This week's episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which he and an advisor recently employed. You should check it out. https://youtu.be/JC0JQ776-IY LTC Coffee Break Espresso Shot 3/22/2022 Get a new idea Tuesday when Michael... Continue Reading →
Strategy for a Rated Case
This week's LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break Espresso Shot 3/15/2022 Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single... Continue Reading →
More About OA
Earlier this week, on LTC Coffee Break, we talked about where to find information about the companies of OneAmerica. A visit to OneAmerica.com/about-us will give you everything and more about the company. https://youtu.be/krn2kPu-KWw LTC Coffee Break Espresso Shot 3/8/2022 Click on the video link for this week's LTC Coffee Break. For additional LTC Coffee Break... Continue Reading →
OneAmerica & COMDEX
Earlier this week, on LTC Coffee Break, we expanded on our conversation about the companies of OneAmerica with an explanation of how our Comdex score is compiled. https://youtu.be/YR3X1qFPB_U LTC Coffee Break Espresso Shot 3/1/2022 Click on the video link for this week's LTC Coffee Break. For additional LTC Coffee Break episode go to our LTCCB... Continue Reading →