Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Client Profile 26 Mar 2021March 22, 2021 A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly…
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… Virtual Product Training 15 Jan 2021January 14, 2021 Learn About the deepest set of solutions in the industry If you've been around the industry for any time, you will understand the changes and challenges that long term care…
Care Solutions… New Year’s Challenge 1 Jan 2021December 26, 2020 Well, it is over. The mess of 2020 has ended and I, for one, am looking forward to getting started in 2021. One thing for certain that 2020 gave us…
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…
Asset Care… Use Income to Fund Asset Care 18 Sep 2020September 14, 2020 You hear it all the time - the best leverage that you can get is from an insurance policy that you pay on a monthly basis. (Did you know that…
Asset Care… Drop-in to Get More Benefits 11 Sep 2020September 10, 2020 Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible…
Asset Care… Reimbursement or Indemnity 7 Aug 2020August 6, 2020 If you have been paying attention to my weekly LTC Coffee Break broadcast schedule, you'll have noticed this week that Michael Florio and I discussed the topic of reimbursement and…
Asset Care… Return of Premium – Asset Care 10 Jul 2020June 24, 2020 As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency. This has led…