Indexed Annuity Care
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Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care” Continue reading
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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. Continue reading
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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
Fridays with Fisher 