I want to thank you for the opportunity to share my ideas and insights with you. Whether or not you wrote business with OneAmerica Financial this past year, I hope that I was able to help you help your family, friends, neighbors, and clients. I've shared the importance of planning and some consumer facing tools... Continue Reading →
Million Dollar Annuity Update
For a little over 2 years, I've talked about biggest secret in long-term care funding - using nonqualified deferred annuity proceeds as a strategy. I first shared with you the Million Dollar Annuity idea focusing on Indexed Annuity Care. In fact, I've even dedicated a specific page in Fridays with Fisher for it and have... Continue Reading →
More About Planning
When most people hear the word long-term care, where does their mind go?
Let’s Talk About Clients Opinions
survey says ....
Lifetime Matters
making sure that you have a plan for a long duration care situation is important!

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