Fridays with Fisher

Central Hub and Archives

Asset Care

November 17, 2023

Looking at the Cost of Care

Last week, I shared with you the OneAmerica interactive cost-of-care map. Today, I want to apply some of the data from there and share a what-if scenario. Before we jump into this, I want to share a few pieces of data with you. The intent here is to help you get your arms around average… Continue reading

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

annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica, Qualified Money Funding LTC
November 10, 2023

Dial Up the Cost of Care

Before we get into this week’s Fridays with Fisher, I want to remind you that a NEW Care Solutions Coffee Break is out. This month’s topic is having “the conversation” and a few ideas that might be helpful. I’m not sharing something new with you, but I am reminding you that you have a boatload… Continue reading

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

annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica, Qualified Money Funding LTC
November 3, 2023

Long Term Care Awareness

November is LTC Awareness Month. Frankly, I think that when we dedicate days or months to specific causes we don’t really improve the awareness. It may actually be a buzz-kill since there are so many cause focused months. Instead, as financial professionals, we should be including long term care awareness into every client conversation that… Continue reading

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

annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica, Qualified Money Funding LTC
October 27, 2023

SECURE Act – Inherited IRA

This past week, we offered up another Care Solutions University. One part of the discussion was the Asset Care opportunity that the SECURE Act presents for clients inheriting IRAs. As you will recall, the SECURE Act put in place a requirement to withdraw the full balance within 10 years from inherited non-spousal IRAs. And, ONLY… Continue reading

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

annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica, Qualified Money Funding LTC
September 15, 2023

Why – why – why quoting Elaine

why why why – maybe you know the answer Continue reading

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

advanced sales, Annuity Care, Annuity Care II, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Leverage, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
September 8, 2023

NEW – Consumer Presentation – Learn More

The new Asset Care consumer presentation is available. Continue reading

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

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
September 1, 2023

NEW – Consumer Presentation – How You Pay

The new Asset Care consumer presentation is available. Continue reading

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

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 25, 2023

NEW – Consumer Presentation – Cost of Care

The new Asset Care consumer presentation is available. Continue reading

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

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 18, 2023

NEW – Consumer Presentation – Compare

The new Asset Care consumer presentation is available. Continue reading

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

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 11, 2023

NEW – Asset Care Consumer Presentation

The new Asset Care consumer presentation is available. Continue reading

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

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 4, 2023

NEW – Asset Care Updates

There are a few things going on with Asset Care – the industry leading life insurance based long term care policy. 4% Acceleration for joint policies One thing that OneAmerica prides itself on is the ability to devise custom long term care funding strategies to meet their clients’ unique needs. With this in mind, the… Continue reading

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

AlzheimersAssociation, asset based LTC, Asset Care, Coffee Break, Elaine Marvin, Fridays with Fisher, jen, Kevin Fisher, Lifetime Benefits, Long Term Care, Niki Johnson, OneAmerica, OneAmerica Update, Unlimited LTC
July 21, 2023

Averages … Leverage

Last week, I preached about averages and the risk that we run by ignoring true cost of being average. As a reminder, in 20 years, assuming everything is average – you can expect that the average American will – I also made the statement (which some of you disagreed with) – average care will… 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, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica