-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
SECURE your LTC
The first Tuesday of every month, Michael Florio and I host our webcast – LTC Coffee Break. This past episode, we discussed using qualified money as a funding source for long term care insurance. You can catch our most recent release and access our library of past shows at our website at LTCcoffeebreak.com or just CLICK HERE… Continue reading
-
Funding Source – Qualified Money
If you were able to catch the most recent release of our full LTC Coffee Break earlier this week, you will recall that Michael and I discuss using qualified money to fund Asset Care. If you missed it, you can go to the LTC Coffee Break website at LTCcoffeebreak.com or just CLICK HERE to begin… Continue reading
-
Look at the Averages
For the past month, I have been sharing commentary and ideas related to averages, longevity, and extended healthcare. That kicked off on April 6 with our LTC Coffee Break broadcast. Check out our full LTC Coffee break episode. I have discussed the danger of relying solely on average duration care planning. Simply, the average (actually… Continue reading
-
Are Your Clients Average?
Last week my Fridays with Fisher e-blast talked about your clients and averages. This goes along with the topic of the month for LTC Coffee Break of lifetime benefits and longevity during the benefits cycle. Check out our full LTC Coffee break episode. A little bit of shameless self-promotion, join Michael and me every Tuesday… Continue reading
Fridays with Fisher 