Tag: Annuity Care

Time to Get Personal

Last week, I talked about reviewing your book of business and combing for opportunities within your client base.  This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true.  Today, however, I am making it personal.  I want YOU to review YOUR plan... Continue Reading →

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Review the Book

Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year.  I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business.  The best prospect is always an existing client.  You already... 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. 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 →

More on Flex Underwriting

On October 6, Flex Underwriting for Asset Care was launched in more than 35 states.  All business submitted electronically,  whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact... Continue Reading →

Easy street or work for you

I’ve got a challenge for you. We all know that you can (and do) write business with other carriers.  It’s just a fact and I don’t begrudge you for it.  In fact, finding the best solution possible for your client is what we are supposed to be doing. Let me ask this question. Are you... Continue Reading →

Instant Approval

Last week, I shared some information about the Pre-Underwriting Inquiry opportunity for any client that you may have.  Again, it is simply a tool that we encourage you to use BEFORE submitting a formal application.  Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. This is a very... Continue Reading →

You can afford that

I read an article in the Journal of Accountancy recently that made me scratch my head and ponder the possibilities.  In the article called “The long term care quandary: helping clients prepare”, a statement was made that I am not fully convinced is a solid “rule of thumb” (their words not mine). “There’s a long-standing... Continue Reading →

Leverage is more than insurance

For the last couple if weeks, I have been sharing the terminology leverage as it relates to a long term care funding strategy.  Of course, this is unique to insurance solutions where pennies are leveraged into dollars. Have you considered that there is another form of leverage that can be applied to the long term... Continue Reading →

My Leverage Conversation

I had a conversation a short time ago with an advisor asked him to prove to me his allocation strategy was solid enough to meet my two basic retirement objectives – income in retirement I will not outlive as well as leave some money for my children and grandchildren. It all went really well until... Continue Reading →

Leverage or Self-Funding

Here is a little nugget that is often overshadowed with false optimism.  It comes in a few different forms but ultimately boils down to people thinking that it will not happen to them.  Regardless of the reason – people believe that they are exempt from a long-term care situation. Worse yet is the cluster of... Continue Reading →

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