Annuities
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A million & a half made better
Last week’s post received a ton of feedback. Thank you for your opinions. Remember what I said? The scenario can be ripped apart in a bunch of different ways and it was a small amount of effort that I put in to demonstrate how an AVERAGE long-term care event can totally disrupt a plan. In… Continue reading
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Post Thanksgiving
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. These are just 3 ways that you can get a jump on 2026. Finally, I want to thank you for making time for me. My intent is… Continue reading
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INSTANT APPROVAL
Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. Continue reading
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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
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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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So, you want to “self-insure”
improve the self-funding play with one simple move Continue reading
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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. Continue reading
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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
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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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