Care Solutions
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Annuity Care – Notices of Importance
Last week, I spoke about leverage and using Indexed Annuity Care as a funding strategy – what I am calling the million dollar annuity strategy. Learn more about it at https://fridayswithfisher.com/million-dollar-annuity/. My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might… Continue reading
Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trustsadvanced 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 -
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
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Averages
In this week’s Coffee Break, Elaine, Niki, Jen and I discussed averages and the longevity of a long term care claim. If you have not taken time to view it, please do – we share some interesting information and Jen has one heck of a piece of trivia for you to use. I’m going to… Continue reading
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Asset Care Insures a Buy-Sell
The June Coffee Break focuses on businesses and premium deductions that are available when funding an Asset Care policy. To learn more about this opportunity, check out our June broadcast of Coffee Break by following this link or clicking on the Coffee Break image to the right. And, last week’s Fridays with Fisher, I shared a… Continue reading
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Section 162 Executive Bonus
In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care. Simply, the premiums for the long term care portion of the policy can be deducted. With this in mind, I want to remind you of a strategy that we have discussed before – the Section 162… Continue reading
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Don’t Accept the Default Plan
Let me ask you a quick question. What’s a better … executing a plan or relying on the luck? You know the answer – executing a plan. Unfortunately, that isn’t the case for most people. If you recall from the OneAmerica Consumer Sentiment Survey that we released last November, one revelation was that consumers doubt… Continue reading
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On the road again
This week’s FWF will be brief. Why is that? I’m on the road and time is limited. Speaking of on the road, once again, OneAmerica is blanketing the country with regional meetings. As we did last year, the whole objective is to provide agents and advisors with enough information about OneAmerica and the Care Solutions… Continue reading
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An Old Idea – Split Annuity
We have been on the tax-deferred to tax-free for LTC train for the past few weeks. It all started with our March episode of Coffee Break. If you have not seen that episode yet, please take a moment. I am sure that you’ll get a nugget or two of information from it. Remember, a new… Continue reading
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Does It Qualify
A couple of weeks ago on Coffee Break, we shared information about Annuity Care and, in last week’s Fridays with Fisher, I talked about the segment of the tax-code that creates the tax-free benefits offered by Annuity Care. One thing that I often hear is “XYZ indexed annuity includes long term care benefits”. As I… Continue reading
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Annuity Care as LTC Funding Solution
Earlier this week on Coffee Break, we discussed Annuity Care. This strategy happens to be one of the best kept secrets in the industry and it is hard to believe that because we have been offering the product since 1998. That’s right – for 25 years, Annuity Care has been a long term care funding… Continue reading
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Qualified Money – You Can’t Do What We Do
In the February episode of Coffee Break, we discussed funding Asset Care using qualified money. If you have not seen it, please take a few minutes of your time and do so. Most of you who know me know that I try to toe the line of neutrality and objectivity. I don’t want all of… Continue reading
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Qualified Money & Leverage
A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money. We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry… Continue reading
Fridays with Fisher 
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