Long Term Care

September 8, 2023

NEW – Consumer Presentation – Learn More

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
September 1, 2023

NEW – Consumer Presentation – How You Pay

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 25, 2023

NEW – Consumer Presentation – Cost of Care

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 18, 2023

NEW – Consumer Presentation – Compare

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 11, 2023

NEW – Asset Care Consumer Presentation

The new Asset Care consumer presentation is available. Continue reading

Asset Care, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material

Asset Care, Coffee Break, consumer presentation, Elaine Marvin, Fridays with Fisher, illustration, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica
August 4, 2023

NEW – Asset Care Updates

There are a few things going on with Asset Care – the industry leading life insurance based long term care policy. 4% Acceleration for joint policies One thing that OneAmerica prides itself on is the ability to devise custom long term care funding strategies to meet their clients’ unique needs. With this in mind, the… Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

AlzheimersAssociation, asset based LTC, Asset Care, Coffee Break, Elaine Marvin, Fridays with Fisher, jen, Kevin Fisher, Lifetime Benefits, Long Term Care, Niki Johnson, OneAmerica, OneAmerica Update, Unlimited LTC
July 28, 2023

Annuity Care – Notices of Importance

Last week, I spoke about leverage and using Indexed Annuity Care as a funding strategy – what I am calling the million dollar annuity strategy. Learn more about it at https://fridayswithfisher.com/million-dollar-annuity/. My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might… Continue reading

Annuity Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Annuity Care, Annuity Care II, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Leverage, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
July 21, 2023

Averages … Leverage

Last week, I preached about averages and the risk that we run by ignoring true cost of being average. As a reminder, in 20 years, assuming everything is average – you can expect that the average American will – I also made the statement (which some of you disagreed with) – average care will… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Asset Care, averages, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Indexed Annuity Care, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Million Dollar Annuity Strategy, Niki Johnson, OneAmerica
July 14, 2023

Averages

In this week’s Coffee Break, Elaine, Niki, Jen and I discussed averages and the longevity of a long term care claim. If you have not taken time to view it, please do – we share some interesting information and Jen has one heck of a piece of trivia for you to use. I’m going to… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Asset Care, Averages and LTC, buy sell, Care Solutions, Coffee Break, Elaine Marvin, Executive Bonus, Fridays with Fisher, Jen Wagoner, Kevin Fisher, Long Term Care, LTC, Niki Johnson, OneAmerica, Section 162
July 7, 2023

Asset Care Insures a Buy-Sell

The June Coffee Break focuses on businesses and premium deductions that are available when funding an Asset Care policy. To learn more about this opportunity, check out our June broadcast of Coffee Break by following this link or clicking on the Coffee Break image to the right. And, last week’s Fridays with Fisher, I shared a… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Indexed Annuity Care, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

advanced sales, Asset Care, buy sell, Care Solutions, Coffee Break, Executive Bonus, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Section 162
June 30, 2023

Section 162 Executive Bonus

In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care. Simply, the premiums for the long term care portion of the policy can be deducted. With this in mind, I want to remind you of a strategy that we have discussed before – the Section 162… Continue reading

Annuity Care, Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Indexed Annuity Care, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trusts

Asset Care, Care Solutios, Coffee Break, Executive Bonus, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Section 162
June 9, 2023

Maximizing Your Annuity Concept

Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is… Continue reading

Annuity Care, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica

Annuities, Annuity Care, Asset Care, Care Solutios, Coffee Break, Elaine Marvin, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, Niki Johnson, Nonqualified Deferred Annuities, OneAmerica, Pension Protection Act, PPA

About FWF

I launched Fridays with Fisher as a way for me to share ideas and information related to extended healthcare / long term care and funding solutions provided by the OneAmerica Care Solutions product suite.

Every week, I share a new idea via email and post it to the the Fridays with Fisher Archives (where you are currently located).

Everything is for producer use only unless specifically noted otherwise.