We only have a couple weeks before the next major holidays.
Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026.
- Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays into their long term care funding strategy.
- Plan 1 consumer workshop (virtual or in-person) for the first quarter of 2026. If you need a blueprint for making this happen – call me!
- Talk to 5 prospects during the holidays and share with them the PBS documentary “Caregiving”, ask them to watch it, then schedule a follow-up to review their LTC PLAN.
These are just 3 ways that you can get a jump on 2026.
Finally, I want to thank you for making time for me. My intent is to share ideas and information with you that can help you strengthen your business.
Contact my internal sales partner Kelley Hilliard at (844) 623-4251 or via email at kelleyhilliard.isp@oneamerica.com to secure your copy of the Step by Step Guide to Long Term Care along with the Care Planning Worksheet.
Fridays with Fisher 