Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration…
Annuity Care… Indexed Annuity Care Compare 26 Aug 2022August 8, 2022 Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only…
Annuity Care… Indexed Annuity Care 19 Aug 2022August 4, 2022 Alright - it's time for me to demand your attention. I've been polite long enough and people just are not listening. Your annuity clients are sitting on a long term…
Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 Last week, I made a bold statement that EVERYONE wants the "layup" business where the clients are in good health and can be moved through underwriting based upon a phone…
Annuity Care… Pre-Work For Underwriting 15 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spent a little extra time talking about some of the tools that OneAmerica makes available to you in an effort to improve…
Annuity Care… Six Pack of Ideas 1 Jul 2022June 17, 2022 If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that…
Annuity Care… Another Annuity Care Pitch 24 Jun 2022June 17, 2022 Earlier this week on LTC Coffee Break, we talked about Annuity Care. Yes, I am beating the drum for Annuity Care as it is a great product solution and you…
Annuity Care… More Annuity Care 10 Jun 2022May 25, 2022 If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long…
Annuity Care… Two For One 27 May 2022May 19, 2022 Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in…
Annuity Care… Poo Wee or PUI 6 May 2022May 3, 2022 This week's LTC Coffee Break was a full edition that featured Phyllis Shelton. It was a wide ranging conversation that included conversations about our responsibility as advisors to include long…
Annuity Care… A Plug for Asset Based LTC 29 Apr 2022April 24, 2022 I don't claim to be unbiased. I admit that I have an agenda. I want you to address your client's long term care funding needs using the products that my…
Annuity Care… Strategy for a Rated Case 18 Mar 2022February 16, 2022 This week's LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break…
Fridays with Fisher 
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