Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity.
I’ve got a guy
Pre-Underwriting Inquiry - help us help you
3 Points & a Plan
Where have you been (the start). Where are you at (progress). Where do you want to be (the goal)? These are three points that are necessary to measure literally anything. One of those points is fixed – where you have been. The other two are moveable and based upon the choices that you make. Some... Continue Reading →
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.
Fueling the longevity fire
I’ve been on my soapbox for the past few weeks focusing on longevity and an unlimited duration of benefits that only Asset Care and Annuity Care can offer (in the asset-based / linked benefits space). This is important to me.
Plan & Longevity
I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s.
Average is not okay for everyone
I’ve heard too much criticism about considering a lifetime benefit and the terminology of unlimited is not accurate.
Fridays with Fisher 
You must be logged in to post a comment.