Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Client Profile 26 Mar 2021March 22, 2021 A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly…
Annuity Care… Care Solutions Illustrations 26 Feb 2021February 16, 2021 It doesn't matter what you call them - proposal, hypo, quote, or illustration - they all provide similar information intended to help educate, inform, and inspire the client to take…
Annuity Care… Premium Funding Using Existing Sources 22 Jan 2021January 21, 2021 At the start of the month, I asked the following: Name a long term care premium funding source that does not come from income, income producing assets, or qualified money.…
Annuity Care… Virtual Product Training 15 Jan 2021January 14, 2021 Learn About the deepest set of solutions in the industry If you've been around the industry for any time, you will understand the changes and challenges that long term care…
Annuity Care… Deep Dives 8 Jan 2021January 7, 2021 As the leader in asset based long term care, OneAmerica does not believe in a "one size fits all" approach to long term care funding. From pay-as- you-go to annuities…
Annuity Care… Riverboat or Yacht 18 Dec 2020November 30, 2020 Yesterday, I shared a video that I shot from the banks of the Savannah River. While it was somewhat "lame", the intent is to illustrate an analogy that I have…
Annuity Care… More Than One Way To Pay 11 Dec 2020November 24, 2020 One thing that we always discuss from a planning perspective is how will you pay. How will you pay for care if it is needed ? How will you pay…
Alzheimer's Association… Something To Chew On 13 Nov 2020October 26, 2020 For the past few weeks, we have been discussing longevity issues on Fridays with Fisher and as a part of the Leading Tomorrow with OneAmerica speaker series. I want to…
Annuity Care… Longevity 30 Oct 2020October 28, 2020 Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with…
Annuity Care… New Life to Old Annuities 25 Sep 2020September 14, 2020 Here is the scenario. You have a client who is 75 years old and has positioned a her emergency healthcare funds in a fleet of non-qualified deferred annuities. In fact,…
Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
