If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso... Continue Reading →
In this week's LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. https://youtu.be/V4nuPTW5hDU LTC Coffee Break Espresso Shot 4/26/2022 Hear this idea and many more when, we share a new episode every Tuesday at 10 a.m. only at LTCcoffeebreak.com. There is more to... Continue Reading →
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 →
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 →
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 →
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 →
As you know, coming up on May 3, LTC Coffee Break will be airing a full episode featuring industry legend Phyllis Shelton. Earlier this week, we shared an excerpt from our conversation with Phyllis where she talks about WHO actually benefits from a plan. If you didn't watch, check it out. https://youtu.be/wpdIhTlaCqA LTC Coffee Break... Continue Reading →
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 →
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question "my client can afford to pay for long term care, he is high net worth." Well, Michael shared an analogy to buying a luxury sports car. Check it out. https://youtu.be/_Bpk_e_8_uo LTC Coffee Break Espresso Shot 3/29/2022 Get... Continue Reading →
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question "Fisher - why do you talk about lifetime benefits so often." Well, it is because we can. There is more to the story, give it a view and listen to Michael's insight. https://youtu.be/JC0JQ776-IY LTC Coffee Break Espresso... Continue Reading →
This week's episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which he and an advisor recently employed. You should check it out. https://youtu.be/JC0JQ776-IY LTC Coffee Break Espresso Shot 3/22/2022 Get a new idea Tuesday when Michael... Continue Reading →
This week's LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break Espresso Shot 3/15/2022 Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single... Continue Reading →
Fridays with Fisher 
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