Care Solutions… New Jersey Follow-up 23 Sep 2022September 4, 2022 These past couple of weeks, I have spend time in New Jersey meeting with agents, advisors, their clients, and the brokerage agencies who partner the OneAmerica. One thing that continues…
Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration…
Asset Care… An Idea From My Dad 9 Sep 2022August 24, 2022 Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and…
Asset Care… LTC Premium Did You Know 2 Sep 2022August 18, 2022 This past week, Kelly Hall from OneAmerica's Advanced Markets team joined Michael and me on LTC Coffee break. If you did not have a chance to catch it, you can…
Annuity Care… Indexed Annuity Care Compare 26 Aug 2022August 8, 2022 Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only…
Annuity Care… Indexed Annuity Care 19 Aug 2022August 4, 2022 Alright - it's time for me to demand your attention. I've been polite long enough and people just are not listening. Your annuity clients are sitting on a long term…
Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 Last week, I made a bold statement that EVERYONE wants the "layup" business where the clients are in good health and can be moved through underwriting based upon a phone…
Care Solutions… OneAmerica Underwriting Advantage 5 Aug 2022July 26, 2022 Here is a general statement about underwriting in the linked benefit / hybrid / asset-based long term care space ... EVERYONE is willing to work with clients who are table…
Asset Care… Less Than Perfect Client To Underwrite 29 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spoke with OneAmerica's Care Solutions underwriting directors Diane Carpenter and David Gorman. If you didn't have a chance to watch, check it…
Care Solutions… Independent Leaders’ Conference 22 Jul 2022July 6, 2022 Each year, we bring our top producers together to celebrate their success. The 2023 Independent Leader's Conference is scheduled for June 8 - 12 and will take place at the…
Annuity Care… Pre-Work For Underwriting 15 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spent a little extra time talking about some of the tools that OneAmerica makes available to you in an effort to improve…
Fridays with Fisher… Independence 8 Jul 2022June 24, 2022 We are fresh off the long holiday weekend where we celebrate our nation declaring independence. I hope that you had a safe and enjoyable time. July 4 to me always…
Fridays with Fisher 
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