OneIndiana Financial Group

We had an incredible time at the 2026 OneAmerica Leaders Conference in beautiful San Antonio! It was an honor to celebrate another year of growth, success, and the outstanding professionals who continue to raise the bar.

A special congratulations to:
🏆 Eric Fritz – #4 Agent in the Country
🏆 Brandon Willett – #8 Agent in the Country

We're also proud to recognize all of our 2026 Leaders Conference qualifiers:

⭐ Dean Harder
⭐ Jake Fisher
⭐ Jesse Moline
⭐ Mason Webb
⭐ Nate McCardell
⭐ Rich McDonald
⭐ Samm Hayes
⭐ Tyler Bensen

Your dedication to serving clients with excellence and integrity is what makes our team so special. Congratulations to each of you on this well-deserved achievement!

Here's to celebrating success, building stronger relationships, and looking forward to an even greater year ahead. 👏

🤔 Retirement is one of the biggest financial transitions in life, and it often comes with a lot of questions.

Here are a few we hear most often:

✅ When can I afford to retire?
✅ How much money will I need?
✅ When should I start taking Social Security?
✅ Will my savings last throughout retirement?
✅ How do I plan for healthcare expenses?
✅ What happens if the market drops after I retire?

The good news? You don't have to figure it out alone.

At OneIndiana Financial Group, we're here to help you create a retirement strategy that gives you confidence and clarity for the years ahead.

📞 Ready to start planning your future? Let's talk.

📅 Mid-Year Check-In: Are Your Financial Goals on Track?

It's hard to believe we're already halfway through the year!

Now is the perfect time to pause and evaluate your financial goals. Whether you're focused on retirement, paying down debt, growing your investments, saving for college, or building an emergency fund, a mid-year review can help ensure you're headed in the right direction.

Ask yourself:
✔️ Have I made progress toward my goals?
✔️ Have any of my priorities changed?
✔️ Am I saving and investing consistently?
✔️ Do I need to make any adjustments before year-end?

Small course corrections today can make a significant impact tomorrow.

If you're unsure where you stand, we're here to help. Let's review your progress and make sure your financial plan continues to align with your goals.

⛳ OneIndiana Financial Group's 6th Annual Charity Golf Outing⛳

Join us on September 3, 2026, at the Golf Club of Indiana!

This year, we are honored to partner with Isaiah 117 House – Marion County, with 100% of proceeds benefiting their mission of providing a safe, comforting place for children awaiting foster placement.

We offer a variety of sponsorship levels to fit businesses of all sizes.

Together, we can make a difference—one swing at a time.🏌️‍♂️

Register here to play or sponsor-->https://forms.gle/bYhThCvBvMou28GG9

☀️ Welcome, Summer 2026 Interns! ☀️

We are excited to welcome our Summer 2026 interns to OneIndiana Financial Group!

Our internship program provides hands-on experience in the financial services industry, opportunities to learn from experienced professionals, and the chance to develop valuable skills in leadership, communication, and financial planning. It's an excellent opportunity to build a strong foundation for a future career while creating meaningful professional relationships along the way.

We are thrilled to have you on our team and look forward to a summer filled with learning, growth, and success. Welcome to the OneIndiana family!

June is Alzheimer’s & Brain Awareness Month. We know Alzheimer’s doesn’t just affect individuals. It impacts families and caregivers too. This month, we recognize those experiences and highlight the importance of starting brain health conversations early.

Every conversation helps us move closer to understanding, support and early action.

Together, we can shine a brighter light on brain health and the importance of planning for the future.

To learn more about the realities of Alzheimer’s, caregiving and emerging research, watch our “Care for a lifetime” webinar. https://ow.ly/5c4s50Z4qln

Thank you for your service and your sacrifice!

On Friday, May 8th, we had the pleasure of bringing together team members from our Indianapolis, Evansville (OneIndiana Financial Group - Evansville), Louisville (OneInvest Financial Group), and Tampa (OneFlorida Financial Group) offices for our Annual Firm Outing!

We started the day at the OneAmerica Financial Tower in downtown Indianapolis, where Tim Bischof shared a valuable and engaging presentation with our team.

Afterward, we headed to Speedway Indoor Karting to enjoy great food (Brozinni's Pizzeria), team bonding, and some friendly competition.

A special thank you to OneAmerica for providing our team with an unforgettable experience at the Indianapolis Motor Speedway following the event. We are also grateful to our OneAmerica partners for their continued support and to our incredible team members for the commitment and energy they bring to our culture each day.