Care Solutions
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OneAmerica Underwriting Advantage
Here is a general statement about underwriting in the linked benefit / hybrid / asset-based long term care space … EVERYONE is willing to work with clients who are table 4 or better; EVERYONE offers streamlined underwriting (in one form or another); and EVERYONE offers products for people 75 and younger. ONLY ONEAMERICA offers you… Continue reading
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Independent Leaders’ Conference
Each year, we bring our top producers together to celebrate their success. The 2023 Independent Leader’s Conference is scheduled for June 8 – 12 and will take place at the Grand Hyatt Baja Mar Resort in Nassau, Bahamas. You can qualify for an invitation by accumulating 1,250,000 conference credits between January 1 and December 31,… Continue reading
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Six Pack of Ideas
If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that we at OneAmerica offer. If you missed it, you can check it out by clicking the video clip to the left or by going to… Continue reading
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Another Annuity Care Pitch
Earlier this week on LTC Coffee Break, we talked about Annuity Care. Yes, I am beating the drum for Annuity Care as it is a great product solution and you need to pay attention to what it can offer you and your clients! Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to… Continue reading
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More Annuity Care
If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. Hear about these Annuity Care… Continue reading
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Two For One
Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in house, those new rates will apply. If you have any questions pertaining to the reprice, PLEASE DIRECT YOUR QUESTIONS TO JUSTIN FOX AT (844) 658-3725… Continue reading
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Something For Nothing
The saying that you can’t get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms… Continue reading
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Poo Wee or PUI
This week’s LTC Coffee Break was a full edition that featured Phyllis Shelton. It was a wide ranging conversation that included conversations about our responsibility as advisors to include long term care funding in our planning conversations, her thoughts on asset-based long term care, her thoughts on plan designs, and a bunch more. This week’s… Continue reading
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A Plug for Asset Based LTC
I don’t claim to be unbiased. I admit that I have an agenda. I want you to address your client’s long term care funding needs using the products that my company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda – I want your business. That is why I share ideas… Continue reading
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What We Are Doing
As you know, coming up on May 3, LTC Coffee Break will be airing a full episode featuring industry legend Phyllis Shelton. Earlier this week, we shared an excerpt from our conversation with Phyllis where she talks about WHO actually benefits from a plan. If you didn’t watch, check it out. For additional LTC Coffee… Continue reading
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LTC & The Luxury Car
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question “my client can afford to pay for long term care, he is high net worth.” Well, Michael shared an analogy to buying a luxury sports car. Check it out. Get a new idea Tuesday when Michael Florio… Continue reading
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Because We Can
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question “Fisher – why do you talk about lifetime benefits so often.” Well, it is because we can. There is more to the story, give it a view and listen to Michael’s insight. Get a new idea Tuesday… Continue reading
Fridays with Fisher 
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