Annuity Care

July 12, 2024

Average is not okay for everyone

I’ve heard too much criticism about considering a lifetime benefit and the terminology of unlimited is not accurate. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care
July 5, 2024

Stop with the product – talk about a plan

I am sick and tired of looking at LinkedIn posts where asset-based / linked benefits long-term care plans are dragged through the mud. THIS HAS TO STOP! Continue reading

Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, OneAmerica Financial
June 21, 2024

Challenge Accepted

Challenge accepted – base only Annuity Care transforms tax-deferred growth into tax-free LTC Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, OneAmerica

Annuities, Annuity Care, Fridays with Fisher, Indexed Annuity Care, instant approval, Kevin Fisher, Long Term Care, OneAmerica
June 14, 2024

Repurposing Annuities

WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!! Continue reading

Annuity Care, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, OneAmerica

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, instant approval, Kevin Fisher, Long Term Care, LTC
June 7, 2024

CLAIMS – a little story

I shared this story a few months ago, but it warrants repeating as it is about both claims and communication. Continue reading

Annuity Care, Asset Care, Care Solutions, Claims, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Care Solutions Claims, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, LTC claims, OneAmerica
May 31, 2024

What we do – PAY CLAIMS

It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years. Continue reading

Annuity Care, Asset Care, Care Solutions, Claims, Consumer Approved, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Care Solutions Claims, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica
May 24, 2024

Marketing Resources for You

you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS). Continue reading

Care Solutions, Consumer Approved, Fridays with Fisher, Funding Sources, Long Term Care, Marketing Material

Annuity Care, Asset Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, OneAmerica Marketing Store
May 17, 2024

Compare Annuity Care

You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably. Continue reading

Annuity Care, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care, Taxes & Trusts

Annuity Care, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
April 26, 2024

So, you want to “self-insure”

improve the self-funding play with one simple move Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Long Term Care, OneAmerica

Annuities, Annuity Care, Asset Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Leverage, Long Term Care, LTC, OneAmerica, self-funding LTC
April 19, 2024

Another Spin on the Split Annuity

Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need. Continue reading

Annuity Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Long Term Care

Annuity Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica, split annuity
April 12, 2024

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

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care

Annuities, Annuity Care, Annuity Care II, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica, tax deferred to tax free LTC
April 5, 2024

Use the deferred annuity to fund LTC

Please contact either Justin Fox or me for mor information about using nonqualified deferred annuities as a solution for long term care funding. Continue reading

Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care

Annuity Care, Annuity Care II, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, Million Dollar Annuity Strategy, OneAmerica, tax deferred to tax free LTC, tax free LTC

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.