Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 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…
Asset Care… SECURE your LTC 14 May 2021May 6, 2021 The first Tuesday of every month, Michael Florio and I host our webcast - LTC Coffee Break. This past episode, we discussed using qualified money as a funding source for…
Annuity Care… Care Solutions Illustrations 26 Feb 2021February 16, 2021 It doesn't matter what you call them - proposal, hypo, quote, or illustration - they all provide similar information intended to help educate, inform, and inspire the client to take…
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…
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… Longevity 30 Oct 2020October 28, 2020 Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with…
Annuity Care… Annuity Care II Case Rescue 24 Jul 2020June 24, 2020 One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song "You can't always get what…
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…
Asset Care… Illustrating Qualified $ 6 Mar 2020March 23, 2020 Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at…
Asset Care… What Asset Care Provides 28 Feb 2020February 10, 2020 For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with…
Asset Care… Qualified Money Funds LTC 14 Feb 2020February 10, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required…
Asset Care… SECURE Act Creates Opportunity 7 Feb 2020February 10, 2020 The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. The SECURE Act is aimed…
