We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
INSTANT APPROVAL
Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity.
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.
Challenge Accepted
Challenge accepted - base only Annuity Care transforms tax-deferred growth into tax-free LTC
So, you want to “self-insure”
improve the self-funding play with one simple move
Annuity funding – split annuity
Do me this favor - contact me with your net annuity case for a client who is 70 or older and has that money earmarked as either "leave on" or "emergency" money. We might be able to create a better solution.
Maximizing Your Annuity Concept
Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is... Continue Reading →
Maximizing Your Annuity
I’ve been riding this topic hard for the last few months and for a good reason! One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot... Continue Reading →
Fridays with Fisher 
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