Tag: Executive Bonus

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 →

Annuity Care – Notices of Importance

Last week, I spoke about leverage and using Indexed Annuity Care as a funding strategy – what I am calling the million dollar annuity strategy.  Learn more about it at   https://fridayswithfisher.com/million-dollar-annuity/.  My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might... Continue Reading →

Averages … Leverage

Last week, I preached about averages and the risk that we run by ignoring true cost of being average.  As a reminder, in 20 years, assuming everything is average – you can expect that the average American will -    incur $210,033 of long term care support & services, and (on average) lost wages as... Continue Reading →

Asset Care Insures a Buy-Sell

The June Coffee Break focuses on businesses and premium deductions that are available when funding an Asset Care policy. To learn more about this opportunity, check out our June broadcast of Coffee Break by following this link or clicking on the Coffee Break image to the right. And, last week’s Fridays with Fisher, I shared a... Continue Reading →

Section 162 Executive Bonus

In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care.  Simply, the premiums for the long term care portion of the policy can be deducted. To learn more about this opportunity, check out our June broadcast of Coffee Break. Please check it out. With this in... Continue Reading →

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