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OneAmerica Webinar: The Secure Act & Using Qualified Dollars to Fund a Hybrid LTC Plan
February 18, 2020 @ 10:30 am - 10:50 am
Regional Sales Director – Care Solutions
Individual Life & Financial Services
The SECURE Act Has Created A New Hybrid LTC Opportunity
Join us for a webinar on Feb 18, 2020 at 10:30 AM EST.
The SECURE Act now requires that any non-spousal beneficiary inheriting qualified dollars must have those funds distributed within 10 years. OneAmerica’s qualified dollar Asset Care strategy just happens to be a perfect solution that helps to replace the loss of the stretch IRA while simultaneously addressing the elephant in the room:
• The client(s) receive an immediate 20% bonus on the incoming IRA non-taxable transfer
• Total stepped up IRA balance is then distributed over the course of 10 years using an income
rider, thus satisfying the 10-year SECURE Act requirement
• The distributions internally fund a 10-pay single or joint-life Asset Care which includes lifetime
• Ability to add a spouse to the contract
Please join us for a short 15-minute web training to learn more!
After registering, you will receive a confirmation email containing information about joining the webinar.
- February 18, 2020
10:30 am - 10:50 am