I hope that you and your family have a safe and happy holiday season. For all that you do, and all that you will do to help your clients secure their lives, build their futures, and ensure their legacies - thank you. My friend's daughter, Lindsey Taft performed this song specifically for you - please... Continue Reading →
Your LTC Plan
A few years ago, I shared a similar observation. I did a Google search on “why should I buy LTC insurance”. Once I got past all of the company ads for LTC, I came across a bunch of opinion pieces that were generally "pro-LTC" planning and using insurance as a funding vehicle, One of the... Continue Reading →
Cost of Care – What Is It?
OneAmerica Financial makes boatload of resources at your disposal. One is the OneAmerica interactive cost-of-care map. This tool is something that has been available for several years. It can be found on the oneamerica.com producer marketing page and is included as a component of our NEW Asset Care Consumer Presentation by Ensight. To learn more... Continue Reading →
Thanksgiving Thought
I want to thank you for the opportunity to share my ideas and insights with you. Whether or not you wrote business with OneAmerica Financial this past year, I hope that I was able to help you help your family, friends, neighbors, and clients. I've shared the importance of planning and some consumer facing tools... 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 →
More About Planning
When most people hear the word long-term care, where does their mind go?
Let’s Talk About Clients Opinions
survey says ....
Lifetime Matters
making sure that you have a plan for a long duration care situation is important!
Inherited IRA Opportunity
Inherited IRA opportunity with Asset Care
Funding Flexibility
The funding options for Asset Care are not changing
New England Product Launch
Announcing Asset Care enhancements
OneAmerica Road Shows
They are back! The OneAmerica Financial Care Solutions "Road Shows" where we bring the Care Solutions story to you! Starting on October 21, we will be sharing our story with you.

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