Lesson From WA state

Well, the Washington state deadline has passed (thankfully) and there were many lessons that should have been learned from it. I am not going to hammer any of the "big picture" learnings like the Washington elected leaders and bureaucrats developed a plan in a bubble. And, the opinions of the mandate aren't very favorable ...... Continue Reading →

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 – Tools To Support You

A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to attend, please reach out to me and we can schedule either an in-person or virtual session. Contact me at (678) 512-9627 or via email at... Continue Reading →

Expand Your Client Base

This past week, I have fielded this one question more than any other.  I want to expand my client base (practice, outreach, etc), does OneAmerica have anything that I can use. The answer is yes.  Of course, you will need to check with your compliance folks to ensure that you can utilize these materials with... Continue Reading →

Experience Care Solutions

For the past 3+ years, I have shared ideas with you on Fridays with Fisher and recently on LTC Coffee Break. Some have been good, some have been lame. But, the whole objective is to make you think about long term care solutions offered by OneAmerica. Today, I have a little something that you might... Continue Reading →

Speaker Series Launching

Earlier this week on LTC Coffee Break, we discussed shared with you our fourth quarter speaker series which is designed with you in mind. Starting on October 8, we will be delivering to you some of the top resources in the industry who share their insights and ideas on a host of subjects. Check out... Continue Reading →

A Producer Conversation

Earlier this week during our weekly LTC Coffee Break broadcast, spoke with a producer from North Carolina - Al Hyde.  Our lead off question was simply "what is your target market". Not surprisingly, Al shared that with us that his conversations with people ranged in age from the middle forties to the middle eighties with... Continue Reading →

Client Seminar – Tuesdays at 7

Last week, I shared a demo of our consumer seminar - The Great Retirement Income Gap with you. "The Great Retirement Income Gap" consumer webcast will be offered every Tuesday evening at 7 pm (eastern) starting on June 30 and running until August 25.  As with the demo, the "virtual consumer seminar" will be in... Continue Reading →

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