In last week’s Fridays with Fisher, I shared with you a bit about conducting a planning conversation with your clients. I shared a few tips to help with the quality of your conversation as well as the OneAmerica Financial Plan for Care worksheet. One thing that I mentioned briefly in past posts about client plan... Continue Reading →
Client Review – Planning Conversation
For the past 2 weeks, I’ve talked about diving into your existing client base to engage in an extended care planning conversation. This is a proactive way to solidify the future of your business by strengthening your relationship with your client with a low acquisition cost. In an article in Think Advisor from October of... Continue Reading →
Client Reviews
Last week, I talked about reviewing your book of business in order to mine opportunities. In all likelihood, you already do client reviews but, it serves as a reminder that best way to grow your book of business is with the clients that you already have. The second part to this is that the review... Continue Reading →
Review Your Clients
Last week, I shared with you 3 of my goals for the first quarter of the year. One of them is to collaborate with agents & advisors to identify opportunities within their existing book of business. Regardless of how you dissect your book of business, there is one thing that you need to do –... Continue Reading →
Welcome to 2026
We are 1 day into the new year. HAPPY NEW YEAR!!! One thing that we all do is make resolutions that we ultimately end up dismissing during the course of the year. I’m guilty – I do that and did that in 2025. This year, I took it up to do some thinking and research... Continue Reading →
Just for the kicks – AI says …
Just for the kick of it, I asked ChatGPT to “WRITE AN ARTICLE ABOUT LONG-TERM CARE PLANNING” and this is what it spilled out. Long-Term Care Planning: Why It’s Essential for Your Future When most people think about their future, they envision retirement, travel, and spending time with family. However, there’s another important aspect that... Continue Reading →
Time to Get Personal
Last week, I talked about reviewing your book of business and combing for opportunities within your client base. This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true. Today, however, I am making it personal. I want YOU to review YOUR plan... Continue Reading →
Review the Book
Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year. I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business. The best prospect is always an existing client. You already... Continue Reading →
Post Thanksgiving
We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
LTC Awareness Month – The Gateway
We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner. Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together. Children who do not see their parents on a regular basis are often... Continue Reading →
LTC Month Resources
November is long-term care awareness month. Here are some resources that you might find helpful.
Make Underwriting Smoother
For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex. If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker. The ideal way to do this is submitting the application via eApp. Here is a... Continue Reading →
Fridays with Fisher 
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