Cut down on the paperwork and get your cases placed quicker. ORG has a full suite of electronic applications.
Need to know the status of your case right now? Our online case status tool lets you see the notes on any of your cases 24 hours a day, 7 days a week.
Use our online contracting engine to streamline the process and eliminate the need to fill out specific forms for each carrier.

News & Events

3 days ago

One Resource Group
Our office will be closed from November 24th through the 25th to observe the Thanksgiving holiday. We will resume regular business hours on Monday, November 28th. ... See MoreSee Less
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1 week ago

One Resource Group
Instead of telling yourself that long-term care insurance costs too much, try researching how much care would cost without insurance—it may surprise you! ... See MoreSee Less
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ORG Partners with Rocket Mortgage®

One Resource Group has partnered with Rocket Mortgage® to bring you a new value add to your clients and create additional revenue for you. Be sure to check our webinar calendar to join the team from Rocket as they explain how you can gain access to their Rocket Pro...

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Proformex: Inforce 2020 Virtual Conference

Our inaugural user conference is going virtual this year! Join us for an action-packed agenda full of presentations and discussions from industry thought leaders, executives, partners, customers, and members of the Proformex team. Presenters and panelists will focus...

read more

Upcoming Events

News

ORG Partners with Rocket Mortgage®

One Resource Group has partnered with Rocket Mortgage® to bring you a new value add to your clients and create additional revenue for you. Be sure to check our webinar calendar to join the team from Rocket as they explain how you can gain access to their Rocket Pro...

read more

Proformex: Inforce 2020 Virtual Conference

Our inaugural user conference is going virtual this year! Join us for an action-packed agenda full of presentations and discussions from industry thought leaders, executives, partners, customers, and members of the Proformex team. Presenters and panelists will focus...

read more

If you aren’t using electronic applications to streamline your business and create an advantage for you and your client, ask your Life Sales Consultant or Case Manager how you can start with your next application!

LTC Overview Traditional and Hybrid, Concierge Service

Join us as we discuss the types of options for LTC plans and how we can help with our concierge service.
Presented by Lisa Roose – Director of LTC, ORG

Register Now!

WA and Beyond-What’s next in State mandated programs?

Other states are considering a similar LTC mandate to Washington State. Join us as we discuss public versus private LTC coverage and why now is the time to act.

Presented by Matthew R Redick – RVP, Nationwide, and Lisa Roose – Director of LTC, ORG

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Plan and Protect Your Financial Future

When it comes to where you live, how you spend your free time, and what you do with your money, you want the freedom to be in charge. That’s why it’s important to plan now for your future-and for any care you may need, this is the reason we plan. Prepare today for a tax-efficient future.

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Leverage your qualified funds, 401ks, IRA’s and other annuities for tax-free LTC

Join us as we discuss leveraging one person’s qualified funds to get coverage for two people and help clients reduce or satisfy RMDs. We will also cover tax advantages for non-qualified annuities, more liberal underwriting, and gifting strategies. You won’t want to miss this!

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LTC Planning and Product Training

Join us as we cover how to position LTC as a retirement planning tool while sharing a simple three-step sales process. Our discussion about the financial risk and impact on family members if there is a long-term care event, is a can’t-miss! Additionally, we will cover the value of Traditional LTC and sales ideas around some of the creative riders available.

Presented by John Gibbons – LTC Sales Director, Mutual of Omaha, and Lisa Roose – Director of LTC, ORG

Register Now!

ORG’s Q4 Advanced Planning Summit

The year may be coming to a close but we aren’t slowing down! Join us on September 28th at 1pm EST to kickstart the end of your year! The ORG Q4 Advanced Planning Summit will be covering a variety of topics including Estate Planning, Foreign National, 162 Bonus, Employee Retention and Cash Balance Plans. We invite you to join us for an educational afternoon of planning! Busy? We encourage you to join individual sessions that pique your interest! We can’t wait to see you there!

Here is the breakdown:

1:00-1:25 –
ORG’s State of the Union with our EVP, Tony Wilson

1:30-2:00 –
Lincoln – Foreign National and Secure Act Transfer with Mike Coyle and Mark Phelps

2:05-2:35 –
Principal – Business planning with Jack Leavy

2:40-3:10 –
National Life Group – Cash Balance Plans and 412e3 with Jim Carroll

3:15-3:45 –
Nationwide – Land is your Legacy with Lacey

3:50-4:20 –
John Hancock – Year End Planning Concepts with Ana Medinaceli Canelos

4:25-4:55 –
Allianz – Executive Bonus Plans and Employee Retention

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Flexible Trust Planning

Join us as we discuss the basics of SLAT’s, Loans to ILIT’s, and the benefits of trust planning in today’s estate planning environment.

Presented by Ron Lee- JD CLU ChFC CAP, Mutual of Omaha and Tony Wilson-EVP, ORG

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How to Identify Pension Prospects within Your Book of Business

Join us as we discuss different ways to implement pensions into your planning and we’ll discuss different planning techniques such as cash balance and defined benefit plans.

Presented by Mary Read, National Director of Pension and Protection Planning, Pentegra and Tony Wilson- EVP, ORG

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Protective’s Exec UL Overview

Group Carve-Out Plans are more important than ever in a tight labor market where Employee Benefits are critical to Attracting and Retaining Key Employees. Join us as we discuss the benefits of the Protective Exec UL and how it can help you enhance your practice and get in front of more qualified prospects.

Presented by Pat Murray- Regional Vice-President, Protective and Tony Wilson- EVP, ORG

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Improving the Client Underwriting Experience with One Resource Group

Join us as we discuss how you can improve your client’s underwriting experience with the ORG Express underwriting platform. We’ll discuss how to efficiently submit your applications, utilize the ORG e-app tools and how to manage expectations for your clients.

Presented by Bethany Tran- Director of Case Management, ORG and Tony Wilson- EVP, ORG

Register Now!