Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration…
Asset Care… An Idea From My Dad 9 Sep 2022August 24, 2022 Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and…
Annuity Care… Another Annuity Care Pitch 24 Jun 2022June 17, 2022 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…
Asset Care… Sales Opportunity – SPDR 17 Jun 2022June 2, 2022 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…
Asset Care… Qualified Money 3 Jun 2022May 19, 2022 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…
Care Solutions… Something For Nothing 13 May 2022May 3, 2022 The saying that you can't get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is…
Annuity Care… A Plug for Asset Based LTC 29 Apr 2022April 24, 2022 I don't claim to be unbiased. I admit that I have an agenda. I want you to address your client's long term care funding needs using the products that my…
Annuity Care… Qualified Money & Annuity Care 4 Feb 2022January 26, 2022 For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am…
Annuity Care… 3 Unique Funding Strategies 28 Jan 2022January 4, 2022 If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for…
Care Solutions… 3 Client Profiles 21 Jan 2022January 4, 2022 Earlier this month, Michael Florio and I shared some ideas about why advisors should include LTC funding as part of their client conversations. Last week, we reiterated that point. I…
Annuity Care… Start 2022 Knowing WHO 7 Jan 2022January 4, 2022 It is the start of another new year. Hopefully, this year plays out better than the past two years have. But, only time will tell. For 21 months, Michael Florio…
Care Solutions… Transition Talk To The Plan 17 Dec 2021November 20, 2021 This morning, I was reading an email from a friend and colleague about the cost of long term care and the concept of how Medicare can contribute to the funding…
Fridays with Fisher 
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