OneAmerica
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Qualified Money & Asset Care
Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica. Upon receipt of the proceeds from the rollover, OneAmerica… Continue reading
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Asset Care ROP in Cali
Last month on Coffee Break, we discussed our Asset Care Return of Premium product. Today, we will expand on that with a focus on California. Setting the stage, when Asset Care Return of Premium came about, it was part of the Asset Care repriced from a few years ago. This new version of Asset Care… Continue reading
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Asset Care Left Pocket to Right
Earlier this week, I released a new episode of Coffee Break focusing on the Asset Care Return of Premium product. Jen Wagoner, Niki Johnson, and Elaine Marvin joined me to share their perspectives on the product. Please, grab yourself a cup of coffee and take a few minutes to hear what they shared. If you… Continue reading
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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
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State Funded LTC Programs
Last week, I spoke with Jen Wagoner (my counterpart from the west coast) about state-sponsored long term care programs and pending legislation. If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Remember, LTC Coffee Break is… Continue reading
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LTC Awareness Month Numbers
It’s is that time of year again. The time when “the industry” pushes out another LTC Awareness Month series of messages and carriers roll out campaigns talking about the long term care and the need to solve the funding dilemma. Every year, it is the same old thing. And every year, we yield the same… Continue reading
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It’s Time To Talk
One thing that is important to note is that talk is not cheap. It is never cheap. Sometimes it may seem to be meaningless, but it always comes with a cost. Today, I want to share this week’s LTC Coffee Break Espresso Shot with you to illustrate the importance of talking and how it is… Continue reading
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Memory Care &OneAmerica
In last week’s Fridays’ with Feature, I requested your support for the Alzheimer’s Association and their Walk to End Alzheimers. As you are likely aware, the impact of Alzheimer’s and other memory issues is significant and one of the most quickly growing causes for requiring extended healthcare. According to the Alzheimer’s Association, the average duration… Continue reading
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Walk to End Alzheimers
Every year, the Alzheimer’s Association invites people to participate in their “Walk to End Alzheimer’s” in over 600 communities across the country. My colleagues and I at OneAmerica will be participating. There are two ways that you can help. You can either … Your contribution will help the Alzheimer’s Association’s to provide 24/7 care and… Continue reading
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New Jersey Follow-up
These past couple of weeks, I have spend time in New Jersey meeting with agents, advisors, their clients, and the brokerage agencies who partner the OneAmerica. One thing that continues to surprise me is the general disconnect with planning for a long term care need. Simply, most people instantly jump into a product pitch and… Continue reading
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September 21 – CSU in Mt. Laurel
If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our “Regional” Care Solutions University. Space is limited and registration is required. The agenda is pretty simple – over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,… Continue reading
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Underwriting Rated Cases
Last week, I made a bold statement that EVERYONE wants the “layup” business where the clients are in good health and can be moved through underwriting based upon a phone interview. It’s true – anyone can do that. What is also true is that OneAmerica chooses to offer solutions to more people because OneAmerica is… Continue reading
Fridays with Fisher 
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