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 →
These past couple of weeks, I have spend time in New Jersey meeting with agents, advisors, their clients, and the brokerage agencies who partner the OneAmerica. One thing that continues to surprise me is the general disconnect with planning for a long term care need. Simply, most people instantly jump into a product pitch and... Continue Reading →
A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to attend, please reach out to me and we can schedule either an in-person or virtual session. Contact me at (678) 512-9627 or via email at... Continue Reading →
Starting a conversation with a client about their end of life planning can be difficult. To help with this process, we at OneAmerica have worked with Dr. Monica Williams to host an online event aimed at reducing this topic’s stigma. The event is open to the public and will be held on Thursday, Sept. 9,... Continue Reading →
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 →
It's been almost a year since we moved full scale into the virtual world. For some, it has been a simple transition. For others, it has been a major struggle. No matter where you fall in that spectrum, the virtual meeting that we have all come to love (or hate) is part of our business... Continue Reading →
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 →
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 →
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 →
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 →
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.
While consumer seminars may not be “your thing”, many of the underlying principles for a seminar apply to the normal operation of our businesses. Please take a moment to read this even if you are not a “seminar guy”. Last week I shared with you that consumer seminar material is available from OneAmerica. From invitations,... Continue Reading →
Fridays with Fisher 
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