Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica. Upon receipt of the proceeds from the rollover, OneAmerica... Continue Reading →
Qualified Money for LTC Funding
A few days ago on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Let’s cut to the chase – too many people get their noses out of joint when they hear me say use... Continue Reading →
Asset Care ROP in Cali
Last month on Coffee Break, we discussed our Asset Care Return of Premium product. Today, we will expand on that with a focus on California. Setting the stage, when Asset Care Return of Premium came about, it was part of the Asset Care repriced from a few years ago. This new version of Asset Care... Continue Reading →
Asset Care with & without ROP
Our discussion for the past couple weeks has been focused on Asset Care and the Return of Premium product solution. Today, we will piggy back off of the previous discussions and I’ll share with you a conversation that I had with an advisor a short time ago. Before we get into it, if you have... Continue Reading →
Fridays with Fisher 
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