qualified money
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2024 – Quick Start Idea – Tap into IRAs
Two weeks ago, I shared an idea for low hanging fruit using nonqualified deferred annuities for clients under the age of 86. Another funding source for long term care premiums that I mentioned was using qualified money such as an Individual Retirement Account (IRA) or proceeds from a 403(b) or 401(k) plan. Here is the… Continue reading
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Icebreaker Ideas
On the October edition of Coffee Break, Elaine shared a quick hit idea for working with a great referral source – CPAs. If you have not taken a minute, please check it out. Elaine also noted that one simple statement can open the door, eyes, and ears. And, it is simply this … “Are you… Continue reading
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Qualified Money – You Can’t Do What We Do
In the February episode of Coffee Break, we discussed funding Asset Care using qualified money. If you have not seen it, please take a few minutes of your time and do so. Most of you who know me know that I try to toe the line of neutrality and objectivity. I don’t want all of… Continue reading
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Qualified Money & Leverage
A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money. We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry… Continue reading
Fridays with Fisher 
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