Annuity Care… Start 2022 Knowing WHO 7 Jan 2022January 4, 2022 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…
Annuity Care… EWF & A Plan 10 Dec 2021November 18, 2021 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…
Annuity Care… Lesson From WA state 12 Nov 2021November 4, 2021 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…
Annuity Care… LTC Awareness Month 5 Nov 2021November 2, 2021 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…
Asset Care… More Resources For You 29 Oct 2021October 20, 2021 Last week, I shared with you a a recap of a few of the resources that Michael Florio and I discussed during our regional fall meetings. Today, I am sharing…
Annuity Care… From The Road – Opportunities 8 Oct 2021October 4, 2021 If you have been paying attention these last few weeks, Michael Florio and I have taken to the road to share our LTC Coffee Break discussion and share the OneAmerica…
Annuity Care… FAQ from Regional Meetings 1 Oct 2021September 29, 2021 This week, Michael Florio and I kicked off our OneAmerica Regional Meeting series at the Basketball Hall of Fame in Springfield, MA and at Davio's - Patriot Place in Foxboro,…
Annuity Care… The Value of Two 17 Sep 2021September 29, 2021 This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am…
Annuity Care… Did you know – Monte 6 Aug 2021July 26, 2021 In last week’s Fridays with Fisher, I shared with you my high-level viewpoint on both the physical and fiscal risk that extended healthcare events pose. One point that I tried…
Asset Care… Did You Know – Percy 23 Jul 2021July 16, 2021 You all know that every Friday I share a little something with you in my Fridays with Fisher e-blast and blog (fridayswithfisher.com). I see this as a way to share…
Asset Care… How Qualified Money Works 28 May 2021May 13, 2021 This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join…
Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might…
Fridays with Fisher 
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