Annuity Care
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Consider the Cost
Most carriers offer some version of the cost-of-care guide or online tool. I get it. But, why are so many people still sharing the Genworth survey? They haven’t sold a policy in years and are rebranding in an effort to re-enter the market that they had to abandon in order to survive. With so many… Continue reading
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My Saturday Visit
This week, I am going to be brief. I hung out with a friend this week and got to spend time with her 85 year old father. I got to pay him a visit the assisted living facility where he “hangs his hat” in Farmington, CT. There were a few things that jumped out at… Continue reading
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Annuity Care and an IRA
A question that I often get asked is whether you can fund Annuity Care I or Indexed Annuity Care with qualified money. The answer is yes but … You need to pay attention to this because it is a big ole but. When qualified money goes into Annuity Care I or Indexed Annuity Care, it… Continue reading
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Sort Thru the Noise
In the January 2025 episode of Coffee Break, I shared information on how to locate more information about who OneAmerica Financial is … just go to oneamerica.com/about-us and you will get access to a boatload of information about the companies of OneAmerica Financial. There is a bunch of noise in the asset-based / linked-benefit LTC… Continue reading
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Break out the bubbly
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
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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
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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
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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
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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
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More About Planning
When most people hear the word long-term care, where does their mind go? Continue reading
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Lifetime Matters
making sure that you have a plan for a long duration care situation is important! Continue reading
Fridays with Fisher 
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