- This event has passed.
Turning Tax Deferred Accumulation into Tax Free LTC
April 9, 2020 @ 10:00 am – 11:00 am CDT
It’s time to assess your existing annuity business. You could make a good thing better by moving money to benefit you and your clients!
Now is the time to assess your existing annuity business. OneAmerica® Care Solutions annuity-based products can provide a tax-efficient way to help your clients pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC
Consider these facts:
- Repositioning an existing annuity to Annuity Care®is a simple 1035 exchange that avoids taxation on gains. We’ll take care of everything, even if they move only a portion.
- Clients who may not qualify for other LTC protection still could receive Annuity Care protection, with higher issue ages and no medical exams.
- Annuity Care provides tax-free LTC benefits with the option for lifetime protection and a guaranteed rate of return.
Register today to learn about OneAmerica® Care Solutions. You’ll find out how to create a customized asset-based LTC strategy that helps your clients protect their retirement assets and get guarantees. Don’t miss this opportunity to potentially increase your sales with a product unlike any other on the market today!
Learn to turn an existing $100,000 deferred annuity into a half million dollar long term care funding pool.
Featuring:
Kevin Fisher, CLTC
Regional Sales Director for OneAmerica
