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…
Annuity Care… New Life to Old Annuities 25 Sep 2020September 14, 2020 Here is the scenario. You have a client who is 75 years old and has positioned a her emergency healthcare funds in a fleet of non-qualified deferred annuities. In fact,…
Asset Care… Use Income to Fund Asset Care 18 Sep 2020September 14, 2020 You hear it all the time - the best leverage that you can get is from an insurance policy that you pay on a monthly basis. (Did you know that…
Asset Care… Drop-in to Get More Benefits 11 Sep 2020September 10, 2020 Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible…
Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
Asset Care… Return of Premium – Asset Care 10 Jul 2020June 24, 2020 As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency. This has led…
Asset Care… Using Qualified Money for LTC 3 Jul 2020June 24, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right?Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred.Required Minimum Distributions (RMDs):…
Care Solutions… Consumer Seminar Preview on 6/23 19 Jun 2020June 16, 2020 If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you "The Great Retirement Income Gap" consumer-approved…
Annuity Care… Care Solutions University Invitation 12 Jun 2020May 29, 2020 Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…
Annuity Care… Annuity Care Advantage 3 Apr 2020March 22, 2020 Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC…
Annuity Care… More Than Tax-Free Benefits 27 Mar 2020March 6, 2020 Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources. To review…
Annuity Care… Repurpose a Deferred Annuity 20 Mar 2020March 6, 2020 If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care… Deferred Annuity Opportunities 13 Mar 2020March 10, 2020 Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
Asset Care… Illustrating Qualified $ 6 Mar 2020March 23, 2020 Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at…
Asset Care… What Asset Care Provides 28 Feb 2020February 10, 2020 For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with…
Fridays with Fisher 
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