Broaden Your Market with Tax Advantaged LTC Annuities (Webinar)
July 16 @ 11:00 am - 12:00 pm
OneAmerica Webinar
Presenter: Jeremy Veryser, OneAmerica National Sales Director – Care Solutions
Think about your clients with annuities. Will they depend on their annuity(ies) for retirement income? If not, they could move all or some of their money from tax-deferred to tax-free to pay for long-term care expenses. Who doesn’t like the sound of that?
Many Advisors have found that this solution helps broaden their potential market. It can be issued on clients through age 85 with health issues — individuals who would often not be eligible for a traditional or life-based LTC plan. In addition, the tax benefits and LTC leverage help to justify the movement of “dead” NQ annuity dollars. With a simple 1035, the old NQ annuity remains tax-deferred and is still an asset, however it can then be utilized tax-free for any qualifying LTC.
Join us for this short webinar to learn about the new Annuity Care product:
How the Pension Protection Act allows certain annuities to be utilized for any qualifying care tax-free
Ability to add spouse to an individually owned annuity
Optional lifetime LTC rider, covering one or two insureds for their lifetime
Simplified underwriting process with no exams or APS’s required
OneAmerica Webinar
Presenter: Jeremy Veryser, OneAmerica National Sales Director – Care Solutions
Registration Link: https://attendee.gotowebinar.com/register/2002370502927165965
http://www.brainshark.com/oneamerica/vu?pi=zGqz3w3LwzNbDLz0&nodesktopflash=1
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