Thought Leadership on Economics-Based Financial Planning

OneAmerica was recently featured again in InsuranceNewsNet’s thought leadership section. Mary Lyons*, founder of Benchmark Income Group and a general agent, shared her expertise on economics-based financial planning. In a Q&A format, Lyons shared how financial professionals can offer an economics-based financial strategy that is holistic and flexible with their clients. Read the full article and download the comprehensive white paper, which offers insights on how an integrated approach can support more efficient retirement outcomes and compares to a conventional method.

 

*Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Benchmark Income Group is an affiliate of OneAmerican Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.