Move money to benefit yourself and your clients
Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that?
Repositioning an annuity to Annuity Care® is a simple 1035 exchange that avoids taxation on gains earned. We’ll take care of moving everything, even if clients exchange only a portion.
Clients who might not qualify for other LTC protection may still receive Annuity Care protection, with higher issue ages than our whole life products and no medical exams.
Annuity Care provides tax-free LTC benefits with the option for lifetime payments and a guaranteed rate of return. It doesn’t get much easier than that.
Review your business today to determine if you can make a good thing better for your clients!
View this short training video to see how Annuity Care can help your clients.
Annuity Care campaign overview
Are you ready to get started? Look at this campaign overview to see the tools you can use to effectively promote Annuity Care to potential clients.
Share the LTC message with your clients on social media. Log in to your OneAmerica Marketing Store (OAMS) account to run your campaign. Non-OAMS users can download the recommended posting calendar and approved content for Facebook, LinkedIn and Twitter.
Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May go down in value
OneAmerica is the marketing name for The State Life insurance Company® (State Life), offering the Care Solutions product suite.
Note: Products are issued and underwritten by The State Life Insurance Company® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Not available in all states or may vary by state. All guarantees are subject to the claims-paying ability of State Life. Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary or investment advice.
The replacement of an existing life insurance or annuity must not be made unless all factors are weighed and it is documented as suitable for the client.
For use with financial professionals only. Not for public distribution.