Joint Policy
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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
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Qualified Money – You Can’t Do What We Do
In the February episode of Coffee Break, we discussed funding Asset Care using qualified money. If you have not seen it, please take a few minutes of your time and do so. Most of you who know me know that I try to toe the line of neutrality and objectivity. I don’t want all of… Continue reading
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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
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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
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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
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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
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September 21 – CSU in Mt. Laurel
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
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Sales Opportunity – SPDR
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. Check out this week’s episode and more at LTCcoffeebreak.com. And, remember to join us on June 28 when we share our summer six… Continue reading
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More Annuity Care
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. Hear about these Annuity Care… Continue reading
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Qualified Money
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. 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 LTC Coffee Break. You can also view… Continue reading
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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. For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only life based solution… Continue reading
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A Plug for Asset Based LTC
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
Fridays with Fisher 
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