Coffee Break

October 11, 2024

New England Product Launch

Announcing Asset Care enhancements Continue reading

Asset Care, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, OneAmerica, qualified money, Underwriting

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Regional Meetings, return of premium
September 27, 2024

INSTANT APPROVAL

Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Guarantees, Indexed Annuity Care, Long Term Care, LTC Coffee Break, New Business, Underwriting

Annuities, Annuity Care, Coffee Break, Indexed Annuity Care, instant approval, Kevin Fisher, LTC, OneAmerica, Underwriting
August 16, 2024

Let’s compare

we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care. Continue reading

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

Annuities, Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, OneAmerica, tax deferred to tax free LTC, tax free LTC
August 2, 2024

Clients 70 & over

The ideal client is someone who is between 70 and 85 with money in nonqualified deferred annuities that is not being used as an income source. Continue reading

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, LTC Coffee Break, OneAmerica

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
July 26, 2024

Fueling the longevity fire

I’ve been on my soapbox for the past few weeks focusing on longevity and an unlimited duration of benefits that only Asset Care and Annuity Care can offer (in the asset-based / linked benefits space). This is important to me. Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Annunity Care, Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, 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 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 3, 2024

Another “self-insuring” idea

thinking about self-funding? think about using leverage to improve it Continue reading

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

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, return of premium, self-funding LTC, self-insurance
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 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
October 20, 2023

Icebreaker Ideas

On the October edition of Coffee Break, Elaine shared a quick hit idea for working with a great referral source – CPAs. If you have not taken a minute, please check it out. Elaine also noted that one simple statement can open the door, eyes, and ears. And, it is simply this … “Are you… Continue reading

Care Solutions, Claims, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, qualified money, Taxes & Trusts

Asset Care, Coffee Break, Elaine Marvin, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, Niki Johnson, OneAmerica

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.