Care Solutions
-
New Year’s Challenge

Well, it is over. The mess of 2020 has ended and I, for one, am looking forward to getting started in 2021. One thing for certain that 2020 gave us is that it forced us to “get outside of the box”. Think about how many times that you wrote that down as your goal or… Continue reading
-
Riverboat or Yacht

Yesterday, I shared a video that I shot from the banks of the Savannah River. While it was somewhat “lame”, the intent is to illustrate an analogy that I have heard a few folks use regarding deferred annuities. Simply – the question that is asked to advisors is “are you talking to your clients about… Continue reading
-
More Than One Way To Pay

One thing that we always discuss from a planning perspective is how will you pay. How will you pay for care if it is needed ? How will you pay if you have to provide care yourself? How will you pay the premium for your policy? As Harley Gordon says, every decision has consequences. And,… Continue reading
-
Experience Care Solutions

For the past 3+ years, I have shared ideas with you on Fridays with Fisher and recently on LTC Coffee Break. Some have been good, some have been lame. But, the whole objective is to make you think about long term care solutions offered by OneAmerica. Today, I have a little something that you might… Continue reading
-
Longevity

Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with clients. Here is a little something that I want you to chew on – longevity. Let me pose this question. You (or some other professional)… Continue reading
-
A Challenge for You

The Covid-19 pandemic has forced us all to change the way that we conduct our business. We have all been forced to integrate technology into our business models. Whether you have been in the business for 30 years of 30 minutes, we’ve all increased our use of technology to inform, educate, and inspire our prospects,… Continue reading
-
Client Seminar Extended

At the end of June, Michael Florio and I decided to dip our toes in the waters of the virtual consumer seminar. We learned a lot and want to thank all of you who have participated in our effort. Given the positive feedback and the constraints that we are still feeling because of the pandemic,… Continue reading
-
A Producer Conversation

Earlier this week during our weekly LTC Coffee Break broadcast, spoke with a producer from North Carolina – Al Hyde. Our lead off question was simply “what is your target market”. Not surprisingly, Al shared that with us that his conversations with people ranged in age from the middle forties to the middle eighties with… Continue reading
-
Your Legacy Care Opportunity

In this week’s LTC Coffee Break webcast, discussed Legacy Care. Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. Let me explain more. Let’s say that your client is 90 years old, has a deferred annuity with $190,000 of value that is out of… Continue reading
-
Client Seminar – Tuesdays at 7

Last week, I shared a demo of our consumer seminar – The Great Retirement Income Gap with you. “The Great Retirement Income Gap” consumer webcast will be offered every Tuesday evening at 7 pm (eastern) starting on June 30 and running until August 25. As with the demo, the “virtual consumer seminar” will be in… Continue reading
-
Consumer Seminar Preview on 6/23

If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you “The Great Retirement Income Gap” consumer-approved presentation on June 23 at 3pm. Continue reading
-
Care Solutions University Invitation

Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset Care and Annuity Care) in detail and diving deep into the company story and building long lasting relationships. You are invited to our upcoming “Virtual… Continue reading

You must be logged in to post a comment.