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Strategy for a Rated Case
This week’s LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single premium, recurring premiums, a combination of the… Continue reading
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More About OA
Earlier this week, on LTC Coffee Break, we talked about where to find information about the companies of OneAmerica. A visit to OneAmerica.com/about-us will give you everything and more about the company. Click on the video link for this week’s LTC Coffee Break. For additional LTC Coffee Break episodes go to our LTCCB Library. We’ve… Continue reading
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OneAmerica & COMDEX
Earlier this week, on LTC Coffee Break, we expanded on our conversation about the companies of OneAmerica with an explanation of how our Comdex score is compiled. Click on the video link for this week’s LTC Coffee Break. For additional LTC Coffee Break episode go to our LTCCB Library. A couple of points that I… Continue reading
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Tell Me About OA
We hear this time and time again – I’ve never heard of OneAmerica, who are they? This week on LTC Coffee Break, Michael Florio and I shared a quick lowdown on the companies of OneAmerica. Click on the video link for this week’s LTC Coffee Break. For additional LTC Coffee Break episode go to our… Continue reading
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Things We Keep
One thing for certain, insurance is about a promise – a promise to pay. But, it is really more than that – it is a promise that allows us to keep memories alive. This week on LTC Coffee Break, Michael Florio and I shared with you the new OneAmerica video called “The Things We Keep”.… Continue reading
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Asset Care Waiver of Premium
This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The waiver is not relevant with a single pay solution, but with Asset Care and the myriad of premium options, it is something to pay attention… Continue reading
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Qualified Money & Annuity Care
For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am at LTCcoffeebreak.com. Lately, we’ve decided to jump into our mailbag and answer questions from our viewers. This week’s question was – can qualified money be… Continue reading
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3 Unique Funding Strategies
If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for this week, here are three premium strategies that (to the best of my knowledge) are unique to OneAmerica’s Care Solutions. Let’s jump into it and… Continue reading
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3 Client Profiles
Earlier this month, Michael Florio and I shared some ideas about why advisors should include LTC funding as part of their client conversations. Last week, we reiterated that point. I am going to piggyback on this week’s LTC Coffee Break Espresso Shot where Michael shared a little on who should be party to the LTC… Continue reading
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3 Reasons Why LTC Needs to Be Included
Earlier this week as part of LTC Coffee Break Espresso Shot, Michael and I shared a few reasons why long term care insurance (or at least planning for a potential LTC event) should be a part of every advisor’s practice. Aside from the obvious reason (to provide a source of money for your client’s LTC… Continue reading
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Start 2022 Knowing WHO
It is the start of another new year. Hopefully, this year plays out better than the past two years have. But, only time will tell. For 21 months, Michael Florio and I have produced a weekly webcast LTC Coffee Break where we share ideas and information about long term care with a focus on the… Continue reading
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2021 is a wrap
This is my final Fridays with Fisher for 2021 and I want to thank you for allowing me to share my thoughts with you. Certainly, some have been useful while others have been useless (for that, I apologize). I am open for business when I return from my vacation on January 3 and am available… Continue reading
Fridays with Fisher 