Care Solutions

March 17, 2023

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

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Long Term Care, LTC Coffee Break

Annuity Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
March 10, 2023

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

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

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

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

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

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
February 24, 2023

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

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

annuity funded whole life, Asset Care, Care Solutios, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money
February 17, 2023

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

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

401k, 403b, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money, return of premium
February 3, 2023

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

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

Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, return of premium, ROP
January 27, 2023

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

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

Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, return of premium, ROP
December 30, 2022

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

Asset Care, Campaigns, Care Solutions, Consumer Approved, Fridays with Fisher, Long Term Care, LTC Coffee Break, Marketing Material, OneAmerica
December 23, 2022

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

Care Solutions, Fridays with Fisher, Long Term Care, LTC Coffee Break

Annuity Care, Asset Care, Care Solutios, Coffee Break, Extended Healthcare, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica
December 16, 2022

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

Alzheimer’s Association, Care Solutions, Fridays with Fisher, Long Term Care, LTC Coffee Break

Annuity Care, Asset Care, Care Solutios, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica
December 9, 2022

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

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

Asset Care, Care Solutios, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Washington CARES Fund
November 25, 2022

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

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

Asset Care, Care Solutios, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, LTC insurance, OneAmerica, State sponsored LTC, Washington Cares Act

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.