Fridays with Fisher… 6 weeks left – Legacy Care 19 Nov 2021November 18, 2021 Every quarter, I share this opportunity with you. And, every quarter two or three of you call me or my internal Justin with a case. So, it bears repeating. Look…
Fridays with Fisher… Maturing Annuity Opportunity 24 Sep 2021September 22, 2021 There are trillions of dollars of non-qualified deferred annuities on the books. With an aging population of annuity holders, the opportunity exists for you to provide a solution to those…
Care Solutions… Your Legacy Care Opportunity 17 Jul 2020July 9, 2020 In this week's LTC Coffee Break webcast, discussed Legacy Care. Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. …
2017 CSO Launch… History of Innovation 2 Aug 2019August 2, 2019 Asset-based LTC, aka hybrid or linked linked benefit, have existed since 1988. OneAmerica stakes a claim to being the premier innovator of this space. There is only one other carrier…
Annuity Care… Q&A – Annuity Training 2 Aug 2019July 8, 2019 Question: What products require annuity training? Answer: A good chunk of the Care Solutions portfolio is comprised of annuity based solutions. The following products require annuity training: Asset Care Annuity…
2017 CSO Launch… Waiver or Premium / Elimination Period 14 Jun 2019June 4, 2019 Let's take a look at two of the new features that you will find in the Asset Care product relaunch in July - waiver of premium and the elimination period.…
Fridays with Fisher… Beneficiary Options for Legacy Care 15 Mar 2019March 6, 2019 It is important for all of us to be aware of our options and Legacy Care beneficiaries are no different. As with other annuity contracts, Legacy Care beneficiaries have several ways in which…
Fridays with Fisher… Solution to a Maturing Annuity 15 Mar 2019March 6, 2019 With trillions of dollars of non-qualified deferred annuities on the books and an aging population, an opportunity exists for you to provide a solution to those long time annuity holders…
Annuity Care… 1035 Exchange & the Transfer Annuity 6 Mar 2019March 6, 2019 Let's set the stage. The advisor and client agree that Annuity Care is the best way to address their LTC concern. It seems like a slam dunk, the client has a boatload of…
Fridays with Fisher 