Asset Care… How Qualified Money Works 28 May 2021May 13, 2021 This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join…
Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might…
Asset Care… SECURE your LTC 14 May 2021May 6, 2021 The first Tuesday of every month, Michael Florio and I host our webcast - LTC Coffee Break. This past episode, we discussed using qualified money as a funding source for…
Asset Care… Funding Source – Qualified Money 7 May 2021May 6, 2021 If you were able to catch the most recent release of our full LTC Coffee Break earlier this week, you will recall that Michael and I discuss using qualified money…
Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Client Profile 26 Mar 2021March 22, 2021 A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly…
Annuity Care… Care Solutions Illustrations 26 Feb 2021February 16, 2021 It doesn't matter what you call them - proposal, hypo, quote, or illustration - they all provide similar information intended to help educate, inform, and inspire the client to take…
Annuity Care… Deep Dives 8 Jan 2021January 7, 2021 As the leader in asset based long term care, OneAmerica does not believe in a "one size fits all" approach to long term care funding. From pay-as- you-go to annuities…
Care Solutions… New Year’s Challenge 1 Jan 2021December 26, 2020 Well, it is over. The mess of 2020 has ended and I, for one, am looking forward to getting started in 2021. One thing for certain that 2020 gave us…
Annuity Care… Riverboat or Yacht 18 Dec 2020November 30, 2020 Yesterday, I shared a video that I shot from the banks of the Savannah River. While it was somewhat "lame", the intent is to illustrate an analogy that I have…
Annuity Care… More Than One Way To Pay 11 Dec 2020November 24, 2020 One thing that we always discuss from a planning perspective is how will you pay. How will you pay for care if it is needed ? How will you pay…
Fridays with Fisher… Qualified Money 4 Dec 2020November 12, 2020 As part of our Leading Tomorrow with One America speaker series, Ed Slott - America's IRA expert shared his insights into IRA and qualified money. I am not going to…
