This week, I hope to be brief. Afterall, most people are taking time off or slowing down between now and the start of the new year. With this in mind, I have a quick question – what’s your plan for doing business in 2023? For some, it might be increasing your consumer outreach. We can... 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 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 →
OneAmerica’s Consumer Survey
If you weren't paying attention to this week's LTC Coffee Break, I shared with you a bit about our recently released LTC Consumer Survey. I've heard throughout my career not to sell by the numbers and "statistics don't sell." I do not disagree, but they do help illustrate a point and add perspective to a... Continue Reading →
An Idea From My Dad
Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you... Continue Reading →

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