A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product. If you have not seen the January Coffee Break, you can check it out here. Or, you go to the website LTCcoffeebreak.com where you can... Continue Reading →
Asset Care ROP Color Commentary
Last week, our first Coffee Break episode of 2022 was released. In it, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson. We talked about the Asset Care Return of Premium product solution that was introduced with the 2017 Asset Care reprice. If you have not seen the January Coffee Break, you can... Continue Reading →
Moving on from 2022
2022 is almost history. For some, it is good riddance. For others, there are fond memories. No matter how you slice it time rolls on and 2023 is upon us. Before we roll into the new year, I want to remind you of a few things for 2022 that might prove to be useful in... Continue Reading →
What’s your Plan?
This week, I hope to be brief. Afterall, most people are taking time off or slowing down between now and the start of the new year. With this in mind, I have a quick question – what’s your plan for doing business in 2023? For some, it might be increasing your consumer outreach. We can... Continue Reading →
Averages & LTC Planning
A short time ago, on LTC Coffee Break, I spoke with Jen Wagoner about state-sponsored long term care programs like the Washington state CARES Fund. https://youtu.be/nbPHQvZ_mNM LTC Coffee Break Espresso Shot 11/29/2022 If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should... Continue Reading →
State Funded LTC Programs
Last week, I spoke with Jen Wagoner (my counterpart from the west coast) about state-sponsored long term care programs and pending legislation. https://youtu.be/nbPHQvZ_mNM LTC Coffee Break Espresso Shot 11/29/2022 If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should go to the... Continue Reading →
State Sponsored LTC Webcast
Funny what a year can do. Think about that statement and where we as an industry were. The enrollment deadline for the Washington state Cares Act was looming, business was swamping carriers, and everyone seemed to be losing their collective minds from the chaos that resulted. Today, the waves has passed, the Act was paused... Continue Reading →
Homework Assignment
In this week's LTC Coffee Break, I shared with you 3 take-aways going into the Thanksgiving holiday. https://youtu.be/loW3K6BN7fo LTC Coffee Break Espresso for 11/15/2022 If you didn't feel like watching the episode, they are pretty simple: join me on November 29 for a conversation with Jen Wagoner about state-sponsored LTC plans, check out the OneAmerica... Continue Reading →
OneAmerica’s Consumer Survey
If you weren't paying attention to this week's LTC Coffee Break, I shared with you a bit about our recently released LTC Consumer Survey. I've heard throughout my career not to sell by the numbers and "statistics don't sell." I do not disagree, but they do help illustrate a point and add perspective to a... Continue Reading →
It’s Time To Talk
One thing that is important to note is that talk is not cheap. It is never cheap. Sometimes it may seem to be meaningless, but it always comes with a cost. Today, I want to share this week's LTC Coffee Break Espresso Shot with you to illustrate the importance of talking and how it is... Continue Reading →
September 21 – CSU in Mt. Laurel
If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration is required. The agenda is pretty simple - over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,... Continue Reading →
An Idea From My Dad
Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you... Continue Reading →
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