March 2025
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Tale of the Tape 2
Last week, I compared Asset Care 2024 with another carrier for a single female. Today, it’s a couple. Continue reading
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Tale of the Tape
Every now and then, I decide to dip my toes in the water to see how things compare with our peers in the industry. And, every now and then it surprises me what I find. Continue reading
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Consider the Funding Source
In last week’s Fridays with Fisher, I spoke about “self-directing” money from a qualified account into Asset Care premiums. I also advocated establishing a “protection bucket” as a dedicated pool to provide your primary resources for paying for long-term care services. I want to jump back into the “self-directed” funding discussion again. I believe that… Continue reading
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Qualified Money Self-Directed Strategy
We have been talking a lot about using qualified money to fund Asset Care. That has obviously hit a chord given all the feedback that I’ve received. If you will recall, I have never said that the OneAmerica Financial strategy for funding a policy is the only way to do it. I have said that… Continue reading
Fridays with Fisher 