personally assist you. Whole Life Policy Company Contact Information: One America Website: oneamerica.com One America Phone Number: 1-800-537-6442 One America Email: policyservice@oneamerica.com |
Keep your money in motion (i.e. use your cash value)
Here are the instructions for taking a loan from One America:
Pay yourself back with interest (i.e. repay your loans)
Here are the instructions to REPAY a loan from One America:
One for Loan Balance—This is the principle of the loan that you took
One for PUA—This is your loan interest. This is how you repay yourself MORE/EXTRA/INTEREST on top of your loan
Pay yourself first (i.e. paying your premiums)
Paying your PREMIUM for One America online:
One for “Premium”—This is your base policy premium that is listed on your renewal letter
One for “PUA”—This is where you’d list out the paid up additions value listed on your renewal letter
Adding additional branches to your bank (i.e. starting your next policy)
Starting a new Whole Life Policy
We’re committed to helping you create your banking system! Please email help@thecashcomound.com and we’d be more than happy to help you get started with a new policy!
Free Tools (i.e. utilizing available data)
Request a new policy illustration
Send an email to policyservice@oneamerica.com with the subject line of your policy number and ask them, "Can you please send me an updated policy illustration?”
Here are the instructions for taking a loan from One America:
- Visit oneamerica.com
- Before logging in, scroll directly to the bottom of the page and click on the option “Individual Policy Service Request”
- In the bottom left corner you’ll see the “Policy Service Request” button. Click to proceed
- Select “Request for Policy Loan” and fill out the rest of the form
Pay yourself back with interest (i.e. repay your loans)
Here are the instructions to REPAY a loan from One America:
- Visit oneamerica.com
- Before logging in, scroll directly to the bottom of the page and click on the option “Individual Policy Service Request”
- In the bottom left corner you’ll see the text “Policy Service Request.” Click to proceed
- Select “Online Payment” and fill out the rest of the form
One for Loan Balance—This is the principle of the loan that you took
One for PUA—This is your loan interest. This is how you repay yourself MORE/EXTRA/INTEREST on top of your loan
Pay yourself first (i.e. paying your premiums)
Paying your PREMIUM for One America online:
- Visit oneamerica.com
- Before logging in, scroll directly to the bottom of the page and click on the option “Individual Policy Service Request”
- In the bottom left corner you’ll see the text “Policy Service Request.” Click to proceed
- Select “Online Payment” and fill out the rest of the form
One for “Premium”—This is your base policy premium that is listed on your renewal letter
One for “PUA”—This is where you’d list out the paid up additions value listed on your renewal letter
Adding additional branches to your bank (i.e. starting your next policy)
Starting a new Whole Life Policy
We’re committed to helping you create your banking system! Please email help@thecashcomound.com and we’d be more than happy to help you get started with a new policy!
Free Tools (i.e. utilizing available data)
Request a new policy illustration
Send an email to policyservice@oneamerica.com with the subject line of your policy number and ask them, "Can you please send me an updated policy illustration?”
Grow your knowledge (i.e. get into new courses)
Click any of the icons below to get started with our vault of courses. Use the promocode: anniversary to get your first month of Silver Level Courses for FREE! |