Fridays with Fisher

Central Hub and Archives

Funding Sources

October 18, 2024

Funding Flexibility

The funding options for Asset Care are not changing Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, OneAmerica

Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica
October 11, 2024

New England Product Launch

Announcing Asset Care enhancements Continue reading

Asset Care, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, OneAmerica, qualified money, Underwriting

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Regional Meetings, return of premium
October 4, 2024

OneAmerica Road Shows

They are back! The OneAmerica Financial Care Solutions “Road Shows” where we bring the Care Solutions story to you! Starting on October 21, we will be sharing our story with you. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care, Marketing Material, OneAmerica, qualified money

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Road Shows
August 30, 2024

Self-funding – think of the impact

Recently, I stumbled upon a post on LinkedIn by a CFP who was advocating for self-funding and bypassing an insured long term care plan. Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care

Annuity Care, Annuity Care II, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC planning, OneAmerica, self-funding LTC
August 23, 2024

Feedback from Last Week

Last week, I shared a comparison of a 9 year MYGA to Annuity Care I – the product that got the whole annuity-based LTC discussion started decades ago. And, as expected, I received lots of feedback (mostly negative). Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break

Annuity Care, base only Annuity Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, tax deferred to tax free LTC
August 16, 2024

Let’s compare

we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, OneAmerica Incentives

Annuities, Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, tax deferred to tax free LTC, tax free LTC
August 2, 2024

Clients 70 & over

The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break, OneAmerica

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
July 5, 2024

Stop with the product – talk about a plan

I am sick and tired of looking at LinkedIn posts where asset-based / linked benefits long-term care plans are dragged through the mud. THIS HAS TO STOP! Continue reading

Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, OneAmerica Financial
June 28, 2024

America is Aging – Act NOW!

Last week, I came across an online article at McKnight’s Senior Living website … Nation’s older adult population changing, federal report shows. One thing that I think that we need to pay attention to is the shifting demographics of our nation. We are (and have been) getting older on average. In 2022, according to a… Continue reading

Care Solutions, Fridays with Fisher, Funding Sources, Long Term Care, OneAmerica
June 21, 2024

Challenge Accepted

Challenge accepted – base only Annuity Care transforms tax-deferred growth into tax-free LTC Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, OneAmerica

Annuities, Annuity Care, Fridays with Fisher, Indexed Annuity Care, instant approval, Kevin Fisher, Long Term Care, OneAmerica
June 14, 2024

Repurposing Annuities

WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!! Continue reading

Annuity Care, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, OneAmerica

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, instant approval, Kevin Fisher, Long Term Care, LTC
May 24, 2024

Marketing Resources for You

you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS). Continue reading

Care Solutions, Consumer Approved, Fridays with Fisher, Funding Sources, Long Term Care, Marketing Material

Annuity Care, Asset Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, OneAmerica Marketing Store

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.