Care Solutions… Q&A – OneAmerica Financials 29 Mar 20191 May 2019 Question: I am looking for information on the Financials of OneAmerica - do you have it available? Answer: Here are a few pieces that might be helpful for you: Financial Ratings About…
Annuity Care… “Older Client” Annuity Solution 29 Mar 20196 Mar 2019 I have said this before and I will say it until I am blue in the face, no other carrier can provide a long term care funding solution for an…
Annuity Care… Best Way to Leverage 29 Mar 20196 Mar 2019 First off - thank you for your ideas, feedback, suggestions and questions. The whole purpose of this weekly distribution is to share ideas with you. One question that I am…
Annuity Care… Q&A – Tax Treatment of Benefits 22 Mar 20191 May 2019 Question: What is the tax treatment of LTC Benefits paid from Asset-Care or Annuity Care? Answer: Our Care Solutions portfolio functions on a reimbursement basis. Since Reimbursement Benefits for qualified LTC services are…
Annuity Care… Summary of Individual Tax Deductions 22 Mar 20196 Mar 2019 Individual taxpayer who does not itemize No deduction IRC Sec 63(b) Individual taxpayer who itemizes deductions Treated as medical insurance premiums.6 Limited to the lesser of the actual premium paid or…
Annuity Care… Premium Deductibility 22 Mar 201919 Mar 2019 It's that time of year where those of us who have less than favorable results from our income tax filing get our backsides in gear and get ready to file.…
Fridays with Fisher Q&A – Legacy Care Consumer Pieces 15 Mar 20191 May 2019 Question: Do you have any consumer pieces for Legacy Care? Answer: We have produced a Legacy Care Client Brochure which shares the basics about the annuity.
Fridays with Fisher… Beneficiary Options for Legacy Care 15 Mar 20196 Mar 2019 It is important for all of us to be aware of our options and Legacy Care beneficiaries are no different. As with other annuity contracts, Legacy Care beneficiaries have several ways in which…
Fridays with Fisher… Solution to a Maturing Annuity 15 Mar 20196 Mar 2019 With trillions of dollars of non-qualified deferred annuities on the books and an aging population, an opportunity exists for you to provide a solution to those long time annuity holders…
Care Solutions… Initiating a Claim 8 Mar 20196 Mar 2019 Question: How does a client initiate a claim? Answer: Initiating a claim is pretty simple. Contact OneAmerica Claims at (800) 275-5101, Option 3. This will connect you directly to a OneAmerica…
Care Solutions… Claims Concierge 8 Mar 20191 May 2019 Our promise is to be there when our policyholders (and their loved ones) need us. There is no more important time during our relationship then when an extended healthcare event…
Care Solutions… The LTC Claim 8 Mar 20196 Mar 2019 We are in a relationship business providing a promise to provide a financial solution to a family when they most need it. Please, take a moment to view this video. …
