Fridays with Fisher… OneAmerica Tools – Coffee Break 27 Mar 2020March 27, 2020 First and foremost, I hope you and everyone in your family are safe and protecting your health. This is certainly an extraordinary time. Originally, I was going to spend this…
Asset Care… What Asset Care Provides 28 Feb 2020February 10, 2020 For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with…
Asset Care… Use IRA to Fund LTC with Asset Care 21 Feb 2020February 10, 2020 Funding Asset Care with qualified money (traditional IRA, 401k, 403b, etc) is a simple concept. Here is what you need to know at a high level. You will certainly have…
Asset Care… Qualified Money Funds LTC 14 Feb 2020February 10, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required…
Asset Care… SECURE Act Creates Opportunity 7 Feb 2020February 10, 2020 The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. The SECURE Act is aimed…
Annuity Care… The Pre-Underwriting Inquiry 31 Jan 2020January 30, 2020 Everyone is not in perfect health - we know that. We also recognize that the market for our extended healthcare (LTC) funding solutions is not young (the typical client is…
Annuity Care… Your Clients Aren’t Average 24 Jan 2020December 18, 2019 Some carriers like to claim that your clients don’t need LTC protection beyond the average length of a care need. But preparing for only the average length of a care…
Annuity Care… It’s About The Claim 17 Jan 2020December 17, 2019 Our purpose is to provide the funding resources for our policyholders when their health is compromised and they require long term care services. Last year, I shared some claims information…
Alzheimer's Association… OneAmerica & Alzheimer’s Assoc. 10 Jan 2020December 17, 2019 Why do you stress lifetime benefits? Here's why ... Today, one in three seniors dies with Alzheimer’s disease or another dementia1. Research brings us answers every day that move us closer…
Fridays with Fisher 3 Ideas 18 Dec 2019December 18, 2019 One thing about our business - we are always planning. From managing our schedules to working with your client's - we are always working some form a plan. It is…
Asset Care… Asset Care & Executive Bonus 13 Dec 2019December 12, 2019 A Controlled Executive Bonus Plan — also known as a Restrictive Bonus or Section 162 plan — is an agreement that typically allows employers to use tax deductible money as…
2017 CSO Launch… Asset Care Recap of Highlights 6 Dec 2019December 10, 2019 Since the roll out of our new Asset Care products over the summer, many of our current producers have been pleased by the new opportunities that have been created. Here…
