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Did you know – Monte

In last week’s Fridays with Fisher, I shared with you my high-level viewpoint on both the physical and fiscal risk that extended healthcare events pose. One point that I tried to make is that there is a parallel between long term care insurance and disability income insurance. Simply, they both provide as a means to… Continue reading
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Did you Know – Jean-Baptiste

Last week’s Fridays with Fisher talked about some serious misunderstandings that a bulk of the population has about long term care / extended healthcare and the funding of those obligations. It is a serious issue that MUST be addressed. Medicare and Medicaid are not designed to address this issue – we need to make sure… Continue reading
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Did You Know – Percy

You all know that every Friday I share a little something with you in my Fridays with Fisher e-blast and blog (fridayswithfisher.com). I see this as a way to share ideas and information that aren’t corporate generated. As I was looking for a witty quote, I stumbled into a study that was done by the… Continue reading
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Did You Know – Benjamin

We have heard it a million times – “by failing to prepare, you are preparing to fail” or some variation of this statement. Did you know that Benjamin Franklin is often credited for this thought, but that cannot be verified (according to checkyourfact.com). Regardless of the source, the statement rings true. A failure to plan… Continue reading
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Did You Know – Elvis

As you know, last week and this I have been off moving to my more modern home. I will be back full speed on Monday, July 12. Thank you for working with Justin during my time out – I do appreciate your cooperation. So, since today is a day off and taking the “did you… Continue reading
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Some Tools For You

As you know, I am on vacation this week. Actually, it will be no vacation as I am moving from our 200 year old historic home in Somers, CT to a newer home a few miles away. (Shameless pitch – if you know of anyone looking for a historic home that wants to live in… Continue reading
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Columbo

If you have been in the business for any time, you will recognize the phrase “the Columbo Close” where as you wrap up your conversation with a “quick question” which opens the door to opportunity. You know – it goes something like this … While I am not going to ask you for a dime… Continue reading
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End of June

For the past hour, I’ve been struggling to come up with something to share … I don’t think another post about OneAmerica (the company), Care Solutions, the issue and concerns of long term care, sales ideas and opportunities, or programs and initiatives offered by me and the company will do. In short, I hit the… Continue reading
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Leading Tomorrow IS BACK

Before I share this week’s Fridays with Fisher, here is an important reminder. I AM BACK TO WORK FULL SPEED!!!!!!!!!!!! With the lifting of COVID restrictions and my immunization complete, I am back and on the road. I share this with you for two reasons – 1) I am excited to be escaping the reliance… Continue reading
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True Look at Impact of LTC

This video has made its way around the web and has been shared on LinkedIn a bit. If you have not see it yet, it is a must watch. In short, the difference between triumph and tragedy is a thin line. It involves: Having had a conversation with your family and having a plan. And… Continue reading
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How Qualified Money Works

This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join Michael Florio and me for our LTC Coffee Break on Tuesday mornings at 10am. You can catch our most recent release and access our library… Continue reading
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Inherited IRA Funding Scenario

Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might prove to be beneficial to the family members inheriting IRA proceeds. Before I get rolling, I want to remind you that this continues the qualified… Continue reading
