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More Resources For You
Last week, I shared with you a a recap of a few of the resources that Michael Florio and I discussed during our regional fall meetings. Today, I am sharing with you a NEW, fresh off the shelf, consumer campaign focusing on one of the core differentiators for OneAmerica – lifetime benefits. While the industry… Continue reading
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From The Road – Tools To Support You
A few weeks ago, Michael Florio from our Broker Dealer Bank channel and I teamed up to offer regional meetings in New Jersey and Massachusetts. If you were unable to attend, please reach out to me and we can schedule either an in-person or virtual session. Contact me at (678) 512-9627 or via email at… Continue reading
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Road Show Review
If you have paid attention to my weekly Fridays with Fisher lately, you’ll recall that Michael Florio and I offered in-person Care Solutions “training” meetings in New Jersey and Massachusetts. If you were able to join us, we thank you and hope that you were able to walk away with an idea or two. Last… Continue reading
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From The Road – Opportunities
If you have been paying attention these last few weeks, Michael Florio and I have taken to the road to share our LTC Coffee Break discussion and share the OneAmerica story. If you were able to join us – thank you. In the event that you could not join us and would like an in-person… Continue reading
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FAQ from Regional Meetings
This week, Michael Florio and I kicked off our OneAmerica Regional Meeting series at the Basketball Hall of Fame in Springfield, MA and at Davio’s – Patriot Place in Foxboro, MA. What came out of the meetings was a sharing of ideas by those people who participated in our events. We have two coming up… Continue reading
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Maturing Annuity Opportunity
There are trillions of dollars of non-qualified deferred annuities on the books. With an aging population of annuity holders, the opportunity exists for you to provide a solution to those who are facing the prospect of a maturing annuity contract. At OneAmerica, we have a solution called Legacy Care. Legacy Care is a single premium… Continue reading
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The Value of Two
This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am back in business and on the road meeting in-person (one-on-one, small groups, or agency-level meetings). This leads me into my shameless pitch for our upcoming… Continue reading
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Care Solutions Road Shows
As part of our national fall surge, OneAmerica Care Solutions Road Shows are being held across the country. Michael Florio and I will be hosting 4 sessions coming up in the next few weeks. During this 90 minute event, we’ll share concepts highlighting the flexibility of the Care Solutions product portfolio and how they meet… Continue reading
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Claims – It’s What We DO
In this week’s LTC Coffee Break Espresso Shot, I shared a video promoting our Claims Concierge program which is available with every Care Solutions policy ever written by OneAmerica. Here is how OneAmerica® Care Solutions Claims Concierge works: When a policyholder needs extended care, call us first. The sooner you call, the sooner we can start… Continue reading
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Walk to End Alzheimer’s
Every year, more than 600 communities across the United States participate in the Walk to End Alzheimer’s. This is event is the world’s largest fundraiser according to the Alzheimer’s Association. Proceeds from this event go to fund research, care programs, and more. This year’s walk is planned as an in-person event and will take place… Continue reading
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Upcoming Virtual Consumer Event – Dr. Monica Williams
Starting a conversation with a client about their end of life planning can be difficult. To help with this process, we at OneAmerica have worked with Dr. Monica Williams to host an online event aimed at reducing this topic’s stigma. The event is open to the public and will be held on Thursday, Sept. 9,… Continue reading
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Do You Know Ruth & Erica
In last week’s Fridays with Fisher, I shared a specific Monte Carlo scenario that I ran demonstrating the potential financial impact that might occur to someone with a million dollar portfolio. As you would expect, a long duration care event has a much more significant financial impact than a short duration event. What we rarely… Continue reading
Fridays with Fisher 