We are a month into 2024 and I’ve just returned from the annual OneAmerica Financial National Sales Meeting. There are a few important pieces of information that I need to share with you. First, OneAmerica has rebranded to OneAmerica Financial. Keep your eyes and ears open for more information including a new OneAmerica Financial television... Continue Reading →
2024 – A Tune Up to OneAmerica
Earlier this week, OneAmerica announced a few changes. I am going to assume that you have not heard about them. Before anyone gets overly excited, I will crush the hope of a product revision. That is not the case. The OneAmerica brand is getting a facelift in order to better disclose what the company does. Simply, the new brand... Continue Reading →
2024 – Quick Start Idea – Marketing Store
One thing that is vitally important to our success as advisors / agents / agencies is filling our pipeline with prospects then converting them into clients. For some, client acquisition is “old school” where they dive into their client base and perform annual reviews. Others employ seminars to attract new clients by offering educational opportunities. ... Continue Reading →
2024 – Quick Start Idea – Tap into IRAs
Two weeks ago, I shared an idea for low hanging fruit using nonqualified deferred annuities for clients under the age of 86. Another funding source for long term care premiums that I mentioned was using qualified money such as an Individual Retirement Account (IRA) or proceeds from a 403(b) or 401(k) plan. Here is the... Continue Reading →
2024 – Quick Start Idea – New Tools
Earlier this week, we released a new episode of Coffee Break that I hope you took the time to watch. In it, we shared with you two NEW consumer pieces talking about planning. Please, take a minute to see this week's episode. In this week's episode of Coffee Break, we shared with you 2 new consumer pieces... Continue Reading →
2024 – Quick Start Idea – ANC
During the month of December, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to... Continue Reading →
Claims – The OA Experience
During the month of December, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to... Continue Reading →
Submitting a Claim
This month, I have been focusing on claims which includes our December Coffee Break webcast . If you haven’t viewed it, please take a few minutes to check it out. In the webcast, Niki Johnson talks about the claims process and a few tips that can help when submitting a claim to OneAmerica. Today, I... Continue Reading →
Claims – Consider This
Last week,I shared a few claims statistics for both LTC as a whole and OneAmerica Care Solution. As you would expect, most claims occur over the age of 75 with more the 50% of them starting between the ages of 80 and 89. In our December Coffee Break webcast focusing on claims, we share more... Continue Reading →
Claims – Stats & Info
In this month’s Coffee Break, we are talking about claims. It is what we sell – the promise to be there when our policyholders need us the most. For 35 years, OneAmerica has fulfilled that obligation - virtually every other linked benefit / asset-base long term care product has less than a decade of experience.... Continue Reading →
LTC – Assumptions & Consequences
Over the past few weeks, there has been an incredible amount of commentary focused on the use of averages with respect to retirement income planning. If you haven’t been paying attention to what “financial guru” Dave Ramsey thinks about the 4% withdrawal rate, you might want to take a look. One thing for certain,... Continue Reading →
Cost of Care – a real life case
Over the last few weeks, I shared information about costs and durations of care. I also shared a little bit of an editorial opinion about the dangers of planning for the average. Today, I want to share with you a true story that hist close to home. To set the groundwork, we will be talking... Continue Reading →
Fridays with Fisher 
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