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…
Asset Care… SECURE your LTC 14 May 2021May 6, 2021 The first Tuesday of every month, Michael Florio and I host our webcast - LTC Coffee Break. This past episode, we discussed using qualified money as a funding source for…
Asset Care… Funding Source – Qualified Money 7 May 2021May 6, 2021 If you were able to catch the most recent release of our full LTC Coffee Break earlier this week, you will recall that Michael and I discuss using qualified money…
Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Client Profile 26 Mar 2021March 22, 2021 A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly…
Annuity Care… Care Solutions Illustrations 26 Feb 2021February 16, 2021 It doesn't matter what you call them - proposal, hypo, quote, or illustration - they all provide similar information intended to help educate, inform, and inspire the client to take…
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