Strong Market Position OneAmerica has established a long-standing presence in the financial services industry, focusing on life insurance, retirement, and long-term care solutions, supported by nearly 150 years of operational experience. Its sizable customer base and reputation for financial stability present opportunities to expand product offerings and deepen relationships with existing clients.

Growing Asset Base The company manages significant assets, with recent transactions including the transfer of $60 billion in retirement plan assets to Voya Financial. This demonstrates a substantial market share in retirement solutions, suggesting potential for cross-selling additional insurance and benefits products to the existing client base.

Innovative Product Launches Recent launches like Asset Care 2024 and the TDF series of CITs indicate ongoing product innovation to meet evolving client needs, especially around long-term care and flexible investment options. These initiatives create opportunities to introduce complementary products tailored to clients seeking integrated financial security solutions.

Community and Sustainability Engagement OneAmerica actively participates in community efforts such as the annual 'Week of Caring' and has launched programs like Pathway to a Sustainable Income. These initiatives position the company as socially responsible and committed to employee development, which can be leveraged to strengthen client partnerships and attract organizations with similar social values.

Focus on Regulatory and Legislative Advocacy With a strategic focus on legislative engagement exemplified by its 2025 agenda and legislative activities, OneAmerica demonstrates an understanding of the regulatory environment. This proactive approach can facilitate partnerships where regulatory expertise and advocacy are valued, opening doors for collaborative initiatives and tailored financial solutions.