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…
Asset Care… Expedited Underwriting 19 Feb 2021February 16, 2021 Earlier this week on LTC Coffee Break, we shared with you the announcement to changes to our expedited underwriting program. LTC Coffee Break with Florio & Fisher review changes to…
Asset Care… Asset Care Underwriting Advantage 5 Feb 2021February 2, 2021 Fridays with Fisher and LTC Coffee Break are for financial professionals only. We will discuss asset-based LTC, selling strategies and marketing tools using OneAmerica's Care Solutions portfolio with your clients along with…
Asset Care… Benefits to Meet Your Needs 30 Jan 2021January 26, 2021 In this week's LTC Coffee Break broadcast, we shared with you some of the unique features of Asset Care. Some of those features are: guaranteed premiums and benefits true joint…
Annuity Care… Virtual Product Training 15 Jan 2021January 14, 2021 Learn About the deepest set of solutions in the industry If you've been around the industry for any time, you will understand the changes and challenges that long term care…
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