Indianapolis (November 25, 2013) – Tony Leonard has been named regional sales director of the retirement business in North and South Carolina for the companies of OneAmerica. He will help lead the sales, marketing and service functions for its regional office in Charlotte, N.C.
A 27-year industry veteran, Leonard has held positions at SEI Investments, Putnam Investments and New York Life, and has served as a subject matter expert at numerous industry conferences on topics ranging from fiduciary principles to plan management.
“Tony’s experience in the retirement plan market will be a great benefit to the companies of OneAmerica and our clients in North and South Carolina,” said Bill Yoerger, president of retirement business for the companies of OneAmerica. “His leadership and industry knowledge will help us continue our growth in these key markets.”
“I’m excited to join an industry leader like OneAmerica and am looking forward to working with the Charlotte team to provide excellent service to retirement plan sponsors and advisors,” said Leonard.
Leonard resides in Huntersville, NC which is located in the Lake Norman area.
Headquartered in Indianapolis, Ind., OneAmerica Financial Partners, Inc., can trace its solid foundations back more than 135 years in the financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other customers. These products include retirement plan products and services; individual life insurance, annuities, long-term care solutions and employee benefit plan products. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
The products of the OneAmerica companies are distributed through a nationwide network of employees, agents, brokers and other distribution sources that are committed to increasing value to policyholders by helping them prepare to meet their financial goals.
About AUL Retirement Services
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of products and services for retirement plans of individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals focusing on the 401(k), 403(b) and 457 markets.
About McCready and Keene, Inc.
McCready and Keene, Inc., a OneAmerica company, is an actuarial and retirement benefits consulting firm that focuses on designing, installing and administering customized retirement plans. Based in Indianapolis, Ind., McCready and Keene provides actuarial services to defined benefit plans and provides record keeping services to employee stock ownership plans and other defined contribution plans, including a trust program that uses an open architecture investment platform available to 401(k), 403(b), 457, money purchase pension, and profit sharing plans.
Tony Leonard is a Regional Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor.
Christy Glesing, media relations director