Asset-Based LTC Page Tips

In the February episode of Coffee Break, we shared with you the NEW OneAmerica Financial as well as a navigational overview of the updated OneAmerica.com website. If you have not viewed it, please take a minute to see this week’s episode. 


If you have taken some time to browse the updated oneamerica.com website, you will notice that the layout has changed. To start, to navigate to the producer asset-based long term care page, you will need look at the top menu bar and select asset-based long term care in the For Financial Professionals.

Once there, you can scroll to find the interactive cost of care map. A little further down, you will find the Asset Care and Annuity Care decision point. Click either one to navigate to the product page (more on that in a minute). 

Further down, you will find a few links to the OneAmerica Financial e-app.

On the product pages (Asset Care or Annuity Care)

YOU WILL FIND THE CARE SOLUTIONS CALCULATOR LINK ON THE PRODUCT PAGE! About halfway down the page, you will find a dark blue banner with the link to the care solutions calculator. 

Remember, the calculator does not illustrate every possible product design and does not integrate with the Ensight Consumer Presentation. Also, only Asset Care and Annuity Care II can be illustrated using the calculator. I suggest bookmarking the calculator and save it as one of your favorites for ease of access.

Further down the page, you will be able to view consumer approved pieces or producer-only pieces. The content is limited, not state-specific, and does not represent the depth of marketing and sales material that is available. But, it shares a few of the more popular pieces.

And, that’s it – slimmed down asset-based long term care web page.

I encourage you to reach out to either Justin or me to discuss any of your marketing collateral needs/wants/wishes. We have some outstanding pieces like our:

Step by Step Guide to Receiving Long Term Care (consumer approved)

Care Planning Worksheet (consumer approved)

Advanced Strategies Tax Guide for Asset-Based LTC (for financial professionals only)

And much much more.

As always, thanks for taking time for me.


SECURE Act opportunities

Jumpstart your year with the Million Dollar Annuity Strategy.

It is easy to do … review your book of business and identify your clients who are over 75 and own annuities that are on the sideline and have been earmarked for an emergency. This is a big thing that can make a difference in preserving assets, control, dignity, and a legacy when an extended care event occurs.

This is what the million dollar annuity strategy is all about.  The transformation of tax-deferred money into tax-free distributions for long term care. Learn more about it at   https://fridayswithfisher.com/million-dollar-annuity/. 

My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might be viable candidates for our leverage strategy then give us a call.

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