we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care.
Q&A – Leaders Conference
Question: Where and when is the 2019 Leader's Conference being held? Answer: The 2019 Leader's Conference will take place from May 31, 202 to June 4, 2020 in Bermuda. Qualifying Criteria must be met and can be found HERE.
Q&A – incentive trips
Question: Does OneAmerica offer a producer trip? Answer: The 2020 Leaders Conference is slated for the Caribbean island of Nevis. The Leaders Conference is scheduled for June 6 - 10. Qualifying runs from January 1, 2019 - to December 31, 2019. To become eligible, producers must generate 1,250,000 production credits. CLICK HERE TO VIEW QUALIFYING CRITERIA.
Fridays with Fisher 