LTC
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Another Spin on the Split Annuity
Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need. Continue reading
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Annuity funding – split annuity

Do me this favor – contact me with your net annuity case for a client who is 70 or older and has that money earmarked as either “leave on” or “emergency” money. We might be able to create a better solution. Continue reading
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The Problem with LTC
Last week, I vented about what I believe is a major disservice that is taking place by carriers. I believe that carriers are sharing the full story of how their products work when they are utilized by their insured’s family. And we wonder why there is a credibility problem with the industry …. (Here is… Continue reading
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Reasons Not To Write LTC Insurance

Reasons why NOT to write a long term care insurance policy. 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 & Trustsadvanced 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 -
Annuity Care – Underwriting

A couple of months ago, I shared with you some Annuity Care pieces of information. One thing that I neglected to mention is this – there a few carriers that offer Pension Protection Act compliant annuity products like our Annuity Care product series. And, frankly, OneAmerica is the only carrier in that space with a… 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 & Trustsadvanced 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 -
Why – why – why quoting Elaine

why why why – maybe you know the answer Continue reading
Asset Care, Care Solutions, Continuation of Benefit Rider, Fridays with Fisher, Funding Sources, Guarantees, Joint Policy, Long Term Care, LTC Coffee Break, OneAmerica, Taxes & Trustsadvanced 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 -
NEW – Consumer Presentation – Learn More

The new Asset Care consumer presentation is available. Continue reading
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NEW – Consumer Presentation – How You Pay

The new Asset Care consumer presentation is available. Continue reading
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NEW – Consumer Presentation – Cost of Care

The new Asset Care consumer presentation is available. Continue reading
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NEW – Consumer Presentation – Compare

The new Asset Care consumer presentation is available. Continue reading
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NEW – Asset Care Consumer Presentation

The new Asset Care consumer presentation is available. Continue reading
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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 & Trustsadvanced 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

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