Annuity Care… The value of Two 17 Sep 2021September 17, 2021 This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am…
Care Solutions… Do You Know Ruth & Erica 13 Aug 2021July 30, 2021 In last week’s Fridays with Fisher, I shared a specific Monte Carlo scenario that I ran demonstrating the potential financial impact that might occur to someone with a million dollar…
Annuity Care… Did you know – Monte 6 Aug 2021July 26, 2021 In last week’s Fridays with Fisher, I shared with you my high-level viewpoint on both the physical and fiscal risk that extended healthcare events pose. One point that I tried…
Care Solutions… Did you Know – Jean-Baptiste 30 Jul 2021July 26, 2021 Last week’s Fridays with Fisher talked about some serious misunderstandings that a bulk of the population has about long term care / extended healthcare and the funding of those obligations. …
Asset Care… Did You Know – Percy 23 Jul 2021July 16, 2021 You all know that every Friday I share a little something with you in my Fridays with Fisher e-blast and blog (fridayswithfisher.com). I see this as a way to share…
Fridays with Fisher… Did You Know – Benjamin 16 Jul 2021July 13, 2021 We have heard it a million times - "by failing to prepare, you are preparing to fail" or some variation of this statement. Did you know that Benjamin Franklin is…
Alzheimer's Association… Did You Know – Elvis 9 Jul 2021June 22, 2021 As you know, last week and this I have been off moving to my more modern home. I will be back full speed on Monday, July 12. Thank you for…
Care Solutions… Columbo 25 Jun 2021June 21, 2021 If you have been in the business for any time, you will recognize the phrase "the Columbo Close" where as you wrap up your conversation with a "quick question" which…
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…
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