In last week’s Fridays with Fisher, I shared with you a bit about conducting a planning conversation with your clients. I shared a few tips to help with the quality of your conversation as well as the OneAmerica Financial Plan for Care worksheet. One thing that I mentioned briefly in past posts about client plan... Continue Reading →
Welcome to 2026
We are 1 day into the new year. HAPPY NEW YEAR!!! One thing that we all do is make resolutions that we ultimately end up dismissing during the course of the year. I’m guilty – I do that and did that in 2025. This year, I took it up to do some thinking and research... Continue Reading →
Just for the kicks – AI says …
Just for the kick of it, I asked ChatGPT to “WRITE AN ARTICLE ABOUT LONG-TERM CARE PLANNING” and this is what it spilled out. Long-Term Care Planning: Why It’s Essential for Your Future When most people think about their future, they envision retirement, travel, and spending time with family. However, there’s another important aspect that... Continue Reading →
Time to Get Personal
Last week, I talked about reviewing your book of business and combing for opportunities within your client base. This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true. Today, however, I am making it personal. I want YOU to review YOUR plan... Continue Reading →
Review the Book
Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year. I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business. The best prospect is always an existing client. You already... Continue Reading →
Post Thanksgiving
We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
Time for the Annual Talk
I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”. It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.... Continue Reading →
LTC Awareness Month – The Gateway
We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner. Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together. Children who do not see their parents on a regular basis are often... Continue Reading →
An Idea From My Dad
Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and win or not. At best, you have options that you might not have known about. I firmly believe that we can do more for you... Continue Reading →
Fridays with Fisher 
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