annuity funded whole life

March 3, 2023

Qualified Money & Leverage

A few weeks ago on Coffee Break, we talked about our turnkey funding strategy for Asset Care using qualified money. We’ve generated a lot of calls into the sales desk and we thank you for questions and the opportunity to discuss our truly unique strategy. Way back when I first started in the insurance industry… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, qualified money

annuity funded whole life, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Qualified Money Funding LTC
February 24, 2023

Qualified Money & Asset Care

Earlier this month on Coffee Break, we discussed using long term care as a funding source for long term care. If you have not had a chance to check it out, please do. Remember, qualified money is rolled over into a qualified deferred annuity with OneAmerica. Upon receipt of the proceeds from the rollover, OneAmerica… Continue reading

Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

annuity funded whole life, Asset Care, Care Solutios, Elaine Marvin, Fridays with Fisher, ira, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, qualified money

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.

annuity funded whole life

Qualified Money & Leverage

Qualified Money & Asset Care