Moving on from 2022

2022 is almost history.  For some, it is good riddance. For others, there are fond memories.  No matter how you slice it time rolls on and 2023 is upon us. Before we roll into the new year, I want to remind you of a few things for 2022 that might prove to be useful in... Continue Reading →

OneAmerica’s Consumer Survey

If you weren't paying attention to this week's LTC Coffee Break, I shared with you a bit about our recently released LTC Consumer Survey. I've heard throughout my career not to sell by the numbers and "statistics don't sell." I do not disagree, but they do help illustrate a point and add perspective to a... Continue Reading →

From The Shore

This week, I am on vacation on the big island of Hawaii which prompts this week's Fridays with Fisher. I've shared this before here in Fridays with Fisher, with Michael Florio on our LTC Coffee Break webcast, and in live meetings - you have marketing resources available from OneAmerica that are FREE! Our OneAmerica Marketing... Continue Reading →

Something For Nothing

The saying that you can't get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms... Continue Reading →

OneAmerica Resources

Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions suite of asset-based long term care products and services. Last year, due to the pandemic, Care Solutions University moved to the virtual realm from an... Continue Reading →

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 →

Tips for Seminar Success

While consumer seminars may not be “your thing”, many of the underlying principles for a seminar apply to the normal operation of our businesses.  Please take a moment to read this even if you are not a “seminar guy”. Last week I shared with you that consumer seminar material is available from OneAmerica.  From invitations,... Continue Reading →

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 →

Before Anything – Make Sure You’re IGO

Over the last few of weeks, I shared a three specifics ways that you can improve both your and your client's experience. Those were using our Pre-Underwriting Inquiry process to help diagnose the insurability of your client as well as help determine a product solution AND utilizing our eApplication process which can shave at least 5... Continue Reading →

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 →

OneAmerica & Alzheimer’s Assoc.

Why do you stress lifetime benefits?  Here's why ... Today, one in three seniors dies with Alzheimer’s disease or another dementia1. Research brings us answers every day that move us closer to a world without Alzheimer’s, but the reality is that most people don’t prepare for the long-term care needs of Alzheimer’s until they or someone... Continue Reading →

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