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Time for the Annual Talk
I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”. It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.… Continue reading
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LTC Awareness Month – The Gateway
We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner. Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together. Children who do not see their parents on a regular basis are often… Continue reading
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LTC Month Resources
November is long-term care awareness month. Here are some resources that you might find helpful. Continue reading
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Make Underwriting Smoother
For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex. If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker. The ideal way to do this is submitting the application via eApp. Here is a… Continue reading
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More on Flex Underwriting
On October 6, Flex Underwriting for Asset Care was launched in more than 35 states. All business submitted electronically, whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact… Continue reading
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Flex Underwriting Paths
We have been talking about underwriting for the past few weeks, specifically the introduction of Flex Underwriting that was rolled out in 35 states on October 6. If you want a 3 minute overview of the program, we have one on the Flex Underwriting Resource page. You will also find there the revised process guide… Continue reading
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Flex Overview
Earlier this week, Flex Underwriting was introduced in 35 states. In a nutshell, Flex Underwriting provides you with an opportunity to accelerate the speed of underwriting for the Asset Care product. Submitting business via eApp is the ideal way to utilize the power of Flex Underwriting. Not only will the eApp be ensure that it… Continue reading
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Flex Underwriting is here!
Coming your way on October 6 in more than 35 states is Flex Underwriting for the Asset Care® product. Flex Underwriting will be delivering added speed, enhanced intelligence and a more streamlined experience to even more of your cases. The launch of Flex Underwriting marks another important step forward in our commitment to leveraging technology while delivering… Continue reading
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It’s time to start
According to estimates from the U.S. Department of Health & Human Services, over half of Americans turning 65 today will develop disabilities significant enough to require long-term support and services. This differs from the oft quoted and heavily criticized statistic of 70% of people age 65 will need some form of long-term support and service… Continue reading
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Do the right thing
Last week, I asked (to paraphrase) if you were working in the best interest of the client or taking the simple route. The eye was on underwriting and the response from some was “animated”. I guess I hit a nerve with a few people. Well, I’ve got another question for you. It starts with the… Continue reading
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Easy street or work for you
I’ve got a challenge for you. We all know that you can (and do) write business with other carriers. It’s just a fact and I don’t begrudge you for it. In fact, finding the best solution possible for your client is what we are supposed to be doing. Let me ask this question. Are you… Continue reading
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Instant Approval
Last week, I shared some information about the Pre-Underwriting Inquiry opportunity for any client that you may have. Again, it is simply a tool that we encourage you to use BEFORE submitting a formal application. Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. This is a very… Continue reading
Fridays with Fisher 
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