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Category: Indexed Annuity Care

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…
Annuity Care…

The 1035 and Annuity Care

31 Jul 2020July 13, 2020
Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain.  Also remember, this is simply a repositioning strategy which does not…
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…

Claims Concierge – Making It Easier

8 May 2020April 20, 2020
We are in the business of providing a financial solution to a family when they most need it.  And, when an extended healthcare event occurs, there is no more important…
Annuity Care…

Pre-Underwriting Improves Process

24 Apr 2020March 30, 2020
One thing that most of us complain about is the "cycle time" for a policy to be issued.  An area that experiences more than their share of criticism is underwriting.…

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2017 CSO Launch Alzheimer's Association Annuity Care Asset Care Campaigns Care Solutions Claims Consumer Approved Continuation of Benefit Rider Fridays with Fisher Funding Sources Guarantees Indexed Annuity Care Joint Policy Legacy Care Long Term Care LTC Coffee Break Marketing Material New Business OneAmerica OneAmerica Incentives Taxes & Trusts Uncategorized Underwriting Video Library
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