Care Solutions
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Qualified Money & Asset Care
Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica. Upon receipt of the proceeds from the rollover, OneAmerica… Continue reading
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Qualified Money for LTC Funding
A few days ago on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Let’s cut to the chase – too many people get their noses out of joint when they hear me say use… Continue reading
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Asset Care with & without ROP
Our discussion for the past couple weeks has been focused on Asset Care and the Return of Premium product solution. Today, we will piggy back off of the previous discussions and I’ll share with you a conversation that I had with an advisor a short time ago. Before we get into it, if you have… Continue reading
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ICE & 4 Ls From Niki Johnson
A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product. If you have not seen the January Coffee Break, you can check it out here. Or, you go to the website LTCcoffeebreak.com where you can… Continue reading
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Moving on from 2022
2022 is almost history. For some, it is good riddance. For others, there are fond memories. No matter how you slice it time rolls on and 2023 is upon us. Before we roll into the new year, I want to remind you of a few things for 2022 that might prove to be useful in… Continue reading
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What’s your Plan?
This week, I hope to be brief. Afterall, most people are taking time off or slowing down between now and the start of the new year. With this in mind, I have a quick question – what’s your plan for doing business in 2023? For some, it might be increasing your consumer outreach. We can… Continue reading
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Averages & LTC Planning
A short time ago, on LTC Coffee Break, I spoke with Jen Wagoner about state-sponsored long term care programs like the Washington state CARES Fund. If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Remember, LTC… Continue reading
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State Funded LTC Programs
Last week, I spoke with Jen Wagoner (my counterpart from the west coast) about state-sponsored long term care programs and pending legislation. If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Remember, LTC Coffee Break is… Continue reading
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State Sponsored LTC Webcast
Funny what a year can do. Think about that statement and where we as an industry were. The enrollment deadline for the Washington state Cares Act was looming, business was swamping carriers, and everyone seemed to be losing their collective minds from the chaos that resulted. Today, the waves has passed, the Act was paused… Continue reading
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Homework Assignment
In this week’s LTC Coffee Break, I shared with you 3 take-aways going into the Thanksgiving holiday. If you didn’t feel like watching the episode, they are pretty simple: The most important one of these, of course, is to review your plan. No one knows you better than you do. Your wants – your needs… Continue reading
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OneAmerica’s Consumer Survey
If you weren’t paying attention to this week’s LTC Coffee Break, I shared with you a bit about our recently released LTC Consumer Survey. I’ve heard throughout my career not to sell by the numbers and “statistics don’t sell.” I do not disagree, but they do help illustrate a point and add perspective to a… Continue reading
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LTC Awareness Month Numbers
It’s is that time of year again. The time when “the industry” pushes out another LTC Awareness Month series of messages and carriers roll out campaigns talking about the long term care and the need to solve the funding dilemma. Every year, it is the same old thing. And every year, we yield the same… Continue reading
Fridays with Fisher 
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