Care Solutions University Invitation

Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset Care and Annuity Care) in detail and diving deep into the company story and building long lasting relationships. You are invited to our upcoming "Virtual... Continue Reading →

Application Submission Options

There are two ways to submit applications for OneAmerica's Care Solutions products  -traditional paper process or electronically.  With the "shelter in place" requirements in many of our communities, electronic submission is the safest (and quickest) route to go. The e-Application option is available on the following platforms: OneSource Online OneAmerica Care Solutions Calculator   iGo AnnuityNet... Continue Reading →

Annuity Care Advantage

Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC benefits, and how adding a continuation of benefit rider can create a larger tax-free LTC funding pool. As you will recall, the primary advantage of... Continue Reading →

More Than Tax-Free Benefits

Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources.  To review that article, CLICK HERE. On April 9 at 11 am (eastern), you can join my webcast to learn more about this innovative way of funding... Continue Reading →

Repurpose a Deferred Annuity

If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation for my April 9 webcast at 11 am (eastern) where I discuss how to transform tax-deferred accumulation inside non-qualified deferred annuities into tax-free long term... Continue Reading →

Deferred Annuity Opportunities

Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing about Annuity Care, but this represents a tremendous long term care funding solution.  Why? Consider this - according to Gallup's 2013 Survey of Individual Annuity Contracts ...... Continue Reading →

Illustrating Qualified $

Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at 11:00 when I discuss how to get tax-free long term care funding from the tax-deferred accumulation of a deferred annuity or cash value life insurance.... Continue Reading →

What Asset Care Provides

For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care.  What I have not done is share with you what it offers your clients. Aside from using a resource that will be required to be tapped for income by the age of 72... Continue Reading →

Use IRA to Fund LTC with Asset Care

Funding Asset Care with qualified money (traditional IRA, 401k, 403b, etc) is a simple concept.  Here is what you need to know at a high level. You will certainly have questions - please contact Justin Fox at (844) 658-3725 or via email at . Register for my upcoming webinar taking place March 5 at... Continue Reading →

Qualified Money Funds LTC

You probably know some people with IRAs, 401(k)s, or 403(b)s - right? Qualified dollars have their issues  You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required Minimum Distributions (RMDs): Money needs to be taken out beginning at 72, whether your client wants it or not. When qualified money passes to heirs... Continue Reading →

SECURE Act Creates Opportunity

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019.  The SECURE Act is aimed at increasing access to tax-advantaged accounts and ensuring that older Americans do not outlive their assets. But, it also contains some changes that create an... Continue Reading →

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