Long Term Care

November 22, 2024

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

Annuity Care, Care Solutions, Fridays with Fisher, Funding Sources, Indexed Annuity Care, Long Term Care, OneAmerica, Taxes & Trusts

Annuity Care, Coffee Break, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, Million Dollar Annuity Strategy, OneAmerica
November 15, 2024

More About Planning

When most people hear the word long-term care, where does their mind go? Continue reading

Asset Care, Campaigns, Care Solutions, Fridays with Fisher, Indexed Annuity Care, Joint Policy, Long Term Care, Marketing Material, OneAmerica, plan

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, LTC planning, OneAmerica
November 8, 2024

Let’s Talk About Clients Opinions

survey says …. Continue reading

Campaigns, Care Solutions, Consumer Approved, Continuation of Benefit Rider, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, survey
November 1, 2024

Lifetime Matters

making sure that you have a plan for a long duration care situation is important! Continue reading

Alzheimer’s Association, Annuity Care, Asset Care, Care Solutions, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Indexed Annuity Care, Joint Policy, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Lifetime Benefits, Long Term Care, LTC, LTC planning, OneAmerica, Plan for Care
October 25, 2024

Inherited IRA Opportunity

Inherited IRA opportunity with Asset Care Continue reading

Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care, OneAmerica, qualified money

Annuity funded Asset Care, annuity funded whole life, Asset Care, Fridays with Fisher, IRA Max, Kevin Fisher, Long Term Care, LTC, OneAmerica
October 18, 2024

Funding Flexibility

The funding options for Asset Care are not changing Continue reading

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

Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica
October 11, 2024

New England Product Launch

Announcing Asset Care enhancements Continue reading

Asset Care, Claims, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, Marketing Material, OneAmerica, qualified money, Underwriting

Asset Care, Coffee Break, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Regional Meetings, return of premium
October 4, 2024

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. Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Funding Sources, Guarantees, Long Term Care, Marketing Material, OneAmerica, qualified money

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Road Shows
September 20, 2024

I’ve got a guy

Pre-Underwriting Inquiry – help us help you Continue reading

Annuity Care, Asset Care, Care Solutions, Fridays with Fisher, Indexed Annuity Care, OneAmerica, Underwriting

Annuity Care, Asset Care, Fridays with Fisher, Kevin Fisher, Long Term Care, OneAmerica, Pre-Underwriting Inquiry, PUI, Underwriting
September 13, 2024

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

Care Solutions, Consumer Approved, Fridays with Fisher, Long Term Care, OneAmerica

Annuity Care, Asset Care, Fiduciary, Fridays with Fisher, Kevin Fisher, Long Term Care, LTC, OneAmerica, Plan for Care
September 6, 2024

Dad’s advice

Growing up, he always told my brother and me – “can’t never did anything.” Continue reading

Care Solutions, Consumer Approved, Fridays with Fisher, Long Term Care, LTC Coffee Break

Annuity Care, Annuity Care II, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC, OneAmerica
August 30, 2024

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. 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

Annuity Care, Annuity Care II, Asset Care, Fridays with Fisher, Indexed Annuity Care, Kevin Fisher, Long Term Care, LTC planning, OneAmerica, self-funding LTC

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.