Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 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…
Asset Care… An Idea From My Dad 9 Sep 2022August 24, 2022 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…
Asset Care… LTC Premium Did You Know 2 Sep 2022August 18, 2022 This past week, Kelly Hall from OneAmerica's Advanced Markets team joined Michael and me on LTC Coffee break. If you did not have a chance to catch it, you can…
Annuity Care… Indexed Annuity Care Compare 26 Aug 2022August 8, 2022 Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only…
Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 Last week, I made a bold statement that EVERYONE wants the "layup" business where the clients are in good health and can be moved through underwriting based upon a phone…
Care Solutions… OneAmerica Underwriting Advantage 5 Aug 2022July 26, 2022 Here is a general statement about underwriting in the linked benefit / hybrid / asset-based long term care space ... EVERYONE is willing to work with clients who are table…
Asset Care… Less Than Perfect Client To Underwrite 29 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spoke with OneAmerica's Care Solutions underwriting directors Diane Carpenter and David Gorman. If you didn't have a chance to watch, check it…
Fridays with Fisher… Independence 8 Jul 2022June 24, 2022 We are fresh off the long holiday weekend where we celebrate our nation declaring independence. I hope that you had a safe and enjoyable time. July 4 to me always…
Annuity Care… Six Pack of Ideas 1 Jul 2022June 17, 2022 If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that…
Annuity Care… Another Annuity Care Pitch 24 Jun 2022June 17, 2022 Earlier this week on LTC Coffee Break, we talked about Annuity Care. Yes, I am beating the drum for Annuity Care as it is a great product solution and you…
Asset Care… Sales Opportunity – SPDR 17 Jun 2022June 2, 2022 This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on…
Annuity Care… More Annuity Care 10 Jun 2022May 25, 2022 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…
Fridays with Fisher 
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