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… 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…
Alzheimer's Association… Are Your Clients Average? 23 Apr 2021April 13, 2021 Last week my Fridays with Fisher e-blast talked about your clients and averages. This goes along with the topic of the month for LTC Coffee Break of lifetime benefits and…
Campaigns… Expand Your Client Base 19 Mar 2021March 16, 2021 This past week, I have fielded this one question more than any other. I want to expand my client base (practice, outreach, etc), does OneAmerica have anything that I can…
Asset Care… Asset Care Underwriting Advantage 5 Feb 2021February 2, 2021 Fridays with Fisher and LTC Coffee Break are for financial professionals only. We will discuss asset-based LTC, selling strategies and marketing tools using OneAmerica's Care Solutions portfolio with your clients along with…
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…
Asset Care… Use Income to Fund Asset Care 18 Sep 2020September 14, 2020 You hear it all the time - the best leverage that you can get is from an insurance policy that you pay on a monthly basis. (Did you know that…
Campaigns… A Producer Conversation 14 Aug 2020August 11, 2020 Earlier this week during our weekly LTC Coffee Break broadcast, spoke with a producer from North Carolina - Al Hyde. Our lead off question was simply "what is your target…
Care Solutions… Consumer Seminar Preview on 6/23 19 Jun 2020June 16, 2020 If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you "The Great Retirement Income Gap" consumer-approved…
Campaigns… The Consumer Seminar/Webinar 29 May 2020 Love them or hate them – consumer seminars are a tool that can be used to share information, generate leads, and expand your brand. At OneAmerica, we offer a full…
Annuity Care… Heading Back to Business 15 May 2020May 9, 2020 Over the next few weeks as we begin to move on from this “shelter in place” segment of our lives to return our business to a “normal” footing, I will…
Campaigns… OneAmerica Marketing Tools 10 Apr 2020April 9, 2020 Two weeks ago, in partnership with my colleague Michael Florio, I launched a weekly webcast called LTC Coffee Break. Our goal with it is to educate, inform, and inspire you…
