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 →
Qualified Money
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 →
Something For Nothing
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 →
A Plug for Asset Based LTC
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 →
Qualified Money & Annuity Care
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 →
3 Unique Funding Strategies
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 →
3 Client Profiles
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 →
Start 2022 Knowing WHO
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 →
Transition Talk To The Plan
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 of a care event. A point that was made is that Medicare and Medicare Supplement insurance policies have been commoditized. Simply, people expect to have... Continue Reading →
Lesson From WA state
Well, the Washington state deadline has passed (thankfully) and there were many lessons that should have been learned from it. I am not going to hammer any of the "big picture" learnings like the Washington elected leaders and bureaucrats developed a plan in a bubble. And, the opinions of the mandate aren't very favorable ...... Continue Reading →
FAQ from Regional Meetings
This week, Michael Florio and I kicked off our OneAmerica Regional Meeting series at the Basketball Hall of Fame in Springfield, MA and at Davio's - Patriot Place in Foxboro, MA. What came out of the meetings was a sharing of ideas by those people who participated in our events. We have two coming up... Continue Reading →
How Qualified Money Works
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 Michael Florio and me for our LTC Coffee Break on Tuesday mornings at 10am. You can catch our most recent release and access our library... Continue Reading →
Fridays with Fisher 
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