Continuation of Benefit Rider

March 10, 2023

Qualified Money – You Can’t Do What We Do

In the February episode of Coffee Break, we discussed funding Asset Care using qualified money. If you have not seen it, please take a few minutes of your time and do so. Most of you who know me know that I try to toe the line of neutrality and objectivity. I don’t want all of… Continue reading

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

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
March 3, 2023

Qualified Money & Leverage

A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money. We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry… Continue reading

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

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
February 17, 2023

Qualified Money for LTC Funding

A few days ago on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Let’s cut to the chase – too many people get their noses out of joint when they hear me say use… Continue reading

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

401k, 403b, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money, return of premium
February 3, 2023

Asset Care with & without ROP

Our discussion for the past couple weeks has been focused on Asset Care and the Return of Premium product solution. Today, we will piggy back off of the previous discussions and I’ll share with you a conversation that I had with an advisor a short time ago. Before we get into it, if you have… Continue reading

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

Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, return of premium, ROP
January 27, 2023

ICE & 4 Ls From Niki Johnson

A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product. If you have not seen the January Coffee Break, you can check it out here. Or, you go to the website LTCcoffeebreak.com where you can… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Joint Policy, Long Term Care, LTC Coffee Break

Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, return of premium, ROP
January 20, 2023

Asset Care ROP Color Commentary

Last week, our first Coffee Break episode of 2022 was released. In it, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson. We talked about the Asset Care Return of Premium product solution that was introduced with the 2017 Asset Care reprice. If you have not seen the January Coffee Break, you can… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Joint Policy, Long Term Care, LTC Coffee Break

Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, return of premium, ROP
October 28, 2022

Can Your Plan Do This?

While I was returning home from my vacation, I was doing a Google search on “why should I buy LTC insurance”. The first website that came up was a landing page for a LTC specialist with an interesting approach. First was a statement of what we value. Let me parapharase: Here is a point that… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Guarantees, Long Term Care

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC Coffee Break, OneAmerica
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

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.