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Memory Care &OneAmerica

In last week’s Fridays’ with Feature, I requested your support for the Alzheimer’s Association and their Walk to End Alzheimers. As you are likely aware, the impact of Alzheimer’s and other memory issues is significant and one of the most quickly growing causes for requiring extended healthcare. According to the Alzheimer’s Association, the average duration… Continue reading
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Walk to End Alzheimers

Every year, the Alzheimer’s Association invites people to participate in their “Walk to End Alzheimer’s” in over 600 communities across the country. My colleagues and I at OneAmerica will be participating. There are two ways that you can help. You can either … Your contribution will help the Alzheimer’s Association’s to provide 24/7 care and… Continue reading
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From The Shore

This week, I am on vacation on the big island of Hawaii which prompts this week’s Fridays with Fisher. I’ve shared this before here in Fridays with Fisher, with Michael Florio on our LTC Coffee Break webcast, and in live meetings – you have marketing resources available from OneAmerica that are FREE! Our OneAmerica Marketing… Continue reading
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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
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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
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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
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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
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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
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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
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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
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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
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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

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