Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only PPA compliant deferred annuity; nationally, it is the only PPA compliant fixed indexed annuity. What that means is - when benefits are paid from the... Continue Reading →
Indexed Annuity Care
Alright - it's time for me to demand your attention. I've been polite long enough and people just are not listening. Your annuity clients are sitting on a long term care time bomb if they are planning to use their annuity money as a funding source. It is a fact - according to a Gallup... Continue Reading →
Underwriting Rated Cases
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 interview. It's true - anyone can do that. What is also true is that OneAmerica chooses to offer solutions to more people because OneAmerica is... Continue Reading →
OneAmerica Underwriting Advantage
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 4 or better; EVERYONE offers streamlined underwriting (in one form or another); andEVERYONE offers products for people 75 and younger. ONLY ONEAMERICA offers you ...... Continue Reading →
Fridays with Fisher 
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