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NEW – Consumer Presentation – How You Pay
The new Asset Care consumer presentation is available. Continue reading
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NEW – Consumer Presentation – Cost of Care
The new Asset Care consumer presentation is available. Continue reading
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NEW – Consumer Presentation – Compare
The new Asset Care consumer presentation is available. Continue reading
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NEW – Asset Care Consumer Presentation
The new Asset Care consumer presentation is available. Continue reading
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NEW – Asset Care Updates
There are a few things going on with Asset Care – the industry leading life insurance based long term care policy. 4% Acceleration for joint policies One thing that OneAmerica prides itself on is the ability to devise custom long term care funding strategies to meet their clients’ unique needs. With this in mind, the… Continue reading
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Annuity Care – Notices of Importance
Last week, I spoke about leverage and using Indexed Annuity Care as a funding strategy – what I am calling the million dollar annuity strategy. Learn more about it at https://fridayswithfisher.com/million-dollar-annuity/. My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might… Continue reading
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Averages … Leverage
Last week, I preached about averages and the risk that we run by ignoring true cost of being average. As a reminder, in 20 years, assuming everything is average – you can expect that the average American will – I also made the statement (which some of you disagreed with) – average care will… Continue reading
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Averages
In this week’s Coffee Break, Elaine, Niki, Jen and I discussed averages and the longevity of a long term care claim. If you have not taken time to view it, please do – we share some interesting information and Jen has one heck of a piece of trivia for you to use. I’m going to… Continue reading
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Asset Care Insures a Buy-Sell
The June Coffee Break focuses on businesses and premium deductions that are available when funding an Asset Care policy. To learn more about this opportunity, check out our June broadcast of Coffee Break by following this link or clicking on the Coffee Break image to the right. And, last week’s Fridays with Fisher, I shared a… Continue reading
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Section 162 Executive Bonus
In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care. Simply, the premiums for the long term care portion of the policy can be deducted. With this in mind, I want to remind you of a strategy that we have discussed before – the Section 162… Continue reading
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Million Dollar Annuity Care Resources
Two weeks ago, I shared with you a little about the Million Dollar Annuity Care plan. It explained some important facts about the opportunity to help clients’ reposition their nonqualified deferred annuity money into a tax-efficient delivery vehicle for long term care. This link will take you to that information. And, last week, I shared… Continue reading
Fridays with Fisher 
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