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Extended Care Planning: Efficient and Effective
August 7, 2024 @ 2:00 pm – 3:00 pm CDT
New Life for Old Assets!
There is a total of $2.8 trillion currently in annuities.
- 79% of annuity owners see it as a financial resource to avoid being a financial burden on children.
- 73% see it as an emergency fund in case of catastrophic illness or nursing home care.
Many of these annuity assets are just sitting, waiting to be used. If they’re never used, any gains are taxable to heirs at death. Help give new life to these stagnant annuities with annuity-based solutions from OneAmerica®:
- All options are PPA-eligible, making gains tax-free if used for qualifying LTC expenses
- All premiums are fully guaranteed
- Joint coverage can protect 2 lives under one policy
- Only a few health questions and a telephone interview!
Learn how these solutions work, how to identify ideal prospects for these policies and how they can be a tax-advantaged way to reposition existing assets for future care needs.
Can’t make the live event? All registrants will be sent a replay link.
