Annuity Care
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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
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Indexed Annuity Care
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 care time bomb if they are planning to use their annuity money as a funding source. It is a fact – according to a Gallup… Continue reading
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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
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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. For additional LTC Coffee Break episodes, you should go to the… Continue reading
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Six Pack of Ideas
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 we at OneAmerica offer. If you missed it, you can check it out by clicking the video clip to the left or by going to… Continue reading
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Another Annuity Care Pitch
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 need to pay attention to what it can offer you and your clients! Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to… Continue reading
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More Annuity Care
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 term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. Hear about these Annuity Care… Continue reading
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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
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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. This week’s… Continue reading
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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
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Strategy for a Rated Case
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. Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single premium, recurring premiums, a combination of the… Continue reading
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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 LTCcoffeebreak.com. 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
Fridays with Fisher 
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