-
Let’s compare
we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care. Continue reading
-
Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care” Continue reading
-
Clients 70 & over
The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source. Continue reading
-
Fueling the longevity fire
I’ve been on my soapbox for the past few weeks focusing on longevity and an unlimited duration of benefits that only Asset Care and Annuity Care can offer (in the asset-based / linked benefits space). This is important to me. Continue reading
-
Plan & Longevity
I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s. Continue reading
-
Average is not okay for everyone
I’ve heard too much criticism about considering a lifetime benefit and the terminology of unlimited is not accurate. Continue reading
-
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
-
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
-
Challenge Accepted
Challenge accepted – base only Annuity Care transforms tax-deferred growth into tax-free LTC Continue reading
-
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
-
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
-
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
Fridays with Fisher 