Asset Care Revisions Coming in July

This should come as no surprise.  Noise about Asset Care changes has been swirling around for months.  A couple weeks ago, we announced the changes that are targeted to roll out in July.

Here are a few of the enhancements that you will see in the updated Asset Care.

  • zero day elimination period for home care
  • recurring premium expanded to include 5 pay
  • now available – 1035 exchange plus ongoing premiums
  • qualified money and annuity funding strategy improved
  • waiver of premium enhanced and simplified
  • 3% & 5% compound inflation available with base and continuation of benefit

Plus, you still get our Asset Care core value of:

  • individual & joint policies
  • lifetime & limited duration benefit options
  • guaranteed premiums and benefits
  • aggressive underwriting
  • Claims Concierge
  • 30 years of experience in the asset-based LTC arena

Stay tuned for more information or join on of our Asst Care training webcasts that are scheduled every Tuesday and Thursday from June 4 – July 30.

Transition Rules

State Approvals

Asset Care Product Guide

Asset Care Process Guide