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 →

New Jersey Follow-up

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 →

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 →

Virtual Consumer Seminar

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 →

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 →

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 →

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 →

Tips for Seminar Success

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 →

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