We are almost at the magic time where (for most of us) the clock resets on our businesses - New Years! Let me be the first to wish you a happy, safe, and prosperous 2025! Rather than share an idea with you, I decided to talk about the New Years Resolution. The tradition of the... Continue Reading →
Your LTC Plan
A few years ago, I shared a similar observation. I did a Google search on “why should I buy LTC insurance”. Once I got past all of the company ads for LTC, I came across a bunch of opinion pieces that were generally "pro-LTC" planning and using insurance as a funding vehicle, One of the... Continue Reading →
Cost of Care – What Is It?
OneAmerica Financial makes boatload of resources at your disposal. One is the OneAmerica interactive cost-of-care map. This tool is something that has been available for several years. It can be found on the oneamerica.com producer marketing page and is included as a component of our NEW Asset Care Consumer Presentation by Ensight. To learn more... Continue Reading →
Thanksgiving Thought
I want to thank you for the opportunity to share my ideas and insights with you. Whether or not you wrote business with OneAmerica Financial this past year, I hope that I was able to help you help your family, friends, neighbors, and clients. I've shared the importance of planning and some consumer facing tools... Continue Reading →
Million Dollar Annuity Update
For a little over 2 years, I've talked about biggest secret in long-term care funding - using nonqualified deferred annuity proceeds as a strategy. I first shared with you the Million Dollar Annuity idea focusing on Indexed Annuity Care. In fact, I've even dedicated a specific page in Fridays with Fisher for it and have... Continue Reading →
More About Planning
When most people hear the word long-term care, where does their mind go?
Let’s Talk About Clients Opinions
survey says ....
Lifetime Matters
making sure that you have a plan for a long duration care situation is important!
OneAmerica Road Shows
They are back! The OneAmerica Financial Care Solutions "Road Shows" where we bring the Care Solutions story to you! Starting on October 21, we will be sharing our story with you.
INSTANT APPROVAL
Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity.
I’ve got a guy
Pre-Underwriting Inquiry - help us help you
3 Points & a Plan
Where have you been (the start). Where are you at (progress). Where do you want to be (the goal)? These are three points that are necessary to measure literally anything. One of those points is fixed – where you have been. The other two are moveable and based upon the choices that you make. Some... Continue Reading →

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