Marketing Material
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LTC Awareness Month – The Gateway
We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner. Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together. Children who do not see their parents on a regular basis are often… Continue reading
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LTC Month Resources
November is long-term care awareness month. Here are some resources that you might find helpful. Continue reading
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More About Planning
When most people hear the word long-term care, where does their mind go? Continue reading
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New England Product Launch
Announcing Asset Care enhancements Continue reading
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OneAmerica Road Shows
They are back! The OneAmerica Financial Care Solutions “Road Shows” where we bring the Care Solutions story to you! Starting on October 21, we will be sharing our story with you. Continue reading
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Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS). Continue reading
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More about qualified money & LTC
Last week, I started the FWF conversation talking about qualified money and IRA maximization. The thing about IRA max is that it is a leverage play – a planning tool while living and insurable. (remember, this conversation is for non-Roth accounts.) But, what happens if the planning windows is slammed shut because the IRA owner… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified money, UnderwritingAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC, undewriting -
ASC & IRA Max – something new
IRA maximization is one of the first funding strategies that I was introduced to more than 3 decades ago when I was first entered the insurance industry as a career agent in southern New Hampshire. According to the Congressional Research Service, the Federal Reserve’s Financial Accounts of the United States report said that as of… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified money, UnderwritingAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC, undewriting -
Changes to PUI
Another day goes by and OneAmerica Financial has another enhancement to the Care Solutions asset-base long term care line of business. No, there is no product change to announce. The most recent change is to the Pre Underwriting Inquiry process. A Pre-Underwriting Inquiry (PUI) is the informal inquiry program for the Care Solutions products where you can… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified money, UnderwritingAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC, undewriting -
Asset-Based LTC Page Tips
If you have taken some time to browse the updated oneamerica.com website, you will notice that the layout has changed. To start, to navigate to the producer asset-based long term care page, you will need look at the top menu bar and select asset-based long term care in the For Financial Professionals. Once there, you can… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified moneyAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC -
Make It a Better Experience
We are a month into 2024 and I’ve just returned from the annual OneAmerica Financial National Sales Meeting. There are a few important pieces of information that I need to share with you. First, OneAmerica has rebranded to OneAmerica Financial. Keep your eyes and ears open for more information including a new OneAmerica Financial television… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified moneyAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC -
2024 – A Tune Up to OneAmerica
Earlier this week, OneAmerica announced a few changes. I am going to assume that you have not heard about them. Before anyone gets overly excited, I will crush the hope of a product revision. That is not the case. The OneAmerica brand is getting a facelift in order to better disclose what the company does. Simply, the new brand… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified moneyAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC
Fridays with Fisher 
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