From Kevin Fisher
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Annuity Care and an IRA
A question that I often get asked is whether you can fund Annuity Care I or Indexed Annuity Care with qualified money. The answer is yes but … You need to pay attention to this because it is a big ole but. When qualified money goes into Annuity Care I or Indexed Annuity Care, it… Continue reading
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More About Qualified Money
About a year ago, I posted about funding an asset-based long-term care policy (Asset Care) using qualified money. Last week, I did the same. Essentially, it was the same information just updated to 2025 standards. Do you know what both posts have in common? The volume of feedback! One cluster was simply this – “tell… Continue reading
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Sort Thru the Noise
In the January 2025 episode of Coffee Break, I shared information on how to locate more information about who OneAmerica Financial is … just go to oneamerica.com/about-us and you will get access to a boatload of information about the companies of OneAmerica Financial. There is a bunch of noise in the asset-based / linked-benefit LTC… Continue reading
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Cost of informal care
As you can tell, I have focused much of my Fridays with Fisher discussions on informal caregiving. This is inspired by the changes to Asset Care where informal care is covered benefit with a zero day elimination period! To learn more about the informal care benefit with Asset Care 2024, contact my internal sales partner… Continue reading
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Informal Care – Caregiver Training?
Last week, I talked about informal care, the OneAmerica Financial 2024 Caregiver Study, how it might work in my case, and how Asset Care 2024 provides funding for informal care. If you will recall, 63% of informal care is provided by a family member and 27% comes from their spouse. These stats and more can… Continue reading
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Levels of Care
Last week, I shared with you a bit about Asset Care 2024 and how it offers more than simply money to pay for care. I shared the care benefit concierge (claims concierge), coordination of benefits provision, and caregiver consultant for those who elect informal care. One thing that I neglected to include in the Fridays… Continue reading
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Break out the bubbly
We are almost at the magic time where (for most of us) the clock resets on our businesses – New Years! Let me be the first to wish you a happy, safe, and prosperous 2025! Rather than share an idea with you, I decided to talk about the New Years Resolution. The tradition of the… Continue reading
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Happy Holidays
I hope that you and your family have a safe and happy holiday season. Xmas 2024 For all that you do, and all that you will do to help your clients secure their lives, build their futures, and ensure their legacies – thank you. My friend’s daughter, Lindsey Taft performed this song specifically for you… Continue reading
Fridays with Fisher 
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