Annuity Care… It’s About The Claim 17 Jan 2020December 17, 2019 Our purpose is to provide the funding resources for our policyholders when their health is compromised and they require long term care services. Last year, I shared some claims information…
Alzheimer's Association… OneAmerica & Alzheimer’s Assoc. 10 Jan 2020December 17, 2019 Why do you stress lifetime benefits? Here's why ... Today, one in three seniors dies with Alzheimer’s disease or another dementia1. Research brings us answers every day that move us closer…
OneAmerica About OneAmerica 3 Jan 2020December 18, 2019 OneAmerica® includes a family of financial companies. OneAmerica®is part of a mutual organization that has no shareholders. We are accountable only to our clients or policyholders. That means our priority…
Fridays with Fisher 3 Ideas 18 Dec 2019December 18, 2019 One thing about our business - we are always planning. From managing our schedules to working with your client's - we are always working some form a plan. It is…
Asset Care… Asset Care & Executive Bonus 13 Dec 2019December 12, 2019 A Controlled Executive Bonus Plan — also known as a Restrictive Bonus or Section 162 plan — is an agreement that typically allows employers to use tax deductible money as…
2017 CSO Launch… Asset Care Recap of Highlights 6 Dec 2019December 10, 2019 Since the roll out of our new Asset Care products over the summer, many of our current producers have been pleased by the new opportunities that have been created. Here…
Campaigns… OneAmerica Marketing Store 29 Nov 2019November 18, 2019 The OneAmerica Marketing Store (OAMS) is a cloud-based platform that allows you to "self-service" your Care Solutions marketing. This can be done anywhere - anytime. OAMS makes it easy to…
Care Solutions… IRS LTC Numbers for 2020 22 Nov 2019November 11, 2019 Every year around this time, we start sharing numbers for the following year's planning. Here are the inflation adjusted LTC numbers for 2020 that you might find useful. With the…
Annuity Care… E-Application Advantage 8 Nov 2019November 5, 2019 On thing that we’ve found is that submitting business using electronic application (eApp) has provided advisors with a few advantages. Along with the an assurance that an application submitted electronically…
Annuity Care… Self-Funding isn’t Self-Insurance 25 Oct 2019October 14, 2019 Last week, I shared my opinion about self-insurance. In reality, self-insurance is pure risk retention. Said another way, it is self-funding without any “stop-loss” provisions. At a minimum, reviewing the…
Care Solutions… Self-Insure = Risk Retention 18 Oct 2019October 14, 2019 According to The Motley Fool in an article from February 24, 2018, the average retirement lasts for 18 years and begins at age 63. While the article is focused on…
Annuity Care… Funding Sources – The Question 11 Oct 2019October 3, 2019 52% of people age 65 will need some form of long term care? This number still indicates that there is a significant risk that an extended healthcare event will occur…
