Tag: Care Solutios

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 ROP in Cali

Last month on Coffee Break, we discussed our Asset Care Return of Premium product.  Today, we will expand on that with a focus on California. Setting the stage, when Asset Care Return of Premium came about, it was part of the Asset Care repriced from a few years ago.  This new version of Asset Care... Continue Reading →

Asset Care with & without ROP

Our discussion for the past couple weeks has been focused on Asset Care and the Return of Premium product solution.  Today, we will piggy back off of the previous discussions and I’ll share with you a conversation that I had with an advisor a short time ago. Before we get into it, if you have... Continue Reading →

ICE & 4 Ls From Niki Johnson

A couple weeks ago on Coffee Break, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson to share some perspectives about our Asset Care Return of Premium product.  If you have not seen the January Coffee Break, you can check it out here.  Or, you go to the website LTCcoffeebreak.com where you can... Continue Reading →

Asset Care ROP Color Commentary

Last week, our first Coffee Break episode of 2022 was released.  In it, I was joined by Jen Wagoner, Elaine Marvin, and Niki Johnson.  We talked about the Asset Care Return of Premium product solution that was introduced with the 2017 Asset Care reprice.  If you have not seen the January Coffee Break, you can... Continue Reading →

Asset Care Left Pocket to Right

Earlier this week, I released a new episode of Coffee Break focusing on the Asset Care Return of Premium product.  Jen Wagoner, Niki Johnson, and Elaine Marvin joined me to share their perspectives on the product.  Please, grab yourself a cup of coffee and take a few minutes to hear what they shared. If you... Continue Reading →

Averages & LTC Planning

A short time ago, on LTC Coffee Break, I spoke with Jen Wagoner about state-sponsored long term care programs like the Washington state CARES Fund. https://youtu.be/nbPHQvZ_mNM LTC Coffee Break Espresso Shot 11/29/2022 If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should... Continue Reading →

State Funded LTC Programs

Last week, I spoke with Jen Wagoner (my counterpart from the west coast) about state-sponsored long term care programs and pending legislation. https://youtu.be/nbPHQvZ_mNM LTC Coffee Break Espresso Shot 11/29/2022 If you did not catch our conversation, take a few minutes to check it out. For additional LTC Coffee Break episodes, you should go to the... Continue Reading →

State Sponsored LTC Webcast

Funny what a year can do. Think about that statement and where we as an industry were. The enrollment deadline for the Washington state Cares Act was looming, business was swamping carriers, and everyone seemed to be losing their collective minds from the chaos that resulted. Today, the waves has passed, the Act was paused... Continue Reading →

Homework Assignment

In this week's LTC Coffee Break, I shared with you 3 take-aways going into the Thanksgiving holiday. https://youtu.be/loW3K6BN7fo LTC Coffee Break Espresso for 11/15/2022 If you didn't feel like watching the episode, they are pretty simple: join me on November 29 for a conversation with Jen Wagoner about state-sponsored LTC plans, check out the OneAmerica... Continue Reading →

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