One thing that is vitally important to our success as advisors / agents / agencies is filling our pipeline with prospects then converting them into clients. For some, client acquisition is “old school” where they dive into their client base and perform annual reviews. Others employ seminars to attract new clients by offering educational opportunities. ... Continue Reading →
NEW – Consumer Presentation – Learn More
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – How You Pay
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Cost of Care
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Compare
The new Asset Care consumer presentation is available.
NEW – Asset Care Consumer Presentation
The new Asset Care consumer presentation is available.
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 →
From The Road – Tools To Support You
A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to attend, please reach out to me and we can schedule either an in-person or virtual session. Contact me at (678) 512-9627 or via email at... 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 →
Fridays with Fisher 
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