Indexed Annuity Care
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Challenge Accepted
Challenge accepted – base only Annuity Care transforms tax-deferred growth into tax-free LTC Continue reading
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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
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Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS). Continue reading
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Compare Annuity Care
You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably. Continue reading
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So, you want to “self-insure”
improve the self-funding play with one simple move Continue reading
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Another Spin on the Split Annuity
Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need. Continue reading
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Annuity funding – split annuity
Do me this favor – contact me with your net annuity case for a client who is 70 or older and has that money earmarked as either “leave on” or “emergency” money. We might be able to create a better solution. Continue reading
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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
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Claims – How About Some Honesty
I am going to risk creating a bunch of unfriendly comments this week by venturing in the discussion of which benefit solution is better – reimbursement or indemnity. I deserve to be heard on this because our peers have been doing an outstanding job marketing the value of cash indemnity product offers while demonizing reimbursement… Continue reading
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Tax Information & More
No matter what the economy does, taxes are always a key component of planning for every individual and business. Inflation is still high, but certainly lower than last year, resulting in a more modest increase in the numbers for 2024. For example, Social Security’s COLA increase is 3.2% (down from a substantial 8.7% increase last… Continue reading
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More about qualified money & LTC
Last week, I started the FWF conversation talking about qualified money and IRA maximization. The thing about IRA max is that it is a leverage play – a planning tool while living and insurable. (remember, this conversation is for non-Roth accounts.) But, what happens if the planning windows is slammed shut because the IRA owner… Continue reading
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ASC & IRA Max – something new
IRA maximization is one of the first funding strategies that I was introduced to more than 3 decades ago when I was first entered the insurance industry as a career agent in southern New Hampshire. According to the Congressional Research Service, the Federal Reserve’s Financial Accounts of the United States report said that as of… Continue reading
Annuity Care, Asset Care, Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, New Business, OneAmerica, qualified money, UnderwritingAnnuity Care, Annuity Care II, annuity funded whole life, Asset Based Long Term Care, asset based LTC, Asset Care, Assetbasedltc.com, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC claims, Niki Johnson, OneAmerica, OneAmerica.com, Qualified Money Funding LTC, undewriting
Fridays with Fisher 
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