Fridays with Fisher

August 5, 2022

OneAmerica Underwriting Advantage

Here is a general statement about underwriting in the linked benefit / hybrid / asset-based long term care space … EVERYONE is willing to work with clients who are table 4 or better; EVERYONE offers streamlined underwriting (in one form or another); and EVERYONE offers products for people 75 and younger. ONLY ONEAMERICA offers you… Continue reading

Care Solutions, Fridays with Fisher, Long Term Care, LTC Coffee Break, Underwriting
July 29, 2022

Less Than Perfect Client To Underwrite

This past week on LTC Coffee Break, we spoke with OneAmerica’s Care Solutions underwriting directors Diane Carpenter and David Gorman. If you didn’t have a chance to watch, check it out. For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Every Tuesday at 10 am, we release a new episode exclusively… Continue reading

Asset Care, Fridays with Fisher, Long Term Care, LTC Coffee Break, Underwriting
July 22, 2022

Independent Leaders’ Conference

Each year, we bring our top producers together to celebrate their success. The 2023 Independent Leader’s Conference is scheduled for June 8 – 12 and will take place at the Grand Hyatt Baja Mar Resort in Nassau, Bahamas. You can qualify for an invitation by accumulating 1,250,000 conference credits between January 1 and December 31,… Continue reading

Care Solutions, Fridays with Fisher, OneAmerica
July 15, 2022

Pre-Work For Underwriting

This past week on LTC Coffee Break, we spent a little extra time talking about some of the tools that OneAmerica makes available to you in an effort to improve the underwriting experience. If you didn’t have a chance to watch, check it out. For additional LTC Coffee Break episodes, you should go to the… Continue reading

Annuity Care, Asset Care, Fridays with Fisher, Long Term Care, Underwriting
July 8, 2022

Independence

We are fresh off the long holiday weekend where we celebrate our nation declaring independence. I hope that you had a safe and enjoyable time. July 4 to me always brings me back to remembering my great-aunt and godmother who was a big part of my life from the day that I was born until… Continue reading

Fridays with Fisher, Long Term Care, LTC Coffee Break
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 24, 2022

Another Annuity Care Pitch

Earlier this week on LTC Coffee Break, we talked about Annuity Care. Yes, I am beating the drum for Annuity Care as it is a great product solution and you need to pay attention to what it can offer you and your clients! Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to… Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, 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
June 3, 2022

Qualified Money

In this week’s LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. Hear this idea and many more when, we share a new episode every Tuesday at 10 a.m. only at LTCcoffeebreak.com. There is more to LTC Coffee Break. You can also view… Continue reading

Asset Care, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break
May 27, 2022

Two For One

Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in house, those new rates will apply. If you have any questions pertaining to the reprice, PLEASE DIRECT YOUR QUESTIONS TO JUSTIN FOX AT (844) 658-3725… Continue reading

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

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.