Alzheimer's Association… True Look at Impact of LTC 4 Jun 2021June 2, 2021 This video has made its way around the web and has been shared on LinkedIn a bit. If you have not see it yet, it is a must watch. https://www.youtube.com/watch?v=EuRHHmXbzYs…
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…
Asset Care… Funding Source – Qualified Money 7 May 2021May 6, 2021 If you were able to catch the most recent release of our full LTC Coffee Break earlier this week, you will recall that Michael and I discuss using qualified money…
Fridays with Fisher… Look at the Averages 30 Apr 2021April 20, 2021 For the past month, I have been sharing commentary and ideas related to averages, longevity, and extended healthcare. That kicked off on April 6 with our LTC Coffee Break broadcast.…
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…
