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.
INSTANT APPROVAL
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).

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