That's right - you heard me ... Asset Care premiums will be decreased for the second time in 2022. This will be effective December 9, 2022. New rates will not be available to illustrate until that date. Here are the funding strategies being impacted: Single Premium, including Single Premium Drop In Rider, Recurring premium 5-pay... Continue Reading →
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 is required. The agenda is pretty simple - over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,... Continue Reading →
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 win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you... 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 →
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 →
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 to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms... Continue Reading →
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 company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda - I want your business. That is why I share ideas... Continue Reading →
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 at LTCcoffeebreak.com. Lately, we've decided to jump into our mailbag and answer questions from our viewers. This week's question was - can qualified money be... Continue Reading →
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 this week, here are three premium strategies that (to the best of my knowledge) are unique to OneAmerica's Care Solutions. https://youtu.be/C6qiPyCySZw LTC Coffee Break Espresso... Continue Reading →
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 am going to piggyback on this week's LTC Coffee Break Espresso Shot where Michael shared a little on who should be party to the LTC... Continue Reading →
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 and I have produced a weekly webcast LTC Coffee Break where we share ideas and information about long term care with a focus on the... Continue Reading →
Fridays with Fisher 
You must be logged in to post a comment.