Asset Care
-
More Resources For You
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 with you a NEW, fresh off the shelf, consumer campaign focusing on one of the core differentiators for OneAmerica – lifetime benefits. While the industry… Continue reading
-
From The Road – Opportunities
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 story. If you were able to join us – thank you. In the event that you could not join us and would like an in-person… Continue reading
-
FAQ from Regional Meetings
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, MA. What came out of the meetings was a sharing of ideas by those people who participated in our events. We have two coming up… Continue reading
-
The Value of Two
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 back in business and on the road meeting in-person (one-on-one, small groups, or agency-level meetings). This leads me into my shameless pitch for our upcoming… Continue reading
-
Did you know – Monte
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 to make is that there is a parallel between long term care insurance and disability income insurance. Simply, they both provide as a means to… Continue reading
-
Did You Know – Percy
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 ideas and information that aren’t corporate generated. As I was looking for a witty quote, I stumbled into a study that was done by the… Continue reading
-
How Qualified Money Works
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 Michael Florio and me for our LTC Coffee Break on Tuesday mornings at 10am. You can catch our most recent release and access our library… Continue reading
-
Inherited IRA Funding Scenario
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 prove to be beneficial to the family members inheriting IRA proceeds. Before I get rolling, I want to remind you that this continues the qualified… Continue reading
-
SECURE your LTC
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 long term care insurance. You can catch our most recent release and access our library of past shows at our website at LTCcoffeebreak.com or just CLICK HERE… Continue reading
-
Funding Source – Qualified Money
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 to fund Asset Care. If you missed it, you can go to the LTC Coffee Break website at LTCcoffeebreak.com or just CLICK HERE to begin… Continue reading
-
OneAmerica Resources
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 suite of asset-based long term care products and services. Last year, due to the pandemic, Care Solutions University moved to the virtual realm from an… Continue reading
-
Client Profile
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 is “the best time is when you are young.” Without delving into the benefits of securing coverage at a young age, the risks associated with… Continue reading
Fridays with Fisher 