Challenge accepted - base only Annuity Care transforms tax-deferred growth into tax-free LTC
Tag: OneAmerica
CLAIMS – a little story
I shared this story a few months ago, but it warrants repeating as it is about both claims and communication.
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.
Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS).
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.
Another “self-insuring” idea
thinking about self-funding? think about using leverage to improve it
So, you want to “self-insure”
improve the self-funding play with one simple move
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.
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.
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.
Claims – How About Some Honesty
I am going to risk creating a bunch of unfriendly comments this week by venturing in the discussion of which benefit solution is better – reimbursement or indemnity. I deserve to be heard on this because our peers have been doing an outstanding job marketing the value of cash indemnity product offers while demonizing reimbursement … Continue reading Claims – How About Some Honesty
Tax Information & More
No matter what the economy does, taxes are always a key component of planning for every individual and business. Inflation is still high, but certainly lower than last year, resulting in a more modest increase in the numbers for 2024. For example, Social Security’s COLA increase is 3.2% (down from a substantial 8.7% increase last … Continue reading Tax Information & More
Fridays with Fisher 
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