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…
Annuity Care… Six Pack of Ideas 1 Jul 2022June 17, 2022 If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that…
Annuity Care… Another Annuity Care Pitch 24 Jun 2022June 17, 2022 Earlier this week on LTC Coffee Break, we talked about Annuity Care. Yes, I am beating the drum for Annuity Care as it is a great product solution and you…
Asset Care… Sales Opportunity – SPDR 17 Jun 2022June 2, 2022 This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on…
Annuity Care… More Annuity Care 10 Jun 2022May 25, 2022 If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long…
Asset Care… Qualified Money 3 Jun 2022May 19, 2022 In this week's LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot…
Annuity Care… Two For One 27 May 2022May 19, 2022 Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in…
Fridays with Fisher 
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