March 2022
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A Gift for You
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. Get a new idea Tuesday when Michael Florio and I drop a new episode… Continue reading
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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. Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single premium, recurring premiums, a combination of the… Continue reading
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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. Click on the video link for this week’s LTC Coffee Break. For additional LTC Coffee Break episodes go to our LTCCB Library. We’ve… Continue reading
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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. Click on the video link for this week’s LTC Coffee Break. For additional LTC Coffee Break episode go to our LTCCB Library. A couple of points that I… Continue reading
Fridays with Fisher 