We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
Leverage is more than insurance
For the last couple if weeks, I have been sharing the terminology leverage as it relates to a long term care funding strategy. Of course, this is unique to insurance solutions where pennies are leveraged into dollars. Have you considered that there is another form of leverage that can be applied to the long term... Continue Reading →
Annuity Care and an IRA
A question that I often get asked is whether you can fund Annuity Care I or Indexed Annuity Care with qualified money. The answer is yes but … You need to pay attention to this because it is a big ole but. When qualified money goes into Annuity Care I or Indexed Annuity Care, it... Continue Reading →
Million Dollar Annuity Update
For a little over 2 years, I've talked about biggest secret in long-term care funding - using nonqualified deferred annuity proceeds as a strategy. I first shared with you the Million Dollar Annuity idea focusing on Indexed Annuity Care. In fact, I've even dedicated a specific page in Fridays with Fisher for it and have... Continue Reading →
INSTANT APPROVAL
Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity.
Dad’s advice
Growing up, he always told my brother and me – “can’t never did anything.”
Self-funding – think of the impact
Recently, I stumbled upon a post on LinkedIn by a CFP who was advocating for self-funding and bypassing an insured long term care plan.
Feedback from Last Week
Last week, I shared a comparison of a 9 year MYGA to Annuity Care I – the product that got the whole annuity-based LTC discussion started decades ago. And, as expected, I received lots of feedback (mostly negative).
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.
Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care”
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.
Challenge Accepted
Challenge accepted - base only Annuity Care transforms tax-deferred growth into tax-free LTC
Fridays with Fisher 
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