Just for the kicks – AI says …

Just for the kick of it, I asked ChatGPT to “WRITE AN ARTICLE ABOUT LONG-TERM CARE PLANNING” and this is what it spilled out. Long-Term Care Planning: Why It’s Essential for Your Future When most people think about their future, they envision retirement, travel, and spending time with family. However, there’s another important aspect that... Continue Reading →

Time to Get Personal

Last week, I talked about reviewing your book of business and combing for opportunities within your client base.  This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true.  Today, however, I am making it personal.  I want YOU to review YOUR plan... Continue Reading →

Review the Book

Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year.  I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business.  The best prospect is always an existing client.  You already... Continue Reading →

Post Thanksgiving

We only have a couple weeks before the next major holidays.  Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review.  Learn about their purpose and how (or if) that plays... Continue Reading →

Time for the Annual Talk

I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”.  It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.... Continue Reading →

LTC Awareness Month – The Gateway

We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner.  Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together.  Children who do not see their parents on a regular basis are often... Continue Reading →

Make Underwriting Smoother

For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex.  If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker.  The ideal way to do this is submitting the application via eApp. Here is a... Continue Reading →

More on Flex Underwriting

On October 6, Flex Underwriting for Asset Care was launched in more than 35 states.  All business submitted electronically,  whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact... Continue Reading →

Flex Underwriting Paths

We have been talking about underwriting for the past few weeks, specifically the introduction of Flex Underwriting that was rolled out in 35 states on October 6.  If you want a 3 minute overview of the program, we have one on the Flex Underwriting Resource page.  You will also find there the revised process guide... Continue Reading →

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