-
More Annuity Care
If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long term care. And, this week, on LTC Coffee Break, I shared a couple of features of our Annuity Care solutions. Hear about these Annuity Care… Continue reading
-
Qualified Money
In this week’s LTC Coffee Break, Michael shared one of our funding strategies with you and that is our turn-key solution for qualified money. Hear this idea and many more when, we share a new episode every Tuesday at 10 a.m. only at LTCcoffeebreak.com. There is more to LTC Coffee Break. You can also view… Continue reading
-
Two For One
Last week, we announced a price reduction to our Asset Care product which takes effect this week. You will be happy to know that if you have an application in house, those new rates will apply. If you have any questions pertaining to the reprice, PLEASE DIRECT YOUR QUESTIONS TO JUSTIN FOX AT (844) 658-3725… Continue reading
-
BIG NEWS!!!!!!!!!!!!!
If you haven’t already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin. For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only life based solution… Continue reading
-
Something For Nothing
The saying that you can’t get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms… Continue reading
-
Poo Wee or PUI
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 term care funding in our planning conversations, her thoughts on asset-based long term care, her thoughts on plan designs, and a bunch more. This week’s… Continue reading
-
A Plug for Asset Based LTC
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 company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda – I want your business. That is why I share ideas… Continue reading
-
What We Are Doing
As you know, coming up on May 3, LTC Coffee Break will be airing a full episode featuring industry legend Phyllis Shelton. Earlier this week, we shared an excerpt from our conversation with Phyllis where she talks about WHO actually benefits from a plan. If you didn’t watch, check it out. For additional LTC Coffee… Continue reading
-
Words from the Expert
For the past 2 years, since the pandemic hit, Michael Florio and I have produced LTC Coffee Break. Our whole objective is to educate, inform, and inspire you. Recently, we were able to secure an interview with Phyllis Shelton, president of Got LTCi. Over the next few weeks, we will share excerpts from our conversation.… Continue reading
-
LTC & The Luxury Car
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question “my client can afford to pay for long term care, he is high net worth.” Well, Michael shared an analogy to buying a luxury sports car. Check it out. Get a new idea Tuesday when Michael Florio… Continue reading
-
Because We Can
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question “Fisher – why do you talk about lifetime benefits so often.” Well, it is because we can. There is more to the story, give it a view and listen to Michael’s insight. Get a new idea Tuesday… Continue reading
-
A Gift for You
This week’s episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which he and an advisor recently employed. You should check it out. Get a new idea Tuesday when Michael Florio and I drop a new episode… Continue reading
Fridays with Fisher 