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 →
LTC Month Resources
November is long-term care awareness month. Here are some resources that you might find helpful.
More About Planning
When most people hear the word long-term care, where does their mind go?
New England Product Launch
Announcing Asset Care enhancements
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.
Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS).
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 →
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 →
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 →
Asset-Based LTC Page Tips
In the February episode of Coffee Break, we shared with you the NEW OneAmerica Financial as well as a navigational overview of the updated OneAmerica.com website. If you have not viewed it, please take a minute to see this week's episode. If you have taken some time to browse the updated oneamerica.com website, you will notice... Continue Reading →
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 →
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 →
Fridays with Fisher 
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