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Gobble Gobble Dee
It is hard to believe that we are at Thanksgiving already – especially given the challenges that we have faced this year. The good news is we are only a few weeks away from escaping 2020. On that note, I want to thank you all for your tenacity, support, dedication, compassion, and partnership this year.… Continue reading
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Experience Care Solutions
For the past 3+ years, I have shared ideas with you on Fridays with Fisher and recently on LTC Coffee Break. Some have been good, some have been lame. But, the whole objective is to make you think about long term care solutions offered by OneAmerica. Today, I have a little something that you might… Continue reading
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Something To Chew On
For the past few weeks, we have been discussing longevity issues on Fridays with Fisher and as a part of the Leading Tomorrow with OneAmerica speaker series. I want to expand that discussion a little bit and challenge you to consider some scenarios. A few months ago, I shared some information in a Fridays with… Continue reading
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Alzheimer’s Disease
Yesterday, as part of our Leading Tomorrow with OneAmerica speaker series, we heard form Jack Broyles from the Alzheimer’s Association. Alzheimer’s is the most common cause for dementia and accounts for more than 60% of diagnosed dementia cases. Alzheimer’s is a specific disease while dementia is not. Alzheimer’s is a degenerative brain disease that includes… Continue reading
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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
Fridays with Fisher 