we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care.
Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care”
Clients 70 & over
The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source.
Fueling the longevity fire
I’ve been on my soapbox for the past few weeks focusing on longevity and an unlimited duration of benefits that only Asset Care and Annuity Care can offer (in the asset-based / linked benefits space). This is important to me.
Plan & Longevity
I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s.
Average is not okay for everyone
I’ve heard too much criticism about considering a lifetime benefit and the terminology of unlimited is not accurate.
Challenge Accepted
Challenge accepted - base only Annuity Care transforms tax-deferred growth into tax-free LTC
Repurposing Annuities
WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!!
CLAIMS – a little story
I shared this story a few months ago, but it warrants repeating as it is about both claims and communication.
What we do – PAY CLAIMS
It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years.
Compare Annuity Care
You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably.
So, you want to “self-insure”
improve the self-funding play with one simple move
Fridays with Fisher 
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