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Category: Annuity Care

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…
Annuity Care…

Annuity Care II Case Rescue

24 Jul 2020June 24, 2020
One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song  "You can't always get what…
Annuity Care…

Care Solutions University Invitation

12 Jun 2020May 29, 2020
Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…

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