Two For One

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 house, those new rates will apply. If you have any questions pertaining to the reprice, PLEASE DIRECT YOUR QUESTIONS TO JUSTIN FOX AT (844) 658-3725... Continue Reading →

Poo Wee or PUI

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 term care funding in our planning conversations, her thoughts on asset-based long term care, her thoughts on plan designs, and a bunch more. LTC... Continue Reading →

A Plug for Asset Based LTC

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 company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda - I want your business. That is why I share ideas... Continue Reading →

Qualified Money & Annuity Care

For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am at Lately, we've decided to jump into our mailbag and answer questions from our viewers. This week's question was - can qualified money be... Continue Reading →

Start 2022 Knowing WHO

It is the start of another new year. Hopefully, this year plays out better than the past two years have. But, only time will tell. For 21 months, Michael Florio and I have produced a weekly webcast LTC Coffee Break where we share ideas and information about long term care with a focus on the... Continue Reading →

EWF & A Plan

Last week, I talked about the need for a plan and that a policy is not a plan. Along with that, I shared a couple of tools that we can provide you free of charge. The Step-by-step guide to receiving long term care Virtual Consumer Seminar (link goes to the information page) In reality, most... Continue Reading →

Lesson From WA state

Well, the Washington state deadline has passed (thankfully) and there were many lessons that should have been learned from it. I am not going to hammer any of the "big picture" learnings like the Washington elected leaders and bureaucrats developed a plan in a bubble. And, the opinions of the mandate aren't very favorable ...... Continue Reading →

LTC Awareness Month

November is designated as Long Term Care Awareness Month and is recognized by many states and Congress as such. Here are a few Did you knows about LTC. More than 75% of adults who will receive LTC services will receive them at home. On average, 21 hours of care are provided per week when that... Continue Reading →

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