LTC
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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
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Dad’s advice
Growing up, he always told my brother and me – “can’t never did anything.” Continue reading
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Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care” Continue reading
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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. Continue reading
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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. Continue reading
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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. Continue reading
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Repurposing Annuities
WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!! Continue reading
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CLAIMS – a little story
I shared this story a few months ago, but it warrants repeating as it is about both claims and communication. Continue reading
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What we do – PAY CLAIMS
It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years. Continue reading
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Compare Annuity Care
You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably. Continue reading
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Another “self-insuring” idea
thinking about self-funding? think about using leverage to improve it Continue reading
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So, you want to “self-insure”
improve the self-funding play with one simple move Continue reading
Fridays with Fisher 