We are a month into 2024 and I’ve just returned from the annual OneAmerica Financial National Sales Meeting. There are a few important pieces of information that I need to share with you. First, OneAmerica has rebranded to OneAmerica Financial. Keep your eyes and ears open for more information including a new OneAmerica Financial television... Continue Reading →
2024 – A Tune Up to OneAmerica
Earlier this week, OneAmerica announced a few changes. I am going to assume that you have not heard about them. Before anyone gets overly excited, I will crush the hope of a product revision. That is not the case. The OneAmerica brand is getting a facelift in order to better disclose what the company does. Simply, the new brand... Continue Reading →
2024 – Quick Start Idea – Marketing Store
One thing that is vitally important to our success as advisors / agents / agencies is filling our pipeline with prospects then converting them into clients. For some, client acquisition is “old school” where they dive into their client base and perform annual reviews. Others employ seminars to attract new clients by offering educational opportunities. ... Continue Reading →
NEW – Consumer Presentation – Learn More
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – How You Pay
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Cost of Care
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Compare
The new Asset Care consumer presentation is available.
NEW – Asset Care Consumer Presentation
The new Asset Care consumer presentation is available.
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 →
From The Road – Tools To Support You
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 →
Upcoming Virtual Consumer Event – Dr. Monica Williams
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 →
Fridays with Fisher 
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