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Longevity
Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with clients. Here is a little something that I want you to chew on – longevity. Let me pose this question. You (or some other professional)… Continue reading
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Dychtwald Insights
Yesterday, we hosted our second installment of the Leading Tomorrow with OneAmerica speaker series which featured Ken Dychtwald from Age Wave. Ken offered a ton of information and insights into aging and dynamics of working in that realm. Here is a point that directly relates to long term care and care planning. “Health challenges can… Continue reading
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A Challenge for You
The Covid-19 pandemic has forced us all to change the way that we conduct our business. We have all been forced to integrate technology into our business models. Whether you have been in the business for 30 years of 30 minutes, we’ve all increased our use of technology to inform, educate, and inspire our prospects,… Continue reading
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Generational Differences
If you missed this week’s speaker on our “Leading Tomorrow with OneAmerica” speaker series Cam Martson from Generational Insights, you missed a great discussion. A couple of quick points from Cam. We all have a generational lense and the way that we see the world and make decisions is heavily influenced by that. And your… Continue reading
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Speaker Series Launching
Earlier this week on LTC Coffee Break, we discussed shared with you our fourth quarter speaker series which is designed with you in mind. Starting on October 8, we will be delivering to you some of the top resources in the industry who share their insights and ideas on a host of subjects. Check out… Continue reading
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New Life to Old Annuities
Here is the scenario. You have a client who is 75 years old and has positioned a her emergency healthcare funds in a fleet of non-qualified deferred annuities. In fact, her intention is to liquidate her annuities to pay for her care. As you know, those gains will be taxed at distribution and could potentially… Continue reading
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Use Income to Fund Asset Care
You hear it all the time – the best leverage that you can get is from an insurance policy that you pay on a monthly basis. (Did you know that we can do that with Asset Care?) You’ve also heard that the biggest frustration that people have (or had) with traditional long term care policies… Continue reading
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Drop-in to Get More Benefits
Let me paint a picture for you. You are working with a client who is looking to fund their Asset Care policy. They have worked with you to identify possible funding sources and you identify a couple of small cash value life insurance policies as possible resources. The problem is that the cash value from… Continue reading
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Client Seminar Extended
At the end of June, Michael Florio and I decided to dip our toes in the waters of the virtual consumer seminar. We learned a lot and want to thank all of you who have participated in our effort. Given the positive feedback and the constraints that we are still feeling because of the pandemic,… Continue reading
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OneAmerica & Alzheimers
Did you know that Alzheimer’s Disease afflicts more than 5 million Americans? According to the Alzheimer’s Association, it is expected that by 2050 more than 14 million Americans will be living with Alzheimer’s Disease. Johns Hopkins Medicine shared that “people live for an average of 8 years after their symptoms appear. But the disease can… Continue reading
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More Than Care Solutions
At OneAmerica, we offer more than the Care Solutions portfolio of asset-based LTC. Also available to our brokerage partners are the products manufactured and distributed by our OneAmerica Retirement Services and Employee Benefits division. Retirement Services OneAmerica Retirement Services provides high quality retirement plans with personalized services. With plans for 401(k), 403(b), 457, IRA, ESOP,… Continue reading
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OneAmerica – Our Legacy
Earlier this week on LTC Coffee Break, Michael Florio and I answered a question from one of our viewers who asked (and I paraphrase) – “what can you tell me about OneAmerica?” Let me hit on some highlights. OneAmerica is a mutual organization headquartered in Indianapolis. OneAmerica Includes a family of financial companies – this… Continue reading
Fridays with Fisher 
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