Before we get into this week's Fridays with Fisher, I want to remind you that a NEW Care Solutions Coffee Break is out. This month's topic is having "the conversation" and a few ideas that might be helpful. I’m not sharing something new with you, but I am reminding you that you have a boatload... Continue Reading →
Long Term Care Awareness
November is LTC Awareness Month. Frankly, I think that when we dedicate days or months to specific causes we don't really improve the awareness. It may actually be a buzz-kill since there are so many cause focused months. Instead, as financial professionals, we should be including long term care awareness into every client conversation that... Continue Reading →
SECURE Act – Inherited IRA
This past week, we offered up another Care Solutions University. One part of the discussion was the Asset Care opportunity that the SECURE Act presents for clients inheriting IRAs. As you will recall, the SECURE Act put in place a requirement to withdraw the full balance within 10 years from inherited non-spousal IRAs. And, ONLY... Continue Reading →
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 →
Reasons Not To Write LTC Insurance
Reasons why NOT to write a long term care insurance policy.
Annuity Care – Underwriting
A couple of months ago, I shared with you some Annuity Care pieces of information. One thing that I neglected to mention is this - there a few carriers that offer Pension Protection Act compliant annuity products like our Annuity Care product series. And, frankly, OneAmerica is the only carrier in that space with a... Continue Reading →
Why – why – why quoting Elaine
why why why - maybe you know the answer
NEW – Consumer Presentation – Learn More
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – How You Pay
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Cost of Care
The new Asset Care consumer presentation is available.
NEW – Consumer Presentation – Compare
The new Asset Care consumer presentation is available.
NEW – Asset Care Consumer Presentation
The new Asset Care consumer presentation is available.
Fridays with Fisher 
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