Million Dollar Annuity Strategy
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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
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Use the deferred annuity to fund LTC
Please contact either Justin Fox or me for mor information about using nonqualified deferred annuities as a solution for long term care funding. 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 -
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 -
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
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