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EWF & A Plan
Last week, I talked about the need for a plan and that a policy is not a plan. Along with that, I shared a couple of tools that we can provide you free of charge. The Step-by-step guide to receiving long term care Virtual Consumer Seminar (link goes to the information page) In reality, most… Continue reading
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Policy v. Plan
To quote Bill Comfort, “the policy is not the plan; the policy pays for the plan.” It is a fact. Like it or not, we all have a plan. It is something that we are born with. I like to call this the default plan. To paraphrase Tim Ripp, that plan is also called the… Continue reading
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Happy Thanksgiving 2021
Well, yesterday was Thanksgiving and if you are reading this – we have a boatload to be thankful for. The list is long and I am not going to bore you with it. But, I do want to say thank you for your hard work, dedication, and agility. For the past 2 years, we as… Continue reading
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6 weeks left – Legacy Care
Every quarter, I share this opportunity with you. And, every quarter two or three of you call me or my internal Justin with a case. So, it bears repeating. Look into your book of business. Look at your clients who are over 85 and examine where their monies are held. If they hold money in… Continue reading
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Lesson From WA state
Well, the Washington state deadline has passed (thankfully) and there were many lessons that should have been learned from it. I am not going to hammer any of the “big picture” learnings like the Washington elected leaders and bureaucrats developed a plan in a bubble. And, the opinions of the mandate aren’t very favorable …… Continue reading
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LTC Awareness Month
November is designated as Long Term Care Awareness Month and is recognized by many states and Congress as such. Here are a few Did you knows about LTC. More than 75% of adults who will receive LTC services will receive them at home. On average, 21 hours of care are provided per week when that… Continue reading
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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
Fridays with Fisher 