Campaigns… Integrate Social Media 22 May 2020May 19, 2020 Imagine sharing an idea, or image, or story with your social media followers (posting to Facebook, LinkedIn, Twitter, etc.) regularly and without having to develop the content. According to Blue…
Annuity Care… Heading Back to Business 15 May 2020May 9, 2020 Over the next few weeks as we begin to move on from this “shelter in place” segment of our lives to return our business to a “normal” footing, I will…
Annuity Care… Claims Concierge – Making It Easier 8 May 2020April 20, 2020 We are in the business of providing a financial solution to a family when they most need it. And, when an extended healthcare event occurs, there is no more important…
Care Solutions… Before Anything – Make Sure You’re IGO 1 May 2020April 20, 2020 Over the last few of weeks, I shared a three specifics ways that you can improve both your and your client's experience. Those were using our Pre-Underwriting Inquiry process to help…
Annuity Care… Pre-Underwriting Improves Process 24 Apr 2020March 30, 2020 One thing that most of us complain about is the "cycle time" for a policy to be issued. An area that experiences more than their share of criticism is underwriting.…
Annuity Care… Application Submission Options 17 Apr 2020March 27, 2020 There are two ways to submit applications for OneAmerica's Care Solutions products -traditional paper process or electronically. With the "shelter in place" requirements in many of our communities, electronic submission…
Campaigns… OneAmerica Marketing Tools 10 Apr 2020April 9, 2020 Two weeks ago, in partnership with my colleague Michael Florio, I launched a weekly webcast called LTC Coffee Break. Our goal with it is to educate, inform, and inspire you…
Annuity Care… Annuity Care Advantage 3 Apr 2020March 22, 2020 Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC…
Fridays with Fisher… OneAmerica Tools – Coffee Break 27 Mar 2020March 27, 2020 First and foremost, I hope you and everyone in your family are safe and protecting your health. This is certainly an extraordinary time. Originally, I was going to spend this…
Annuity Care… More Than Tax-Free Benefits 27 Mar 2020March 6, 2020 Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources. To review…
Annuity Care… Repurpose a Deferred Annuity 20 Mar 2020March 6, 2020 If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care… Deferred Annuity Opportunities 13 Mar 2020March 10, 2020 Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
