If you haven't already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin. CLICK TO PLAY For more than 30 years, Asset Care has been a leader in the asset-based long term care space. It is the only... Continue Reading →
Something For Nothing
The saying that you can't get something for nothing is true. Contrary to the saying, there is always some form of exchange or compromise that takes place. Our job is to deliver a strategy to our clients where the compromises that they make are not filled with regret. That regret can com in many forms... Continue Reading →
Poo Wee or PUI
This week's LTC Coffee Break was a full edition that featured Phyllis Shelton. It was a wide ranging conversation that included conversations about our responsibility as advisors to include long term care funding in our planning conversations, her thoughts on asset-based long term care, her thoughts on plan designs, and a bunch more. https://youtu.be/V4nuPTW5hDU LTC... Continue Reading →
A Plug for Asset Based LTC
I don't claim to be unbiased. I admit that I have an agenda. I want you to address your client's long term care funding needs using the products that my company (OneAmerica) produces and distributes (Asset Care and Annuity Care). That is my agenda - I want your business. That is why I share ideas... Continue Reading →
What We Are Doing
As you know, coming up on May 3, LTC Coffee Break will be airing a full episode featuring industry legend Phyllis Shelton. Earlier this week, we shared an excerpt from our conversation with Phyllis where she talks about WHO actually benefits from a plan. If you didn't watch, check it out. https://youtu.be/wpdIhTlaCqA LTC Coffee Break... Continue Reading →
Words from the Expert
For the past 2 years, since the pandemic hit, Michael Florio and I have produced LTC Coffee Break. Our whole objective is to educate, inform, and inspire you. Recently, we were able to secure an interview with Phyllis Shelton, president of Got LTCi. Over the next few weeks, we will share excerpts from our conversation.... Continue Reading →
LTC & The Luxury Car
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question "my client can afford to pay for long term care, he is high net worth." Well, Michael shared an analogy to buying a luxury sports car. Check it out. https://youtu.be/_Bpk_e_8_uo LTC Coffee Break Espresso Shot 3/29/2022 Get... Continue Reading →
Because We Can
Earlier this week during LTC Coffee Break Espresso Shot, we dipped into the mailbag and answered the question "Fisher - why do you talk about lifetime benefits so often." Well, it is because we can. There is more to the story, give it a view and listen to Michael's insight. https://youtu.be/JC0JQ776-IY LTC Coffee Break Espresso... Continue Reading →
A Gift for You
This week's episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which he and an advisor recently employed. You should check it out. https://youtu.be/JC0JQ776-IY LTC Coffee Break Espresso Shot 3/22/2022 Get a new idea Tuesday when Michael... Continue Reading →
Strategy for a Rated Case
This week's LTC Coffee Break was a good one. In it, I shared a strategy that can be employed with a table rated Asset Care case. https://youtu.be/x3Q8yI8JHsM LTC Coffee Break Espresso Shot 3/15/2022 Remember, Asset Care is the OneAmerica life insurance based LTC solution that can be funded in a variety of ways including single... Continue Reading →
More About OA
Earlier this week, on LTC Coffee Break, we talked about where to find information about the companies of OneAmerica. A visit to OneAmerica.com/about-us will give you everything and more about the company. https://youtu.be/krn2kPu-KWw LTC Coffee Break Espresso Shot 3/8/2022 Click on the video link for this week's LTC Coffee Break. For additional LTC Coffee Break... Continue Reading →
OneAmerica & COMDEX
Earlier this week, on LTC Coffee Break, we expanded on our conversation about the companies of OneAmerica with an explanation of how our Comdex score is compiled. https://youtu.be/YR3X1qFPB_U LTC Coffee Break Espresso Shot 3/1/2022 Click on the video link for this week's LTC Coffee Break. For additional LTC Coffee Break episode go to our LTCCB... Continue Reading →
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