Care Solutions… Road Show Review 15 Oct 2021October 8, 2021 If you have paid attention to my weekly Fridays with Fisher lately, you'll recall that Michael Florio and I offered in-person Care Solutions "training" meetings in New Jersey and Massachusetts.…
Annuity Care… FAQ from Regional Meetings 1 Oct 2021September 29, 2021 This week, Michael Florio and I kicked off our OneAmerica Regional Meeting series at the Basketball Hall of Fame in Springfield, MA and at Davio's - Patriot Place in Foxboro,…
Fridays with Fisher… Maturing Annuity Opportunity 24 Sep 2021September 22, 2021 There are trillions of dollars of non-qualified deferred annuities on the books. With an aging population of annuity holders, the opportunity exists for you to provide a solution to those…
Annuity Care… The Value of Two 17 Sep 2021September 29, 2021 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…
Care Solutions… Care Solutions Road Shows 10 Sep 2021September 9, 2021 As part of our national fall surge, OneAmerica Care Solutions Road Shows are being held across the country. Michael Florio and I will be hosting 4 sessions coming up in…
Care Solutions… Upcoming Virtual Consumer Event – Dr. Monica Williams 20 Aug 2021August 16, 2021 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…
Care Solutions… Do You Know Ruth & Erica 13 Aug 2021July 30, 2021 In last week’s Fridays with Fisher, I shared a specific Monte Carlo scenario that I ran demonstrating the potential financial impact that might occur to someone with a million dollar…
Annuity Care… Did you know – Monte 6 Aug 2021July 26, 2021 In last week’s Fridays with Fisher, I shared with you my high-level viewpoint on both the physical and fiscal risk that extended healthcare events pose. One point that I tried…
Care Solutions… Did you Know – Jean-Baptiste 30 Jul 2021July 26, 2021 Last week’s Fridays with Fisher talked about some serious misunderstandings that a bulk of the population has about long term care / extended healthcare and the funding of those obligations. …
Asset Care… Did You Know – Percy 23 Jul 2021July 16, 2021 You all know that every Friday I share a little something with you in my Fridays with Fisher e-blast and blog (fridayswithfisher.com). I see this as a way to share…
Fridays with Fisher… Did You Know – Benjamin 16 Jul 2021July 13, 2021 We have heard it a million times - "by failing to prepare, you are preparing to fail" or some variation of this statement. Did you know that Benjamin Franklin is…
Alzheimer's Association… Did You Know – Elvis 9 Jul 2021June 22, 2021 As you know, last week and this I have been off moving to my more modern home. I will be back full speed on Monday, July 12. Thank you for…
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