Funding Sources

March 10, 2023

Qualified Money – You Can’t Do What We Do

In the February episode of Coffee Break, we discussed funding Asset Care using qualified money. If you have not seen it, please take a few minutes of your time and do so. Most of you who know me know that I try to toe the line of neutrality and objectivity. I don’t want all of… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, qualified money

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
March 3, 2023

Qualified Money & Leverage

A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money. We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, qualified money

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
February 24, 2023

Qualified Money & Asset Care

Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica. Upon receipt of the proceeds from the rollover, OneAmerica… Continue reading

Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

annuity funded whole life, Asset Care, Care Solutios, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money
February 17, 2023

Qualified Money for LTC Funding

A few days ago on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Let’s cut to the chase – too many people get their noses out of joint when they hear me say use… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Long Term Care, LTC Coffee Break

401k, 403b, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money, return of premium
December 2, 2022

Asset Care Premium Reduction

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: In California, Asset Care I, II, and III will be changed… Continue reading

Asset Care, Fridays with Fisher, Funding Sources

Asset Care, Fridays with Fisher, Kevin Fisher, LTC, OneAmerica
September 16, 2022

September 21 – CSU in Mt. Laurel

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

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

Annunity Care, Asset Care, csu, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, Michael Florio, New Jersey, OneAmerica
September 9, 2022

An Idea From My Dad

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

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Long Term Care, LTC Coffee Break

Asset Care, buy sell agreement, Coffee Break, family owned business, Fridays with Fisher, Kelly Hall, Kevin Fisher, legacy planning, Long Term Care, OneAmerica
June 24, 2022

Another Annuity Care Pitch

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! Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to… Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break
June 17, 2022

Sales Opportunity – SPDR

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. Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to join us on June 28 when we share our summer six… Continue reading

Asset Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break
June 3, 2022

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. 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 LTC Coffee Break. You can also view… Continue reading

Asset Care, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break
May 13, 2022

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

Care Solutions, Fridays with Fisher, Funding Sources, Long Term Care, LTC Coffee Break, Marketing Material
April 29, 2022

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

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Underwriting

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.