-
New Jersey Follow-up
These past couple of weeks, I have spend time in New Jersey meeting with agents, advisors, their clients, and the brokerage agencies who partner the OneAmerica. One thing that continues to surprise me is the general disconnect with planning for a long term care need. Simply, most people instantly jump into a product pitch and… Continue reading
-
September 21 – CSU in Mt. Laurel
If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our “Regional” Care Solutions University. Space is limited and registration is required. The agenda is pretty simple – over the course of the morning, we will focus on the OneAmerica Care Solutions products, sales ideas,… Continue reading
-
An Idea From My Dad
Let me lead off with where I ended last week …. Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you… Continue reading
-
LTC Premium Did You Know
This past week, Kelly Hall from OneAmerica’s Advanced Markets team joined Michael and me on LTC Coffee break. If you did not have a chance to catch it, you can watch it or any of our past episodes on the LTC Coffee Break Channel. This week, I want to play a little game with you… Continue reading
-
Indexed Annuity Care Compare
Yesterday, Michael Florio and I hosted a meeting at The Hartford Club where we focused exclusively on the Indexed Annuity Care product. A reminder, in Connecticut, it is the only PPA compliant deferred annuity; nationally, it is the only PPA compliant fixed indexed annuity. What that means is – when benefits are paid from the… Continue reading
-
Indexed Annuity Care
Alright – it’s time for me to demand your attention. I’ve been polite long enough and people just are not listening. Your annuity clients are sitting on a long term care time bomb if they are planning to use their annuity money as a funding source. It is a fact – according to a Gallup… Continue reading
-
Underwriting Rated Cases
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 interview. It’s true – anyone can do that. What is also true is that OneAmerica chooses to offer solutions to more people because OneAmerica is… Continue reading
-
OneAmerica Underwriting Advantage
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 4 or better; EVERYONE offers streamlined underwriting (in one form or another); and EVERYONE offers products for people 75 and younger. ONLY ONEAMERICA offers you… Continue reading
-
Less Than Perfect Client To Underwrite
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 out. For additional LTC Coffee Break episodes, you should go to the LTCCB Channel. Every Tuesday at 10 am, we release a new episode exclusively… Continue reading
-
Independent Leaders’ Conference
Each year, we bring our top producers together to celebrate their success. The 2023 Independent Leader’s Conference is scheduled for June 8 – 12 and will take place at the Grand Hyatt Baja Mar Resort in Nassau, Bahamas. You can qualify for an invitation by accumulating 1,250,000 conference credits between January 1 and December 31,… Continue reading
-
Pre-Work For Underwriting
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 the underwriting experience. If you didn’t have a chance to watch, check it out. For additional LTC Coffee Break episodes, you should go to the… Continue reading
-
Independence
We are fresh off the long holiday weekend where we celebrate our nation declaring independence. I hope that you had a safe and enjoyable time. July 4 to me always brings me back to remembering my great-aunt and godmother who was a big part of my life from the day that I was born until… Continue reading
Fridays with Fisher 
You must be logged in to post a comment.