Earlier this month on Coffee Break, Niki Johnson shared the underwriting requirements for the Annuity Care products. If you have not taken time to watch the episode, please do. As Niki shared, we do underwrite our products. With Annuity Care products, the underwriting is never more than a phone interview, an MIB check, and a … Continue reading Annuity Care Underwriting & Prescreening
Month: April 2023
Claims – Make Sure You Know
Last week on Coffee Break, we shared a few pieces of information with you. Elaine Marvin discussed the history and timeline of Care Solutions. Niki Johnson shared the underwriting requirements for the Annuity Care products. And, Jen Wagoner examined claims being paid daily versus monthly. If you have not taken time to watch the episode, … Continue reading Claims – Make Sure You Know
Don’t Accept the Default Plan
Let me ask you a quick question. What’s a better … executing a plan or relying on the luck? You know the answer – executing a plan. Unfortunately, that isn’t the case for most people. If you recall from the OneAmerica Consumer Sentiment Survey that we released last November, one revelation was that consumers doubt … Continue reading Don’t Accept the Default Plan
On the road again
This week’s FWF will be brief. Why is that? I’m on the road and time is limited. Speaking of on the road, once again, OneAmerica is blanketing the country with regional meetings. As we did last year, the whole objective is to provide agents and advisors with enough information about OneAmerica and the Care Solutions … Continue reading On the road again
Fridays with Fisher 
You must be logged in to post a comment.