Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 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…
Asset Care… An Idea From My Dad 9 Sep 2022August 24, 2022 Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and…
Asset Care… LTC Premium Did You Know 2 Sep 2022August 18, 2022 This past week, Kelly Hall from OneAmerica's Advanced Markets team joined Michael and me on LTC Coffee break. If you did not have a chance to catch it, you can…
Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 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…
Asset Care… Less Than Perfect Client To Underwrite 29 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spoke with OneAmerica's Care Solutions underwriting directors Diane Carpenter and David Gorman. If you didn't have a chance to watch, check it…
Annuity Care… Pre-Work For Underwriting 15 Jul 2022July 26, 2022 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…
Annuity Care… Six Pack of Ideas 1 Jul 2022June 17, 2022 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…
Asset Care… Sales Opportunity – SPDR 17 Jun 2022June 2, 2022 This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on…
Asset Care… Qualified Money 3 Jun 2022May 19, 2022 In this week's LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot…
Annuity Care… Two For One 27 May 2022May 19, 2022 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…
Asset Care… BIG NEWS!!!!!!!!!!!!! 20 May 2022May 19, 2022 If you haven't already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin.…
Annuity Care… Poo Wee or PUI 6 May 2022May 3, 2022 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…
Fridays with Fisher 
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