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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
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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
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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
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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
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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
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Average as Acceptable?
Earlier this month on LTC Coffee Break, Michael and I discussed true long term care where benefits can last as long as the insured needs them. In a sense, lifetime benefits that cannot be outlived. Last week, I shared a bit about long duration care events such as Alzheimer’s and Parkinson’s. The impact physically, emotionally,… Continue reading
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Alzheimer’s and a Plan
According to the Alzheimer’s Association, 1 in 3 seniors will die with Alzheimer’s or some other form of dementia. Worldwide, over 50 million people are living with it. And, by 2050, it is anticipated that number will more than double. Alzheimer’s Disease and other forms of dementia are not short duration events. Someone 65 or… Continue reading
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OneAmerica Resources
Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions suite of asset-based long term care products and services. Last year, due to the pandemic, Care Solutions University moved to the virtual realm from an… Continue reading
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Client Profile
A lot has been said and written about the ideal client profile for long term care insurance. And, one thing that the industry as a whole has been saying loudly is “the best time is when you are young.” Without delving into the benefits of securing coverage at a young age, the risks associated with… Continue reading
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Expand Your Client Base
This past week, I have fielded this one question more than any other. I want to expand my client base (practice, outreach, etc), does OneAmerica have anything that I can use. The answer is yes. Of course, you will need to check with your compliance folks to ensure that you can utilize these materials with… Continue reading
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Virtual Care Solutions University
It’s hard to believe that a year ago we all came off of the road and into our home-based work environments. Some people adapted quickly to the change while other struggled. Fortunately for the companies of OneAmerica, that transition was rather smooth. One of our major in-person events has been the Care Solutions University (CSU)… Continue reading
