Asset Care… Drop-in to Get More Benefits 11 Sep 2020September 10, 2020 Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible…
Campaigns… Client Seminar Extended 5 Sep 2020September 1, 2020 At the end of June, Michael Florio and I decided to dip our toes in the waters of the virtual consumer seminar. We learned a lot and want to thank…
Alzheimer's Association… OneAmerica & Alzheimers 1 Sep 2020August 21, 2020 Did you know that Alzheimer's Disease afflicts more than 5 million Americans? According to the Alzheimer's Association, it is expected that by 2050 more than 14 million Americans will be…
Fridays with Fisher… More Than Care Solutions 28 Aug 2020August 18, 2020 At OneAmerica, we offer more than the Care Solutions portfolio of asset-based LTC. Also available to our brokerage partners are the products manufactured and distributed by our OneAmerica Retirement Services…
Fridays with Fisher… OneAmerica – Our Legacy 21 Aug 2020August 11, 2020 Earlier this week on LTC Coffee Break, Michael Florio and I answered a question from one of our viewers who asked (and I paraphrase) - "what can you tell me…
Campaigns… A Producer Conversation 14 Aug 2020August 11, 2020 Earlier this week during our weekly LTC Coffee Break broadcast, spoke with a producer from North Carolina - Al Hyde. Our lead off question was simply "what is your target…
Asset Care… Reimbursement or Indemnity 7 Aug 2020August 6, 2020 If you have been paying attention to my weekly LTC Coffee Break broadcast schedule, you'll have noticed this week that Michael Florio and I discussed the topic of reimbursement and…
Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
Annuity Care… Annuity Care II Case Rescue 24 Jul 2020June 24, 2020 One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song "You can't always get what…
Care Solutions… Your Legacy Care Opportunity 17 Jul 2020July 9, 2020 In this week's LTC Coffee Break webcast, discussed Legacy Care. Legacy Care is a nonqualified deferred annuity that is not a long term care play but is a longevity play. …
Asset Care… Return of Premium – Asset Care 10 Jul 2020June 24, 2020 As we have been navigating through this complicated time, one consumer concern that has been brought up often is the desire to maintain liquidity for an emergency. This has led…
Asset Care… Using Qualified Money for LTC 3 Jul 2020June 24, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right?Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred.Required Minimum Distributions (RMDs):…
