Challenge accepted - base only Annuity Care transforms tax-deferred growth into tax-free LTC
Tag: Long Term Care
Repurposing Annuities
WITH A BASE-ONLY ANNUNITY CARE OR INDEXED ANNUITY CARE, WHEN THE CLIENT ANSWERS THE 5 UNDERWRITING QUESTIONS FAVORABLY, THERE IS INSTANT APPROVAL UP TO $1 MILLION!!!!!!!!!!!
CLAIMS – a little story
I shared this story a few months ago, but it warrants repeating as it is about both claims and communication.
What we do – PAY CLAIMS
It is what OneAmerica as a company has done for over 140 years and something that Care Solutions asset-based long term care has provided for 35 years.
Marketing Resources for You
you have available to you at no charge another great resource – the OneAmerica Marketing Store (OAMS).
Compare Annuity Care
You’ve heard the big news. If you missed out, Annuity Care I and Indexed Annuity Care for “base-only” policies are now instant approval when the applicant can answer the 5 questions favorably.
Another “self-insuring” idea
thinking about self-funding? think about using leverage to improve it
So, you want to “self-insure”
improve the self-funding play with one simple move
Another Spin on the Split Annuity
Let’s say we have a nonqualified deferred annuity that is out of surrender and not intended for income. In fact, it was set aside as an emergency fund for a healthcare need.
Annuity funding – split annuity
Do me this favor - contact me with your net annuity case for a client who is 70 or older and has that money earmarked as either "leave on" or "emergency" money. We might be able to create a better solution.
Use the deferred annuity to fund LTC
Please contact either Justin Fox or me for mor information about using nonqualified deferred annuities as a solution for long term care funding.
The Problem with LTC
Last week, I vented about what I believe is a major disservice that is taking place by carriers. I believe that carriers are sharing the full story of how their products work when they are utilized by their insured’s family. And we wonder why there is a credibility problem with the industry …. (Here is … Continue reading The Problem with LTC
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