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 – 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 – 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 →

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 -    incur $210,033 of long term care support & services, and (on average) lost wages as... Continue Reading →

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