We are almost at the magic time where (for most of us) the clock resets on our businesses - New Years! Let me be the first to wish you a happy, safe, and prosperous 2025! Rather than share an idea with you, I decided to talk about the New Years Resolution. The tradition of the... Continue Reading →
Happy Holidays
I hope that you and your family have a safe and happy holiday season. For all that you do, and all that you will do to help your clients secure their lives, build their futures, and ensure their legacies - thank you. My friend's daughter, Lindsey Taft performed this song specifically for you - please... Continue Reading →
Your LTC Plan
A few years ago, I shared a similar observation. I did a Google search on “why should I buy LTC insurance”. Once I got past all of the company ads for LTC, I came across a bunch of opinion pieces that were generally "pro-LTC" planning and using insurance as a funding vehicle, One of the... Continue Reading →
Cost of Care – What Is It?
OneAmerica Financial makes boatload of resources at your disposal. One is the OneAmerica interactive cost-of-care map. This tool is something that has been available for several years. It can be found on the oneamerica.com producer marketing page and is included as a component of our NEW Asset Care Consumer Presentation by Ensight. To learn more... Continue Reading →

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