Indexed Annuity Care

November 22, 2024

Million Dollar Annuity Update

For a little over 2 years, I’ve talked about biggest secret in long-term care funding – using nonqualified deferred annuity proceeds as a strategy. I first shared with you the Million Dollar Annuity idea focusing on Indexed Annuity Care. In fact, I’ve even dedicated a specific page in Fridays with Fisher for it and have… Continue reading

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

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, Million Dollar Annuity Strategy, OneAmerica
November 15, 2024

More About Planning

When most people hear the word long-term care, where does their mind go? Continue reading

Asset Care, Campaigns, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Joint Policy, Long Term Care, Marketing Material, OneAmerica, plan

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, LTC planning, OneAmerica
November 1, 2024

Lifetime Matters

making sure that you have a plan for a long duration care situation is important! Continue reading

Alzheimer’s Association, Annuity Care, Asset Care, Care Solutions, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Lifetime Benefits, Long Term Care, LTC, LTC planning, OneAmerica, Plan for Care
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
September 20, 2024

I’ve got a guy

Pre-Underwriting Inquiry – help us help you Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Indexed Annuity Care, OneAmerica, Underwriting

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, Pre-Underwriting Inquiry, PUI, Underwriting
August 30, 2024

Self-funding – think of the impact

Recently, I stumbled upon a post on LinkedIn by a CFP who was advocating for self-funding and bypassing an insured long term care plan. Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care

Annuity Care, Annuity Care II, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC planning, OneAmerica, self-funding LTC
August 23, 2024

Feedback from Last Week

Last week, I shared a comparison of a 9 year MYGA to Annuity Care I – the product that got the whole annuity-based LTC discussion started decades ago. And, as expected, I received lots of feedback (mostly negative). Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break

Annuity Care, base only Annuity Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, tax deferred to tax free LTC
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
August 2, 2024

Clients 70 & over

The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break, OneAmerica

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
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

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.