Continuation of Benefit Rider

September 16, 2022

September 21 – CSU in Mt. Laurel

If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our “Regional” Care Solutions University. Space is limited and registration is required. The agenda is pretty simple – over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

Annunity Care, Asset Care, csu, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, Michael Florio, New Jersey, OneAmerica
September 9, 2022

An Idea From My Dad

Let me lead off with where I ended last week …. Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Long Term Care, LTC Coffee Break

Asset Care, buy sell agreement, Coffee Break, family owned business, Fridays with Fisher, Kelly Hall, Kevin Fisher, legacy planning, Long Term Care, OneAmerica
July 1, 2022

Six Pack of Ideas

If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that we at OneAmerica offer. If you missed it, you can check it out by clicking the video clip to the left or by going to… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Long Term Care, LTC Coffee Break
June 17, 2022

Sales Opportunity – SPDR

This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care – the Single Premium Drop-In Rider (SPDR). Today, I want to expand on that idea. Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to join us on June 28 when we share our summer six… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break
June 10, 2022

More Annuity Care

If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. Hear about these Annuity Care… Continue reading

Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break
May 20, 2022

BIG NEWS!!!!!!!!!!!!!

If you haven’t already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin. For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only life based solution… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Joint Policy, OneAmerica
February 11, 2022

Asset Care Waiver of Premium

This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The waiver is not relevant with a single pay solution, but with Asset Care and the myriad of premium options, it is something to pay attention… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Joint Policy, LTC Coffee Break
February 4, 2022

Qualified Money & Annuity Care

For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am at LTCcoffeebreak.com. Lately, we’ve decided to jump into our mailbag and answer questions from our viewers. This week’s question was – can qualified money be… Continue reading

Annuity Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, LTC Coffee Break
January 28, 2022

3 Unique Funding Strategies

If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for this week, here are three premium strategies that (to the best of my knowledge) are unique to OneAmerica’s Care Solutions. Let’s jump into it and… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, LTC Coffee Break
September 17, 2021

The Value of Two

This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am back in business and on the road meeting in-person (one-on-one, small groups, or agency-level meetings). This leads me into my shameless pitch for our upcoming… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Joint Policy, Long Term Care, OneAmerica
May 28, 2021

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

Asset Care, Care Solutions, Continuation of Benefit Rider, Funding Sources, Guarantees
May 21, 2021

Inherited IRA Funding Scenario

Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might prove to be beneficial to the family members inheriting IRA proceeds. Before I get rolling, I want to remind you that this continues the qualified… Continue reading

Asset Care, Continuation of Benefit Rider, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.