For the last couple if weeks, I have been sharing the terminology leverage as it relates to a long term care funding strategy. Of course, this is unique to insurance solutions where pennies are leveraged into dollars. Have you considered that there is another form of leverage that can be applied to the long term... Continue Reading →
Versatility Refound
Here is a tagline for you to ponder: “Adaptable Annuities: Multi-purpose for Living, Legacy, & Long Term Care”
Maximizing Your Annuity Concept
Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is... Continue Reading →
Maximizing Your Annuity
I’ve been riding this topic hard for the last few months and for a good reason! One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot... Continue Reading →
Does It Qualify
A couple of weeks ago on Coffee Break, we shared information about Annuity Care and, in last week’s Fridays with Fisher, I talked about the segment of the tax-code that creates the tax-free benefits offered by Annuity Care. One thing that I often hear is “XYZ indexed annuity includes long term care benefits”. As I... Continue Reading →
Fridays with Fisher 
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