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Stop with the product – talk about a plan
I am sick and tired of looking at LinkedIn posts where asset-based / linked benefits long-term care plans are dragged through the mud. THIS HAS TO STOP! Continue reading
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America is Aging – Act NOW!
Last week, I came across an online article at McKnight’s Senior Living website … Nation’s older adult population changing, federal report shows. One thing that I think that we need to pay attention to is the shifting demographics of our nation. We are (and have been) getting older on average. In 2022, according to a… Continue reading
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Challenge Accepted
Challenge accepted – base only Annuity Care transforms tax-deferred growth into tax-free LTC Continue reading
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Repurposing Annuities
WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!! Continue reading
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CLAIMS – a little story
I shared this story a few months ago, but it warrants repeating as it is about both claims and communication. Continue reading
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What we do – PAY CLAIMS
It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years. Continue reading
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Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS). Continue reading
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Compare Annuity Care
You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably. Continue reading
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Annuity Care – Big News!!!!!!!!!
OneAmerica Financial is improving Annuity Care. For nearly 2 decades, Annuity Care has transformed tax-deferred accumulation inside of nonqualified deferred annuities or cash value life insurance into tax-free long term care payments. Remember, this is all made possible because of the Pension Protection Act and only available for annuities that adhere to HIPAA guidelines. Typically,… Continue reading
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Another “self-insuring” idea
thinking about self-funding? think about using leverage to improve it Continue reading
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So, you want to “self-insure”
improve the self-funding play with one simple move Continue reading
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Another Spin on the Split Annuity
Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need. Continue reading
Fridays with Fisher 