Annuity Care… Start 2022 Knowing WHO 7 Jan 2022January 4, 2022 It is the start of another new year. Hopefully, this year plays out better than the past two years have. But, only time will tell. For 21 months, Michael Florio…
Care Solutions… Transition Talk To The Plan 17 Dec 2021November 20, 2021 This morning, I was reading an email from a friend and colleague about the cost of long term care and the concept of how Medicare can contribute to the funding…
Annuity Care… EWF & A Plan 10 Dec 2021November 18, 2021 Last week, I talked about the need for a plan and that a policy is not a plan. Along with that, I shared a couple of tools that we can…
Care Solutions… Policy v. Plan 3 Dec 2021November 18, 2021 To quote Bill Comfort, "the policy is not the plan; the policy pays for the plan." It is a fact. Like it or not, we all have a plan. It…
Campaigns… From The Road – Tools To Support You 22 Oct 2021October 20, 2021 A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to…
Care Solutions… Road Show Review 15 Oct 2021October 8, 2021 If you have paid attention to my weekly Fridays with Fisher lately, you'll recall that Michael Florio and I offered in-person Care Solutions "training" meetings in New Jersey and Massachusetts.…
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…
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…
Fridays with Fisher 
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