Lunch is on us – So is your Next Big Idea for Client Planning.

You’re invited to an exclusive Lunch & Learn at Maggiano’s—where great Italian food meets powerful planning solutions. We’ll dig into OneAmerica Financial® product suite and show you how to expand your client conversations with tools that make you stand out.

On the Menu (besides pasta):

• Asset-Based Long- Term Care (Care Solutions) – Plans that give clients lifetime coverage, tax
• advantages, and the confidence they can protect their income and legacy without draining assets.
• Annuity Strategies – Fixed and indexed options that create income stability and flexibility for retirement planning.
• Life Insurance Solutions – From term to whole life, known to be one of the most flexible in the industry - designed to protect legacies and meet unique client needs.

The Mutual Advantage – As a mutual organization, OneAmerica Financial answers to policyholders—not shareholders—keeping the focus where it belongs: on your clients.

Why You Should Come:

• Gain fresh strategies to open new planning conversations and close more cases.

• Learn how to position products that deliver lifetime value to your clients.

• Walk away with practical, implement-today ideas—not just brochures.

Event Details:

📍 Maggiano’s Little Italy

10/22/25 - 10am-1pm

203 Westshore Plaza Tampa, FL 33609

Enjoy a family-style Italian feast while you discover ways to make your client planning more impactful (and your business more profitable).

Seats are limited—reserve yours now. Hablamos Español.

Best,

Gregory Kempton

General Agent

One Team Financial Group

3030 North Rocky Point Drive W Suite 160 Tampa, FL 33607

813-222-0002

For use with Financial Professionals Only – Not For Public Distribution

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