Care Solutions
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Columbo
If you have been in the business for any time, you will recognize the phrase “the Columbo Close” where as you wrap up your conversation with a “quick question” which opens the door to opportunity. You know – it goes something like this … While I am not going to ask you for a dime… Continue reading
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True Look at Impact of LTC
This video has made its way around the web and has been shared on LinkedIn a bit. If you have not see it yet, it is a must watch. In short, the difference between triumph and tragedy is a thin line. It involves: Having had a conversation with your family and having a plan. And… Continue reading
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How Qualified Money Works
This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join Michael Florio and me for our LTC Coffee Break on Tuesday mornings at 10am. You can catch our most recent release and access our library… Continue reading
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Are Your Clients Average?
Last week my Fridays with Fisher e-blast talked about your clients and averages. This goes along with the topic of the month for LTC Coffee Break of lifetime benefits and longevity during the benefits cycle. Check out our full LTC Coffee break episode. A little bit of shameless self-promotion, join Michael and me every Tuesday… Continue reading
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Average as Acceptable?
Earlier this month on LTC Coffee Break, Michael and I discussed true long term care where benefits can last as long as the insured needs them. In a sense, lifetime benefits that cannot be outlived. Last week, I shared a bit about long duration care events such as Alzheimer’s and Parkinson’s. The impact physically, emotionally,… Continue reading
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OneAmerica Resources
Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions suite of asset-based long term care products and services. Last year, due to the pandemic, Care Solutions University moved to the virtual realm from an… Continue reading
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Client Profile
A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly is “the best time is when you are young.” Without delving into the benefits of securing coverage at a young age, the risks associated with… Continue reading
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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
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Virtual Care Solutions University
It’s hard to believe that a year ago we all came off of the road and into our home-based work environments. Some people adapted quickly to the change while other struggled. Fortunately for the companies of OneAmerica, that transition was rather smooth. One of our major in-person events has been the Care Solutions University (CSU)… Continue reading
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Care Solutions Illustrations
It doesn’t matter what you call them – proposal, hypo, quote, or illustration – they all provide similar information intended to help educate, inform, and inspire the client to take action. (The close of that sentence is stolen from the goals of LTC Coffee Break. Which reminds me – check out LTC Coffee Break at… Continue reading
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Virtual Product Training
Learn About the deepest set of solutions in the industry If you’ve been around the industry for any time, you will understand the changes and challenges that long term care insurance has faced. For better or for worse, it is an evolving landscape of solutions. The is one constant – OneAmerica’s Care Solutions. For over… Continue reading
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Deep Dives
As the leader in asset based long term care, OneAmerica does not believe in a “one size fits all” approach to long term care funding. From pay-as- you-go to annuities to qualified money to 1035 exchanges, the Care Solutions portfolio offers premium flexibility. On top of that, Care Solutions products can provide benefits for a… Continue reading
Fridays with Fisher 