Last week, I made a bold statement that EVERYONE wants the "layup" business where the clients are in good health and can be moved through underwriting based upon a phone interview. It's true - anyone can do that. What is also true is that OneAmerica chooses to offer solutions to more people because OneAmerica is... Continue Reading →
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); andEVERYONE offers products for people 75 and younger. ONLY ONEAMERICA offers you ...... Continue Reading →
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. https://youtu.be/5OmH0-q3spQ LTC Coffee Break Espresso Shot 7/26/2022 For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Every Tuesday at 10... Continue Reading →
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 →
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. https://youtu.be/2UHglBemX-Q LTC Coffee Break Espresso Shot 7/12/2022 For additional LTC Coffee... Continue Reading →
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 →
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. https://youtu.be/tDW-jCAIj1k LTC Coffee Break Espresso Shot 6/29/2022 If you missed it, you can check it out by clicking the video clip... Continue Reading →
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! https://youtu.be/tDW-jCAIj1k LTC Coffee Break Espresso Shot 6/21/2022 Check out this week's episode... Continue Reading →
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. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 Check out this week's episode and more at LTCcoffeebreak.com. And, remember to join us on June... Continue Reading →
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. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso... Continue Reading →
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. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 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... Continue Reading →
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 →
Fridays with Fisher 
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