Annuity Care… Underwriting Rated Cases 12 Aug 2022August 4, 2022 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…
Care Solutions… OneAmerica Underwriting Advantage 5 Aug 2022July 26, 2022 Here is a general statement about underwriting in the linked benefit / hybrid / asset-based long term care space ... EVERYONE is willing to work with clients who are table…
Asset Care… Less Than Perfect Client To Underwrite 29 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spoke with OneAmerica's Care Solutions underwriting directors Diane Carpenter and David Gorman. If you didn't have a chance to watch, check it…
Annuity Care… Pre-Work For Underwriting 15 Jul 2022July 26, 2022 This past week on LTC Coffee Break, we spent a little extra time talking about some of the tools that OneAmerica makes available to you in an effort to improve…
Annuity Care… Poo Wee or PUI 6 May 2022May 3, 2022 This week's LTC Coffee Break was a full edition that featured Phyllis Shelton. It was a wide ranging conversation that included conversations about our responsibility as advisors to include long…
Annuity Care… A Plug for Asset Based LTC 29 Apr 2022April 24, 2022 I don't claim to be unbiased. I admit that I have an agenda. I want you to address your client's long term care funding needs using the products that my…
Care Solutions… Some Tools For You 2 Jul 2021June 21, 2021 As you know, I am on vacation this week. Actually, it will be no vacation as I am moving from our 200 year old historic home in Somers, CT to…
Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 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…
Annuity Care… Client Profile 26 Mar 2021March 22, 2021 A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly…
Asset Care… Expedited Underwriting 19 Feb 2021February 16, 2021 Earlier this week on LTC Coffee Break, we shared with you the announcement to changes to our expedited underwriting program. LTC Coffee Break with Florio & Fisher review changes to…
Asset Care… Asset Care Underwriting Advantage 5 Feb 2021February 2, 2021 Fridays with Fisher and LTC Coffee Break are for financial professionals only. We will discuss asset-based LTC, selling strategies and marketing tools using OneAmerica's Care Solutions portfolio with your clients along with…
Annuity Care… Care Solutions University Invitation 12 Jun 2020May 29, 2020 Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…
Fridays with Fisher 
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