A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product. If you have not seen the January Coffee Break, you can check it out here. Or, you go to the website LTCcoffeebreak.com where you can... Continue Reading →
Last week, our first Coffee Break episode of 2022 was released. In it, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson. We talked about the Asset Care Return of Premium product solution that was introduced with the 2017 Asset Care reprice. If you have not seen the January Coffee Break, you can... Continue Reading →
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 is required. The agenda is pretty simple - over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,... Continue Reading →
This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on that idea. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 Check out this week's episode and more at LTCcoffeebreak.com. And, remember to join us on June... Continue Reading →
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 term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso... Continue Reading →
In this week's LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 Hear this idea and many more when, we share a new episode every Tuesday at 10 a.m. only at LTCcoffeebreak.com. There is more to... Continue Reading →
If you haven't already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin. CLICK TO PLAY For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only... Continue Reading →
I don't claim to be unbiased. I admit that I have an agenda. I want you to address your client's long term care funding needs using the products that my company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda - I want your business. That is why I share ideas... Continue Reading →
This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The waiver is not relevant with a single pay solution, but with Asset Care and the myriad of premium options, it is something to pay attention... Continue Reading →
Earlier this month, Michael Florio and I shared some ideas about why advisors should include LTC funding as part of their client conversations. Last week, we reiterated that point. I am going to piggyback on this week's LTC Coffee Break Espresso Shot where Michael shared a little on who should be party to the LTC... Continue Reading →
This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am back in business and on the road meeting in-person (one-on-one, small groups, or agency-level meetings). This leads me into my shameless pitch for our upcoming... Continue Reading →
Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might prove to be beneficial to the family members inheriting IRA proceeds. Before I get rolling, I want to remind you that this continues the qualified... Continue Reading →
Fridays with Fisher 
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