Category: Annuity Care

On the road again

This week’s FWF will be brief. Why is that?  I’m on the road and time is limited.  Speaking of on the road, once again, OneAmerica is blanketing the country with regional meetings.  As we did last year, the whole objective is to provide agents and advisors with enough information about OneAmerica and the Care Solutions... Continue Reading →

Does It Qualify

A couple of weeks ago on Coffee Break, we shared information about Annuity Care and, in last week’s Fridays with Fisher, I talked about the segment of the tax-code that creates the tax-free benefits offered by Annuity Care. One thing that I often hear is “XYZ indexed annuity includes long term care benefits”.  As I... Continue Reading →

Annuity Care as LTC Funding Solution

Earlier this week on Coffee Break, we discussed Annuity Care.  This strategy happens to be one of the best kept secrets in the industry and it is hard to believe that because we have been offering the product since 1998. That’s right – for 25 years, Annuity Care has been a long term care funding... Continue Reading →

State Sponsored LTC Webcast

Funny what a year can do. Think about that statement and where we as an industry were. The enrollment deadline for the Washington state Cares Act was looming, business was swamping carriers, and everyone seemed to be losing their collective minds from the chaos that resulted. Today, the waves has passed, the Act was paused... Continue Reading →

Can Your Plan Do This?

While I was returning home from my vacation, I was doing a Google search on “why should I buy LTC insurance”.  The first website that came up was a landing page for a LTC specialist with an interesting approach. First was a statement of what we value.  Let me parapharase: We love our family We... Continue Reading →

Memory Care &OneAmerica

In last week’s Fridays’ with Feature, I requested your support for the Alzheimer’s Association and their Walk to End Alzheimers.  As you are likely aware, the impact of Alzheimer’s and other memory issues is significant and one of the most quickly growing causes for requiring extended healthcare. According to the Alzheimer’s Association, the average duration... Continue Reading →

September 21 – CSU in Mt. Laurel

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 is required. The agenda is pretty simple - over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,... Continue Reading →

Indexed Annuity Care Compare

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 PPA compliant deferred annuity; nationally, it is the only PPA compliant fixed indexed annuity. What that means is - when benefits are paid from the... Continue Reading →

Underwriting Rated Cases

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 interview. It's true - anyone can do that. What is also true is that OneAmerica chooses to offer solutions to more people because OneAmerica is... Continue Reading →

Pre-Work For Underwriting

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 the underwriting experience. If you didn't have a chance to watch, check it out. https://youtu.be/2UHglBemX-Q LTC Coffee Break Espresso Shot 7/12/2022 For additional LTC Coffee... Continue Reading →

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