Fridays with Fisher

Central Hub and Archives

Asset Care

October 11, 2024

New England Product Launch

Announcing Asset Care enhancements Continue reading

Asset Care, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, OneAmerica, qualified money, Underwriting

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Regional Meetings, return of premium
October 4, 2024

OneAmerica Road Shows

They are back! The OneAmerica Financial Care Solutions “Road Shows” where we bring the Care Solutions story to you! Starting on October 21, we will be sharing our story with you. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care, Marketing Material, OneAmerica, qualified money

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Road Shows
September 20, 2024

I’ve got a guy

Pre-Underwriting Inquiry – help us help you Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Indexed Annuity Care, OneAmerica, Underwriting

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, Pre-Underwriting Inquiry, PUI, Underwriting
August 30, 2024

Self-funding – think of the impact

Recently, I stumbled upon a post on LinkedIn by a CFP who was advocating for self-funding and bypassing an insured long term care plan. Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care

Annuity Care, Annuity Care II, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC planning, OneAmerica, self-funding LTC
July 26, 2024

Fueling the longevity fire

I’ve been on my soapbox for the past few weeks focusing on longevity and an unlimited duration of benefits that only Asset Care and Annuity Care can offer (in the asset-based / linked benefits space). This is important to me. Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Annunity Care, Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica
July 19, 2024

Plan & Longevity

I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Long Term Care

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, longevity, LTC, OneAmerica, Planning, retirement income
July 12, 2024

Average is not okay for everyone

I’ve heard too much criticism about considering a lifetime benefit and the terminology of unlimited is not accurate. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care
June 7, 2024

CLAIMS – a little story

I shared this story a few months ago, but it warrants repeating as it is about both claims and communication. Continue reading

Annuity Care, Asset Care, Care Solutions, Claims, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Care Solutions Claims, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, LTC claims, OneAmerica
May 31, 2024

What we do – PAY CLAIMS

It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years. Continue reading

Annuity Care, Asset Care, Care Solutions, Claims, Consumer Approved, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Care Solutions Claims, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica
May 3, 2024

Another “self-insuring” idea

thinking about self-funding? think about using leverage to improve it Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, return of premium, self-funding LTC, self-insurance
March 22, 2024

Claims – How About Some Honesty

I am going to risk creating a bunch of unfriendly comments this week by venturing in the discussion of which benefit solution is better – reimbursement or indemnity. I deserve to be heard on this because our peers have been doing an outstanding job marketing the value of cash indemnity product offers while demonizing reimbursement… Continue reading

Annuity Care, Asset Care, Care Solutions, Claims, Fridays with Fisher, Long Term Care, LTC Coffee Break, OneAmerica

Annuity Care, annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, Qualified Money Funding LTC
March 15, 2024

Tax Information & More

No matter what the economy does, taxes are always a key component of planning for every individual and business. Inflation is still high, but certainly lower than last year, resulting in a more modest increase in the numbers for 2024. For example, Social Security’s COLA increase is 3.2% (down from a substantial 8.7% increase last… Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, Taxes & Trusts

Annuity Care, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, OneAmerica Financial, tax free LTC

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.