Maximizing Your Annuity

I’ve been riding this topic hard for the last few months and for a good reason!  One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot... Continue Reading →

Don’t Accept the Default Plan

Let me ask you a quick question.  What’s a better … executing a plan or relying on the luck? You know the answer – executing a plan.  Unfortunately, that isn’t the case for most people.  If you recall from the OneAmerica Consumer Sentiment Survey that we released last November, one revelation was that consumers doubt... Continue Reading →

Qualified Money & Leverage

A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money.  We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry... Continue Reading →

Qualified Money & Asset Care

Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care.  If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica.  Upon receipt of the proceeds from the rollover, OneAmerica... Continue Reading →

ICE & 4 Ls From Niki Johnson

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 →

Asset Care ROP Color Commentary

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 →

BIG NEWS!!!!!!!!!!!!!

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 →

Create a website or blog at WordPress.com

Up ↑

%d bloggers like this: