Fridays with Fisher

Central Hub and Archives

Guarantees

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
September 27, 2024

INSTANT APPROVAL

Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Guarantees, Indexed Annuity Care, Long Term Care, LTC Coffee Break, New Business, Underwriting

Annuities, Annuity Care, Coffee Break, Indexed Annuity Care, instant approval, Kevin Fisher, LTC, OneAmerica, Underwriting
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 9, 2024

Versatility Refound

Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care” Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, OneAmerica

Annuity Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica, Pension Protection Act, PPA
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 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 17, 2024

Compare Annuity Care

You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably. Continue reading

Annuity Care, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, Taxes & Trusts

Annuity Care, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
April 19, 2024

Another Spin on the Split Annuity

Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need. Continue reading

Annuity Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care

Annuity Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica, split annuity
April 12, 2024

Annuity funding – split annuity

Do me this favor – contact me with your net annuity case for a client who is 70 or older and has that money earmarked as either “leave on” or “emergency” money. We might be able to create a better solution. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care

Annuities, Annuity Care, Annuity Care II, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica, tax deferred to tax free LTC

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.