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…
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…
Annuity Care… Longevity 30 Oct 2020October 28, 2020 Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with…
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…
Annuity Care… Annuity Care II Case Rescue 24 Jul 2020June 24, 2020 One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song "You can't always get what…
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…
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… Application Submission Options 17 Apr 2020March 27, 2020 There are two ways to submit applications for OneAmerica's Care Solutions products -traditional paper process or electronically. With the "shelter in place" requirements in many of our communities, electronic submission…
Care Solutions… Self-Insure = Risk Retention 18 Oct 2019October 14, 2019 According to The Motley Fool in an article from February 24, 2018, the average retirement lasts for 18 years and begins at age 63. While the article is focused on…
Annuity Care… A Little Pool Anyone? 20 Sep 2019August 22, 2019 Here we go again – the discussion of addressing the extended healthcare (aka long term care) funding issue. For many, self-funding ends up being the answer. By default or by…
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