August 2024
-
Self-funding – think of the impact
Recently, I stumbled upon a post on LinkedIn by a CFP who was advocating for self-funding and bypassing an insured long term care plan. Continue reading
-
Feedback from Last Week
Last week, I shared a comparison of a 9 year MYGA to Annuity Care I – the product that got the whole annuity-based LTC discussion started decades ago. And, as expected, I received lots of feedback (mostly negative). Continue reading
-
Let’s compare
we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care. Continue reading
-
Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care” Continue reading
-
Clients 70 & over
The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source. Continue reading
Fridays with Fisher 