Last week, I talked about reviewing your book of business and combing for opportunities within your client base. This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true. Today, however, I am making it personal. I want YOU to review YOUR plan... Continue Reading →
Review the Book
Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year. I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business. The best prospect is always an existing client. You already... Continue Reading →
Post Thanksgiving
We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
Time for the Annual Talk
I shared the way my Dad functions around this time of year back in May in my “Plan Like Dad Post”. It’s that time again for “Dad’s review” and I want to share it again with you as his simple approach might be just enough to help you jumpstart a conversation in your own household.... Continue Reading →
LTC Awareness Month – The Gateway
We are a couple weeks into long-term care awareness month which means that the holiday season is right around the corner. Why do I mention the holidays in a conversation about long-term care? It’s because the holidays are when families come together. Children who do not see their parents on a regular basis are often... Continue Reading →
LTC Month Resources
November is long-term care awareness month. Here are some resources that you might find helpful.
It’s time to start
According to estimates from the U.S. Department of Health & Human Services, over half of Americans turning 65 today will develop disabilities significant enough to require long-term support and services. This differs from the oft quoted and heavily criticized statistic of 70% of people age 65 will need some form of long-term support and service... Continue Reading →
You can afford that
I read an article in the Journal of Accountancy recently that made me scratch my head and ponder the possibilities. In the article called “The long term care quandary: helping clients prepare”, a statement was made that I am not fully convinced is a solid “rule of thumb” (their words not mine). “There’s a long-standing... Continue Reading →
Plan & Tell
In the long-term care insurance segment, there has been a bunch of noise (might I say criticism) about how one will receive payment for care (either a cash benefit or as a reimbursement benefit). Let’s be serious about this … when you need a source of money for care, does it really matter if it... Continue Reading →
OneAmerica Sponsors PBS’s Caregiving
OneAmerica Financial believes that at the heart of insurance distribution lies a powerful truth: every policy delivered, every financial strategy crafted, and every family protected reflects a deep commitment to caregiving — not only in the traditional sense, but in how you care for your clients’ futures. That commitment is why OneAmerica is proud to... Continue Reading →
Plan Like Dad
My parents are 20 years older than me. We all have big birthdays coming this year – in June, mom will hit the big 80 followed by dad in September. I’ll be 60 a few days later. My “baby” brother is only 18 months behind me. Why do I share this? That’s my family. When... Continue Reading →
The Fed says …
Last week, I shared my opinion that we need to stop battling over which product design is best along with which claims payment methodology is superior. You know the stuff that we battle over inside the product ring. I also stated that we need to put our focus on planning. I’ve put some thought into... Continue Reading →
Fridays with Fisher 
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