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 →
OneAmerica Marketing Store
The OneAmerica Marketing Store (OAMS) is a cloud-based platform that allows you to "self-service" your Care Solutions marketing. This can be done anywhere - anytime. OAMS makes it easy to find, personalize, store, distribute and measure your marketing communications—in one location. OAMS supports a variety of content types, including direct mail, email, brochures, sales ideas,... Continue Reading →
Great Retirement Income Gap
This is something that I often say, in Fridays with Fisher releases and during meetings, "there are two plans - default and decision. And, every plan is always fully funded by default." What's this mean? Simply, that the default plan - which is no really plan but a reaction to an illness or injury that... Continue Reading →
Have a Plan
In 1990, I was 25 years old and working as the general manager for the largest independent produce distributor in New Hampshire. It was a decent job that led me to a dead-end. Where could I go in this small family-owned company? The answer was obvious - nowhere. One morning, I was covering a delivery... Continue Reading →
Q & A – marketing campaign
Question: You have a ton of producer facing marketing material. Is there anything that I can use with consumers? Answer: Absolutely. We have a boatload of consumer materials as well. These are not limited to product pieces. Our material includes PowerPoints, social media content, scripts for calls or interviews, email text, and more. To find this, you... Continue Reading →
Fridays with Fisher 
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