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…
Annuity Care… A Plug for Asset Based LTC 29 Apr 2022April 24, 2022 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…
Asset Care… A Gift for You 25 Mar 2022February 22, 2022 This week's episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which…
Annuity Care… Strategy for a Rated Case 18 Mar 2022February 16, 2022 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. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break…
Asset Care… Asset Care Waiver of Premium 11 Feb 2022January 26, 2022 This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The…
Annuity Care… 3 Unique Funding Strategies 28 Jan 2022January 4, 2022 If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for…
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…
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