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Category: Indexed Annuity Care

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.…
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…
Annuity Care…

Repurpose a Deferred Annuity

20 Mar 2020March 6, 2020
If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care…

Deferred Annuity Opportunities

13 Mar 2020March 10, 2020
Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
Annuity Care…

It’s About The Claim

17 Jan 2020December 17, 2019
Our purpose is to provide the funding resources for our policyholders when their health is compromised and they require long term care services. Last year, I shared some claims information…
Annuity Care…

E-Application Advantage

8 Nov 2019November 5, 2019
On thing that we’ve found is that submitting business using electronic application (eApp) has provided advisors with a few advantages. Along with the an assurance that an application submitted electronically…

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