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Levels of Care
Last week, I shared with you a bit about Asset Care 2024 and how it offers more than simply money to pay for care. I shared the care benefit concierge (claims concierge), coordination of benefits provision, and caregiver consultant for those who elect informal care. One thing that I neglected to include in the Fridays… Continue reading
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Caregiver Support is More Than Money
With Asset Care 2024, OneAmerica Financial stepped up to the plate and increased the value of the policy by improving the delivery of care. (Please note, Asset Care 2024 is not available in every state – please contact your Care Solutions team with questions.) As you know, Asset Care 2024 offers a cash benefit option… Continue reading
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Break out the bubbly
We are almost at the magic time where (for most of us) the clock resets on our businesses – New Years! Let me be the first to wish you a happy, safe, and prosperous 2025! Rather than share an idea with you, I decided to talk about the New Years Resolution. The tradition of the… Continue reading
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Happy Holidays
I hope that you and your family have a safe and happy holiday season. Xmas 2024 For all that you do, and all that you will do to help your clients secure their lives, build their futures, and ensure their legacies – thank you. My friend’s daughter, Lindsey Taft performed this song specifically for you… Continue reading
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Your LTC Plan
A few years ago, I shared a similar observation. I did a Google search on “why should I buy LTC insurance”. Once I got past all of the company ads for LTC, I came across a bunch of opinion pieces that were generally “pro-LTC” planning and using insurance as a funding vehicle, One of the… Continue reading
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Cost of Care – What Is It?
OneAmerica Financial makes boatload of resources at your disposal. One is the OneAmerica interactive cost-of-care map. This tool is something that has been available for several years. It can be found on the oneamerica.com producer marketing page and is included as a component of our NEW Asset Care Consumer Presentation by Ensight. To learn more… Continue reading
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Thanksgiving Thought
I want to thank you for the opportunity to share my ideas and insights with you. Whether or not you wrote business with OneAmerica Financial this past year, I hope that I was able to help you help your family, friends, neighbors, and clients. I’ve shared the importance of planning and some consumer facing tools… Continue reading
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Million Dollar Annuity Update
For a little over 2 years, I’ve talked about biggest secret in long-term care funding – using nonqualified deferred annuity proceeds as a strategy. I first shared with you the Million Dollar Annuity idea focusing on Indexed Annuity Care. In fact, I’ve even dedicated a specific page in Fridays with Fisher for it and have… Continue reading
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More About Planning
When most people hear the word long-term care, where does their mind go? Continue reading
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Lifetime Matters
making sure that you have a plan for a long duration care situation is important! Continue reading
Fridays with Fisher 
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