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…
Annuity Care… Pre-Underwriting Improves Process 24 Apr 2020March 30, 2020 One thing that most of us complain about is the "cycle time" for a policy to be issued. An area that experiences more than their share of criticism is underwriting.…
Annuity Care… The Pre-Underwriting Inquiry 31 Jan 2020January 30, 2020 Everyone is not in perfect health - we know that. We also recognize that the market for our extended healthcare (LTC) funding solutions is not young (the typical client is…
Care Solutions… Set the Right Expectation – Underwriting 27 Sep 2019September 24, 2019 Something that we do not discuss often enough is process. More specifically, the process to move things into and through underwriting. One thing that we often face is health issues. …
Annuity Care… Q&A -Updated Process Guide 30 Aug 2019August 12, 2019 Question: With the changes to Asset Care, is there one place where I can go to get information about underwriting and submitting an application? Answer: We have updated and enhanced…
Fridays with Fisher 
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