Fridays with Fisher

October 27, 2023

SECURE Act – Inherited IRA

This past week, we offered up another Care Solutions University. One part of the discussion was the Asset Care opportunity that the SECURE Act presents for clients inheriting IRAs. As you will recall, the SECURE Act put in place a requirement to withdraw the full balance within 10 years from inherited non-spousal IRAs. And, ONLY… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

annuity funded whole life, Asset Care, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica, Qualified Money Funding LTC
October 20, 2023

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

Care Solutions, Claims, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, qualified money, Taxes & Trusts

Asset Care, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica
October 13, 2023

Something to Consider – Averages are Dangerous

Last week, I shared with you the extended care experience of my immediate family. If you recall, the actual duration for care for both of my grandfathers surpassed the industry average by almost 5 years. And, the average duration of care for my grandmothers and aunts (excluding memory care) was about 9 years. I am… Continue reading

Care Solutions, Claims, Fridays with Fisher, Long Term Care, LTC Coffee Break

Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica
October 6, 2023

Something to Consider – Averages are BS

For the past couple of weeks, I’ve been spending time in meetings with advisors, product experts, industry stiffs, and a whole bunch more. One thing that that is sitting with me like a rock in my shoe poking into my sensitive arch is this – the conversation focuses on averages. In my family, average is… Continue reading

Care Solutions, Claims, Fridays with Fisher, Long Term Care, LTC Coffee Break

Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica
September 29, 2023

Reasons Not To Write LTC Insurance

Reasons why NOT to write a long term care insurance policy. Continue reading

Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Annuity Care, Annuity Care II, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Leverage, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
September 22, 2023

Annuity Care – Underwriting

A couple of months ago, I shared with you some Annuity Care pieces of information. One thing that I neglected to mention is this – there a few carriers that offer Pension Protection Act compliant annuity products like our Annuity Care product series. And, frankly, OneAmerica is the only carrier in that space with a… Continue reading

Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Annuity Care, Annuity Care II, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Leverage, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
September 15, 2023

Why – why – why quoting Elaine

why why why – maybe you know the answer Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Annuity Care, Annuity Care II, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Leverage, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
September 8, 2023

NEW – Consumer Presentation – Learn More

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
September 1, 2023

NEW – Consumer Presentation – How You Pay

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 25, 2023

NEW – Consumer Presentation – Cost of Care

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 18, 2023

NEW – Consumer Presentation – Compare

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 11, 2023

NEW – Asset Care Consumer Presentation

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.