LTC Coffee Break
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Are Your Clients Average?
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 longevity during the benefits cycle. Check out our full LTC Coffee break episode. A little bit of shameless self-promotion, join Michael and me every Tuesday… Continue reading
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Expand Your Client Base
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 use. The answer is yes. Of course, you will need to check with your compliance folks to ensure that you can utilize these materials with… Continue reading
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Asset Care Underwriting Advantage
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 other non-consumer information. Every Tuesday morning at 10 am, Michael Florio and I host our webcast LTC Coffee Break. To check out this week’s episode,… Continue reading
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New Year’s Challenge
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 is that it forced us to “get outside of the box”. Think about how many times that you wrote that down as your goal or… Continue reading
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Use Income to Fund Asset Care
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 we can do that with Asset Care?) You’ve also heard that the biggest frustration that people have (or had) with traditional long term care policies… Continue reading
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A Producer Conversation
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 market”. Not surprisingly, Al shared that with us that his conversations with people ranged in age from the middle forties to the middle eighties with… Continue reading
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Consumer Seminar Preview on 6/23
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 presentation on June 23 at 3pm. Continue reading
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The Consumer Seminar/Webinar
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 package for consumer seminars. One of our more popular presentations is “The Great Retirement Income Gap”. Here is something to think about – a consumer… Continue reading
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Heading Back to Business
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 share a few ideas that might fit into your client conversations. One underutilized opportunity that you have available to you are consumer campaigns and seminars… Continue reading
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OneAmerica Marketing Tools
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 during these challenging time. Every Tuesday at 10 am (EDT) and 10 am (PDT) we broadcast our 15 minute coffee break. We had a conversation… Continue reading
Fridays with Fisher 
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