Fridays with Fisher
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From The Road – Tools To Support You
A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to attend, please reach out to me and we can schedule either an in-person or virtual session. Contact me at (678) 512-9627 or via email at… Continue reading
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Road Show Review
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. If you were able to join us, we thank you and hope that you were able to walk away with an idea or two. Last… Continue reading
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FAQ from Regional Meetings
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, MA. What came out of the meetings was a sharing of ideas by those people who participated in our events. We have two coming up… Continue reading
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Maturing Annuity Opportunity
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 who are facing the prospect of a maturing annuity contract. At OneAmerica, we have a solution called Legacy Care. Legacy Care is a single premium… Continue reading
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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
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Care Solutions Road Shows
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 the next few weeks. During this 90 minute event, we’ll share concepts highlighting the flexibility of the Care Solutions product portfolio and how they meet… Continue reading
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Upcoming Virtual Consumer Event – Dr. Monica Williams
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 host an online event aimed at reducing this topic’s stigma. The event is open to the public and will be held on Thursday, Sept. 9,… Continue reading
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Do You Know Ruth & Erica
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 portfolio. As you would expect, a long duration care event has a much more significant financial impact than a short duration event. What we rarely… Continue reading
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Did you know – Monte
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 to make is that there is a parallel between long term care insurance and disability income insurance. Simply, they both provide as a means to… Continue reading
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Did you Know – Jean-Baptiste
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. It is a serious issue that MUST be addressed. Medicare and Medicaid are not designed to address this issue – we need to make sure… Continue reading
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Did You Know – Percy
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 ideas and information that aren’t corporate generated. As I was looking for a witty quote, I stumbled into a study that was done by the… Continue reading
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Did You Know – Benjamin
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 often credited for this thought, but that cannot be verified (according to checkyourfact.com). Regardless of the source, the statement rings true. A failure to plan… Continue reading
Fridays with Fisher 