Two For One

Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in house, those new rates will apply. If you have any questions pertaining to the reprice, PLEASE DIRECT YOUR QUESTIONS TO JUSTIN FOX AT (844) 658-3725... Continue Reading →

Something For Nothing

The saying that you can't get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms... Continue Reading →

Poo Wee or PUI

This week's LTC Coffee Break was a full edition that featured Phyllis Shelton. It was a wide ranging conversation that included conversations about our responsibility as advisors to include long term care funding in our planning conversations, her thoughts on asset-based long term care, her thoughts on plan designs, and a bunch more. https://youtu.be/V4nuPTW5hDU LTC... Continue Reading →

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 →

Words from the Expert

For the past 2 years, since the pandemic hit, Michael Florio and I have produced LTC Coffee Break. Our whole objective is to educate, inform, and inspire you. Recently, we were able to secure an interview with Phyllis Shelton, president of Got LTCi. Over the next few weeks, we will share excerpts from our conversation.... Continue Reading →

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