Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 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…
Annuity Care… Indexed Annuity Care Compare 26 Aug 2022August 8, 2022 Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only…
Annuity Care… Indexed Annuity Care 19 Aug 2022August 4, 2022 Alright - it's time for me to demand your attention. I've been polite long enough and people just are not listening. Your annuity clients are sitting on a long term…
Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 Last week, I made a bold statement that EVERYONE wants the "layup" business where the clients are in good health and can be moved through underwriting based upon a phone…
Annuity Care… Another Annuity Care Pitch 24 Jun 2022June 17, 2022 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…
Annuity Care… More Annuity Care 10 Jun 2022May 25, 2022 If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long…
Annuity Care… Strategy for a Rated Case 18 Mar 2022February 16, 2022 This week's LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break…
Annuity Care… Qualified Money & Annuity Care 4 Feb 2022January 26, 2022 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…
Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Riverboat or Yacht 18 Dec 2020November 30, 2020 Yesterday, I shared a video that I shot from the banks of the Savannah River. While it was somewhat "lame", the intent is to illustrate an analogy that I have…
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…
Alzheimer's Association… Something To Chew On 13 Nov 2020October 26, 2020 For the past few weeks, we have been discussing longevity issues on Fridays with Fisher and as a part of the Leading Tomorrow with OneAmerica speaker series. I want to…
Fridays with Fisher 
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