OneAmerica- Using Qualified Money for LTC

Aug 29, 2016 • LTCI Partners

OneAmerica- Using Qualified Money for LTC

OneAmerica

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Make the most of RMDs

Beginning this year, the first baby boomers are turning 70 and more reach that age every year. This is your opportunity to help them protect their future using existing qualified money. Asset-Care III is the market's only all-in-one option that combines an annuity and a life insurance policy to provide LTC protection.

Show your clients how they can:

Spread tax liabilities over a 20-year period and meet required minimum distributions (RMDs).
Gain LTC benefits from the life insurance death benefit and annuity values.
Protect themselves and their spouse from LTC costs with one pool of qualified money.

Best of all, if your clients never need LTC, a death benefit passes to their loved ones. And clients who change their minds and want to cancel can get back their premium and any additional policy cash value.

Learn more about asset-care III

Asset-Care II / III overview »

Asset-Care III things to know »

walk through the numbers with your clients

Asset-Care III consumer worksheet »

discover our campaign page: Your one stop for resources

Learn more about Asset-Care III and competitive positioning, access valuable sales resources, register for webinars and more.

Visit resource page »

Be social

Download our social media content library and schedule preapproved articles and images to share with your network. This campaign highlights valuable LTC education to drive conversations with clients.

Download now »

Notes: Products are issued and underwritten by The State Life Insurance Company^® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Asset-Care form number series: L301, R501 and SA31 may not be available in all states and may vary by state. All guarantees are subject to the claims-paying ability of State Life. Asset-Care® is a whole life insurance (in MD and PA, universal life) and annuity combination that allows access to 100 percent of the life policy death benefit and/or annuity accumulation value for qualifying LTC expenses (paid monthly).

For use with financial professionals only. Not for public distribution.

Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May go down in value •

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OneAmerica^® is the marketing name for the companies of OneAmerica.

The companies of OneAmerica^® : American United Life Insurance Company^®, The State Life Insurance Company^®, OneAmerica Retirement Services LLC, McCready and Keene, Inc., OneAmerica Securities, Inc., and Pioneer Mutual Life Insurance Company^®, a stock subsidiary of American United Mutual Insurance Holding Company.

© OneAmerica Financial Partners, Inc. All rights reserved.

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OneAmerica- Using Qualified Money for LTC

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